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Plan Name | EATON PERSONAL INVESTMENT PLAN |
Plan identification number | 162 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
162 | 2022-01-01 | GORDON HARMAN | 2023-10-12 | GORDON HARMAN | 2023-10-12 |
162 | 2021-01-01 | GORDON HARMAN | 2022-10-12 | GORDON HARMAN | 2022-10-12 |
162 | 2020-01-01 | GORDON HARMAN | 2021-09-21 | GORDON HARMAN | 2021-09-21 |
162 | 2019-01-01 | GORDON HARMAN | 2020-09-30 | GORDON HARMAN | 2020-09-30 |
162 | 2018-01-01 | GORDON HARMAN | 2019-10-02 | GORDON HARMAN | 2019-10-02 |
162 | 2017-01-01 | ||||
162 | 2016-01-01 | ||||
162 | 2015-01-01 | ||||
162 | 2015-01-01 | ||||
162 | 2014-01-01 | ||||
162 | 2013-01-01 | ELLEN P. COLLIER | |||
162 | 2012-01-01 | ELLEN P. COLLIER | |||
162 | 2011-01-01 | ELLEN P. COLLIER | |||
162 | 2010-01-01 | ELLEN P. COLLIER | |||
162 | 2009-01-01 | ELLEN P. COLLIER | |||
162 | 2009-01-01 | ELLEN P. COLLIER |
Measure | Date | Value |
---|---|---|
2022: EATON PERSONAL INVESTMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 4,027 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 3,303 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 119 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 655 |
Total of all active and inactive participants | 2022-01-01 | 4,077 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 33 |
Total participants | 2022-01-01 | 4,110 |
Number of participants with account balances | 2022-01-01 | 3,359 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 296 |
2021: EATON PERSONAL INVESTMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 4,354 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3,206 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 116 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 666 |
Total of all active and inactive participants | 2021-01-01 | 3,988 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 39 |
Total participants | 2021-01-01 | 4,027 |
Number of participants with account balances | 2021-01-01 | 3,318 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 300 |
2020: EATON PERSONAL INVESTMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 4,853 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3,601 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 58 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 657 |
Total of all active and inactive participants | 2020-01-01 | 4,316 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 38 |
Total participants | 2020-01-01 | 4,354 |
Number of participants with account balances | 2020-01-01 | 3,552 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 326 |
2019: EATON PERSONAL INVESTMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 4,683 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4,182 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 114 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 521 |
Total of all active and inactive participants | 2019-01-01 | 4,817 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 36 |
Total participants | 2019-01-01 | 4,853 |
Number of participants with account balances | 2019-01-01 | 3,862 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 176 |
2018: EATON PERSONAL INVESTMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 4,406 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4,015 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 119 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 514 |
Total of all active and inactive participants | 2018-01-01 | 4,648 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 35 |
Total participants | 2018-01-01 | 4,683 |
Number of participants with account balances | 2018-01-01 | 3,645 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 110 |
2017: EATON PERSONAL INVESTMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 4,489 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3,746 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 111 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 520 |
Total of all active and inactive participants | 2017-01-01 | 4,377 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 29 |
Total participants | 2017-01-01 | 4,406 |
Number of participants with account balances | 2017-01-01 | 3,417 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 124 |
2016: EATON PERSONAL INVESTMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 4,725 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3,847 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 111 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 501 |
Total of all active and inactive participants | 2016-01-01 | 4,459 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 30 |
Total participants | 2016-01-01 | 4,489 |
Number of participants with account balances | 2016-01-01 | 3,442 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 108 |
2015: EATON PERSONAL INVESTMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 4,290 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4,075 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 108 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 511 |
Total of all active and inactive participants | 2015-01-01 | 4,694 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 31 |
Total participants | 2015-01-01 | 4,725 |
Number of participants with account balances | 2015-01-01 | 3,544 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 125 |
2014: EATON PERSONAL INVESTMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 4,490 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3,674 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 92 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 497 |
Total of all active and inactive participants | 2014-01-01 | 4,263 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 27 |
Total participants | 2014-01-01 | 4,290 |
Number of participants with account balances | 2014-01-01 | 3,283 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 72 |
2013: EATON PERSONAL INVESTMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 2,957 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4,152 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 49 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 281 |
Total of all active and inactive participants | 2013-01-01 | 4,482 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 8 |
Total participants | 2013-01-01 | 4,490 |
Number of participants with account balances | 2013-01-01 | 1,759 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 4 |
2012: EATON PERSONAL INVESTMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 2,830 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2,604 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 57 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 290 |
Total of all active and inactive participants | 2012-01-01 | 2,951 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 6 |
Total participants | 2012-01-01 | 2,957 |
Number of participants with account balances | 2012-01-01 | 1,756 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 12 |
2011: EATON PERSONAL INVESTMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 2,853 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2,462 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 44 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 314 |
Total of all active and inactive participants | 2011-01-01 | 2,820 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 10 |
Total participants | 2011-01-01 | 2,830 |
Number of participants with account balances | 2011-01-01 | 1,739 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 6 |
2010: EATON PERSONAL INVESTMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 2,853 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2,490 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 35 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 319 |
Total of all active and inactive participants | 2010-01-01 | 2,844 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 9 |
Total participants | 2010-01-01 | 2,853 |
Number of participants with account balances | 2010-01-01 | 1,731 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 4 |
2009: EATON PERSONAL INVESTMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 3,285 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2,422 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 32 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 383 |
Total of all active and inactive participants | 2009-01-01 | 2,837 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 16 |
Total participants | 2009-01-01 | 2,853 |
Number of participants with account balances | 2009-01-01 | 1,802 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 34 |
Measure | Date | Value |
---|---|---|
2022 : EATON PERSONAL INVESTMENT PLAN 2022 401k financial data | ||
Total transfer of assets from this plan | 2022-12-31 | $654,655 |
Total income from all sources (including contributions) | 2022-12-31 | $-13,649,983 |
Total of all expenses incurred | 2022-12-31 | $25,413,524 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $25,260,494 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $44,879 |
Value of total corrective distributions | 2022-12-31 | $3,901 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $13,993,297 |
Value of total assets at end of year | 2022-12-31 | $185,635,749 |
Value of total assets at beginning of year | 2022-12-31 | $225,353,911 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $104,250 |
Total interest from all sources | 2022-12-31 | $191,019 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $9,852,453 |
Participant contributions at end of year | 2022-12-31 | $3,932,091 |
Participant contributions at beginning of year | 2022-12-31 | $4,014,591 |
Participant contributions at end of year | 2022-12-31 | $147,818 |
Participant contributions at beginning of year | 2022-12-31 | $136,751 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $862,340 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $3,419 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $2,623 |
Administrative expenses (other) incurred | 2022-12-31 | $104,250 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-39,063,507 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $185,635,749 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $225,353,911 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Interest on participant loans | 2022-12-31 | $191,019 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $181,489,045 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $221,162,702 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $3,278,504 |
Employer contributions (assets) at end of year | 2022-12-31 | $63,376 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $37,244 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $25,260,494 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MEADEN & MOORE LTD |
Accountancy firm EIN | 2022-12-31 | 341818258 |
2021 : EATON PERSONAL INVESTMENT PLAN 2021 401k financial data | ||
Total transfer of assets to this plan | 2021-12-31 | $35,176,749 |
Total transfer of assets from this plan | 2021-12-31 | $8,628,788 |
Total income from all sources (including contributions) | 2021-12-31 | $38,406,060 |
Total of all expenses incurred | 2021-12-31 | $30,952,034 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $30,762,750 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $86,618 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $10,913,458 |
Value of total assets at end of year | 2021-12-31 | $225,353,911 |
Value of total assets at beginning of year | 2021-12-31 | $191,351,924 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $102,666 |
Total interest from all sources | 2021-12-31 | $188,744 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $8,312,880 |
Participant contributions at end of year | 2021-12-31 | $4,014,591 |
Participant contributions at beginning of year | 2021-12-31 | $4,291,153 |
Participant contributions at end of year | 2021-12-31 | $136,751 |
Participant contributions at beginning of year | 2021-12-31 | $133,913 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $726,764 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $2,623 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $3,824 |
Administrative expenses (other) incurred | 2021-12-31 | $102,666 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $7,454,026 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $225,353,911 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $191,351,924 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Interest on participant loans | 2021-12-31 | $188,744 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $221,162,702 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $186,871,314 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,873,814 |
Employer contributions (assets) at end of year | 2021-12-31 | $37,244 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $51,720 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $30,762,750 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MEADEN & MOORE, LTD |
Accountancy firm EIN | 2021-12-31 | 341818258 |
2020 : EATON PERSONAL INVESTMENT PLAN 2020 401k financial data | ||
Total transfer of assets from this plan | 2020-12-31 | $4,437 |
Total income from all sources (including contributions) | 2020-12-31 | $33,204,161 |
Total of all expenses incurred | 2020-12-31 | $22,070,724 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $21,931,019 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $89,742 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $11,240,176 |
Value of total assets at end of year | 2020-12-31 | $191,351,924 |
Value of total assets at beginning of year | 2020-12-31 | $180,222,924 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $49,963 |
Total interest from all sources | 2020-12-31 | $266,821 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $8,487,063 |
Participant contributions at end of year | 2020-12-31 | $4,291,153 |
Participant contributions at beginning of year | 2020-12-31 | $5,050,357 |
Participant contributions at end of year | 2020-12-31 | $133,913 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $233,220 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $3,824 |
Administrative expenses (other) incurred | 2020-12-31 | $49,963 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $11,133,437 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $191,351,924 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $180,222,924 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Interest on participant loans | 2020-12-31 | $266,821 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $186,871,314 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $175,172,567 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $2,519,893 |
Employer contributions (assets) at end of year | 2020-12-31 | $51,720 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $21,931,019 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | MEADEN & MOORE LTD |
Accountancy firm EIN | 2020-12-31 | 341818258 |
2019 : EATON PERSONAL INVESTMENT PLAN 2019 401k financial data | ||
Total transfer of assets from this plan | 2019-12-31 | $438,491 |
Total income from all sources (including contributions) | 2019-12-31 | $40,519,523 |
Total of all expenses incurred | 2019-12-31 | $22,565,495 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $22,456,163 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $52,466 |
Value of total corrective distributions | 2019-12-31 | $9,293 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $12,512,568 |
Value of total assets at end of year | 2019-12-31 | $180,222,924 |
Value of total assets at beginning of year | 2019-12-31 | $162,707,387 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $47,573 |
Total interest from all sources | 2019-12-31 | $271,317 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $9,221,359 |
Participant contributions at end of year | 2019-12-31 | $5,050,357 |
Participant contributions at beginning of year | 2019-12-31 | $4,993,857 |
Participant contributions at beginning of year | 2019-12-31 | $170,029 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $503,521 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $4,999 |
Administrative expenses (other) incurred | 2019-12-31 | $47,573 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $17,954,028 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $180,222,924 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $162,707,387 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Interest on participant loans | 2019-12-31 | $271,317 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $175,172,567 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $157,481,803 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $2,787,688 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $56,699 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $22,456,163 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2019-12-31 | 341818258 |
2018 : EATON PERSONAL INVESTMENT PLAN 2018 401k financial data | ||
Total transfer of assets from this plan | 2018-12-31 | $226,128 |
Total income from all sources (including contributions) | 2018-12-31 | $6,536,973 |
Total of all expenses incurred | 2018-12-31 | $15,483,976 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $15,390,590 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $36,637 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $11,612,579 |
Value of total assets at end of year | 2018-12-31 | $162,707,387 |
Value of total assets at beginning of year | 2018-12-31 | $171,880,518 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $56,749 |
Total interest from all sources | 2018-12-31 | $243,876 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $8,510,275 |
Participant contributions at end of year | 2018-12-31 | $4,993,857 |
Participant contributions at beginning of year | 2018-12-31 | $5,199,804 |
Participant contributions at end of year | 2018-12-31 | $170,029 |
Participant contributions at beginning of year | 2018-12-31 | $146,507 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $632,154 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $4,999 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $4,659 |
Administrative expenses (other) incurred | 2018-12-31 | $56,749 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-8,947,003 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $162,707,387 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $171,880,518 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Interest on participant loans | 2018-12-31 | $243,876 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $157,481,803 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $166,478,536 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $2,470,150 |
Employer contributions (assets) at end of year | 2018-12-31 | $56,699 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $51,012 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $15,390,590 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2018-12-31 | 341818258 |
2017 : EATON PERSONAL INVESTMENT PLAN 2017 401k financial data | ||
Total transfer of assets to this plan | 2017-12-31 | $61,812 |
Total income from all sources (including contributions) | 2017-12-31 | $29,683,685 |
Total of all expenses incurred | 2017-12-31 | $17,936,284 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $17,789,111 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $77,987 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $10,940,849 |
Value of total assets at end of year | 2017-12-31 | $171,880,518 |
Value of total assets at beginning of year | 2017-12-31 | $160,071,305 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $69,186 |
Total interest from all sources | 2017-12-31 | $236,387 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $7,748,884 |
Participant contributions at end of year | 2017-12-31 | $5,199,804 |
Participant contributions at beginning of year | 2017-12-31 | $5,299,047 |
Participant contributions at end of year | 2017-12-31 | $146,507 |
Participant contributions at beginning of year | 2017-12-31 | $139,720 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $675,564 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $4,659 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $4,454 |
Administrative expenses (other) incurred | 2017-12-31 | $69,186 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $11,747,401 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $171,880,518 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $160,071,305 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Interest on participant loans | 2017-12-31 | $236,387 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $166,478,536 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $154,581,006 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $2,516,401 |
Employer contributions (assets) at end of year | 2017-12-31 | $51,012 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $47,078 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $17,789,111 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2017-12-31 | 341818258 |
2016 : EATON PERSONAL INVESTMENT PLAN 2016 401k financial data | ||
Total transfer of assets to this plan | 2016-12-31 | $80,549 |
Total income from all sources (including contributions) | 2016-12-31 | $22,384,332 |
Total of all expenses incurred | 2016-12-31 | $18,816,981 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $18,634,724 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $82,842 |
Value of total corrective distributions | 2016-12-31 | $3,430 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $10,512,906 |
Value of total assets at end of year | 2016-12-31 | $160,071,305 |
Value of total assets at beginning of year | 2016-12-31 | $156,423,405 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $95,985 |
Total interest from all sources | 2016-12-31 | $225,669 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $7,090,659 |
Participant contributions at end of year | 2016-12-31 | $5,299,047 |
Participant contributions at beginning of year | 2016-12-31 | $5,403,639 |
Participant contributions at end of year | 2016-12-31 | $139,720 |
Participant contributions at beginning of year | 2016-12-31 | $127,390 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $946,295 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $4,454 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $4,152 |
Administrative expenses (other) incurred | 2016-12-31 | $95,985 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $3,567,351 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $160,071,305 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $156,423,405 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Interest on participant loans | 2016-12-31 | $225,669 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $154,581,006 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $150,841,017 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $2,475,952 |
Employer contributions (assets) at end of year | 2016-12-31 | $47,078 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $47,207 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $18,634,724 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2016-12-31 | 341818258 |
2015 : EATON PERSONAL INVESTMENT PLAN 2015 401k financial data | ||
Total transfer of assets from this plan | 2015-12-31 | $212,656 |
Total income from all sources (including contributions) | 2015-12-31 | $8,415,539 |
Total of all expenses incurred | 2015-12-31 | $19,357,264 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $19,224,070 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $30,549 |
Value of total corrective distributions | 2015-12-31 | $9,013 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $9,944,786 |
Value of total assets at end of year | 2015-12-31 | $156,423,405 |
Value of total assets at beginning of year | 2015-12-31 | $167,577,786 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $93,632 |
Total interest from all sources | 2015-12-31 | $229,265 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $7,033,097 |
Participant contributions at end of year | 2015-12-31 | $5,403,639 |
Participant contributions at beginning of year | 2015-12-31 | $5,548,475 |
Participant contributions at end of year | 2015-12-31 | $127,390 |
Participant contributions at beginning of year | 2015-12-31 | $125,500 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $265,134 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $4,152 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $4,503 |
Administrative expenses (other) incurred | 2015-12-31 | $93,632 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-10,941,725 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $156,423,405 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $167,577,786 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Interest on participant loans | 2015-12-31 | $229,265 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $150,841,017 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $161,849,781 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $2,646,555 |
Employer contributions (assets) at end of year | 2015-12-31 | $47,207 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $49,527 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $19,224,070 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | MEADEN & MOORE, LTD |
Accountancy firm EIN | 2015-12-31 | 341818258 |
2014 : EATON PERSONAL INVESTMENT PLAN 2014 401k financial data | ||
Total transfer of assets from this plan | 2014-12-31 | $156,784 |
Total income from all sources (including contributions) | 2014-12-31 | $16,738,357 |
Total of all expenses incurred | 2014-12-31 | $25,539,294 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $25,402,934 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $27,180 |
Value of total corrective distributions | 2014-12-31 | $16,558 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $10,069,961 |
Value of total assets at end of year | 2014-12-31 | $167,577,786 |
Value of total assets at beginning of year | 2014-12-31 | $176,535,507 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $92,622 |
Total interest from all sources | 2014-12-31 | $227,799 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $6,997,472 |
Participant contributions at end of year | 2014-12-31 | $5,548,475 |
Participant contributions at beginning of year | 2014-12-31 | $2,722,530 |
Participant contributions at end of year | 2014-12-31 | $125,500 |
Participant contributions at beginning of year | 2014-12-31 | $66,409 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $301,667 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $4,503 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $73,353,323 |
Administrative expenses (other) incurred | 2014-12-31 | $92,622 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-8,800,937 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $167,577,786 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $176,535,507 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Interest on participant loans | 2014-12-31 | $227,799 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $161,849,781 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $100,387,343 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $2,770,822 |
Employer contributions (assets) at end of year | 2014-12-31 | $49,527 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $5,902 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $25,402,934 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | Yes |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | MEADEN & MOORE, LTD |
Accountancy firm EIN | 2014-12-31 | 341818258 |
2013 : EATON PERSONAL INVESTMENT PLAN 2013 401k financial data | ||
Total transfer of assets to this plan | 2013-12-31 | $73,441,795 |
Total transfer of assets from this plan | 2013-12-31 | $3,601,574 |
Total income from all sources (including contributions) | 2013-12-31 | $22,115,753 |
Total of all expenses incurred | 2013-12-31 | $8,584,523 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $8,492,614 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $46,602 |
Value of total corrective distributions | 2013-12-31 | $11,749 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $5,020,899 |
Value of total assets at end of year | 2013-12-31 | $176,535,507 |
Value of total assets at beginning of year | 2013-12-31 | $93,164,056 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $33,558 |
Total interest from all sources | 2013-12-31 | $121,656 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2013-12-31 | 0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $4,429,525 |
Participant contributions at end of year | 2013-12-31 | $2,722,530 |
Participant contributions at beginning of year | 2013-12-31 | $2,934,313 |
Participant contributions at end of year | 2013-12-31 | $66,409 |
Participant contributions at beginning of year | 2013-12-31 | $58,752 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $109,214 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $73,353,323 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $2,071 |
Administrative expenses (other) incurred | 2013-12-31 | $33,558 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $13,531,230 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $176,535,507 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $93,164,056 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Interest on participant loans | 2013-12-31 | $121,656 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $100,387,343 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $90,162,219 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $482,160 |
Employer contributions (assets) at end of year | 2013-12-31 | $5,902 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $6,701 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $8,492,614 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2013-12-31 | 341818258 |
2012 : EATON PERSONAL INVESTMENT PLAN 2012 401k financial data | ||
Total transfer of assets to this plan | 2012-12-31 | $138,621 |
Total transfer of assets from this plan | 2012-12-31 | $26,469 |
Total income from all sources (including contributions) | 2012-12-31 | $15,462,366 |
Total of all expenses incurred | 2012-12-31 | $6,236,023 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $6,182,077 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $1,417 |
Value of total corrective distributions | 2012-12-31 | $21,744 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $5,355,724 |
Value of total assets at end of year | 2012-12-31 | $93,164,056 |
Value of total assets at beginning of year | 2012-12-31 | $83,825,561 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $30,785 |
Total interest from all sources | 2012-12-31 | $134,071 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2012-12-31 | 0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $4,439,934 |
Participant contributions at end of year | 2012-12-31 | $2,934,313 |
Participant contributions at beginning of year | 2012-12-31 | $2,806,127 |
Participant contributions at end of year | 2012-12-31 | $58,752 |
Participant contributions at beginning of year | 2012-12-31 | $53,780 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $389,856 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $2,071 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $1,666 |
Administrative expenses (other) incurred | 2012-12-31 | $30,785 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $9,226,343 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $93,164,056 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $83,825,561 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Interest on participant loans | 2012-12-31 | $134,071 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $90,162,219 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $80,959,606 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $525,934 |
Employer contributions (assets) at end of year | 2012-12-31 | $6,701 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $4,382 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $6,182,077 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2012-12-31 | 341818258 |
2011 : EATON PERSONAL INVESTMENT PLAN 2011 401k financial data | ||
Total transfer of assets to this plan | 2011-12-31 | $288,508 |
Total transfer of assets from this plan | 2011-12-31 | $15,559 |
Total income from all sources (including contributions) | 2011-12-31 | $4,045,328 |
Total of all expenses incurred | 2011-12-31 | $7,389,851 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $7,347,558 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $7,775 |
Value of total corrective distributions | 2011-12-31 | $3,492 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $5,019,645 |
Value of total assets at end of year | 2011-12-31 | $83,825,561 |
Value of total assets at beginning of year | 2011-12-31 | $86,897,135 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $31,026 |
Total interest from all sources | 2011-12-31 | $127,553 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $4,357,010 |
Participant contributions at end of year | 2011-12-31 | $2,806,127 |
Participant contributions at beginning of year | 2011-12-31 | $2,567,887 |
Participant contributions at end of year | 2011-12-31 | $53,780 |
Participant contributions at beginning of year | 2011-12-31 | $58,563 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $151,526 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $1,666 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $2,047 |
Administrative expenses (other) incurred | 2011-12-31 | $31,026 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-3,344,523 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $83,825,561 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $86,897,135 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Interest on participant loans | 2011-12-31 | $127,553 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $80,959,606 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $84,261,283 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $511,109 |
Employer contributions (assets) at end of year | 2011-12-31 | $4,382 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $7,355 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $7,347,558 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2011-12-31 | 341818258 |
2010 : EATON PERSONAL INVESTMENT PLAN 2010 401k financial data | ||
Total transfer of assets from this plan | 2010-12-31 | $108,954 |
Total income from all sources (including contributions) | 2010-12-31 | $16,345,505 |
Total of all expenses incurred | 2010-12-31 | $7,786,056 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $7,758,754 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $-11,014 |
Value of total corrective distributions | 2010-12-31 | $7,646 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $4,412,619 |
Value of total assets at end of year | 2010-12-31 | $86,897,135 |
Value of total assets at beginning of year | 2010-12-31 | $78,446,640 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $30,670 |
Total interest from all sources | 2010-12-31 | $134,603 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $3,954,145 |
Participant contributions at end of year | 2010-12-31 | $2,567,887 |
Participant contributions at beginning of year | 2010-12-31 | $2,452,521 |
Participant contributions at end of year | 2010-12-31 | $58,563 |
Participant contributions at beginning of year | 2010-12-31 | $47,276 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $156,433 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $2,047 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $2,077 |
Administrative expenses (other) incurred | 2010-12-31 | $30,670 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $8,559,449 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $86,897,135 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $78,446,640 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Interest on participant loans | 2010-12-31 | $134,603 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $84,261,283 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $75,941,953 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $302,041 |
Employer contributions (assets) at end of year | 2010-12-31 | $7,355 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $2,813 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $7,758,754 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2010-12-31 | 341818258 |
2022: EATON PERSONAL INVESTMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan is a collectively bargained plan | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: EATON PERSONAL INVESTMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan is a collectively bargained plan | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: EATON PERSONAL INVESTMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan is a collectively bargained plan | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: EATON PERSONAL INVESTMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan is a collectively bargained plan | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: EATON PERSONAL INVESTMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan is a collectively bargained plan | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: EATON PERSONAL INVESTMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan is a collectively bargained plan | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: EATON PERSONAL INVESTMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan is a collectively bargained plan | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: EATON PERSONAL INVESTMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | Yes |
2015-01-01 | Plan is a collectively bargained plan | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: EATON PERSONAL INVESTMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan is a collectively bargained plan | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: EATON PERSONAL INVESTMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan is a collectively bargained plan | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: EATON PERSONAL INVESTMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan is a collectively bargained plan | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: EATON PERSONAL INVESTMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan is a collectively bargained plan | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: EATON PERSONAL INVESTMENT PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan is a collectively bargained plan | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: EATON PERSONAL INVESTMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan is a collectively bargained plan | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |