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EATON PERSONAL INVESTMENT PLAN 401k Plan overview

Plan NameEATON PERSONAL INVESTMENT PLAN
Plan identification number 162

EATON PERSONAL INVESTMENT 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.
  • 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 PERSONAL INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
1622022-01-01GORDON HARMAN2023-10-12 GORDON HARMAN2023-10-12
1622021-01-01GORDON HARMAN2022-10-12 GORDON HARMAN2022-10-12
1622020-01-01GORDON HARMAN2021-09-21 GORDON HARMAN2021-09-21
1622019-01-01GORDON HARMAN2020-09-30 GORDON HARMAN2020-09-30
1622018-01-01GORDON HARMAN2019-10-02 GORDON HARMAN2019-10-02
1622017-01-01
1622016-01-01
1622015-01-01
1622015-01-01
1622014-01-01
1622013-01-01ELLEN P. COLLIER
1622012-01-01ELLEN P. COLLIER
1622011-01-01ELLEN P. COLLIER
1622010-01-01ELLEN P. COLLIER
1622009-01-01ELLEN P. COLLIER
1622009-01-01ELLEN P. COLLIER

Plan Statistics for EATON PERSONAL INVESTMENT PLAN

401k plan membership statisitcs for EATON PERSONAL INVESTMENT PLAN

Measure Date Value
2022: EATON PERSONAL INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,027
Total number of active participants reported on line 7a of the Form 55002022-01-013,303
Number of retired or separated participants receiving benefits2022-01-01119
Number of other retired or separated participants entitled to future benefits2022-01-01655
Total of all active and inactive participants2022-01-014,077
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0133
Total participants2022-01-014,110
Number of participants with account balances2022-01-013,359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01296
2021: EATON PERSONAL INVESTMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,354
Total number of active participants reported on line 7a of the Form 55002021-01-013,206
Number of retired or separated participants receiving benefits2021-01-01116
Number of other retired or separated participants entitled to future benefits2021-01-01666
Total of all active and inactive participants2021-01-013,988
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0139
Total participants2021-01-014,027
Number of participants with account balances2021-01-013,318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01300
2020: EATON PERSONAL INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,853
Total number of active participants reported on line 7a of the Form 55002020-01-013,601
Number of retired or separated participants receiving benefits2020-01-0158
Number of other retired or separated participants entitled to future benefits2020-01-01657
Total of all active and inactive participants2020-01-014,316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0138
Total participants2020-01-014,354
Number of participants with account balances2020-01-013,552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01326
2019: EATON PERSONAL INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,683
Total number of active participants reported on line 7a of the Form 55002019-01-014,182
Number of retired or separated participants receiving benefits2019-01-01114
Number of other retired or separated participants entitled to future benefits2019-01-01521
Total of all active and inactive participants2019-01-014,817
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0136
Total participants2019-01-014,853
Number of participants with account balances2019-01-013,862
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01176
2018: EATON PERSONAL INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,406
Total number of active participants reported on line 7a of the Form 55002018-01-014,015
Number of retired or separated participants receiving benefits2018-01-01119
Number of other retired or separated participants entitled to future benefits2018-01-01514
Total of all active and inactive participants2018-01-014,648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0135
Total participants2018-01-014,683
Number of participants with account balances2018-01-013,645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01110
2017: EATON PERSONAL INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,489
Total number of active participants reported on line 7a of the Form 55002017-01-013,746
Number of retired or separated participants receiving benefits2017-01-01111
Number of other retired or separated participants entitled to future benefits2017-01-01520
Total of all active and inactive participants2017-01-014,377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0129
Total participants2017-01-014,406
Number of participants with account balances2017-01-013,417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01124
2016: EATON PERSONAL INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,725
Total number of active participants reported on line 7a of the Form 55002016-01-013,847
Number of retired or separated participants receiving benefits2016-01-01111
Number of other retired or separated participants entitled to future benefits2016-01-01501
Total of all active and inactive participants2016-01-014,459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0130
Total participants2016-01-014,489
Number of participants with account balances2016-01-013,442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01108
2015: EATON PERSONAL INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,290
Total number of active participants reported on line 7a of the Form 55002015-01-014,075
Number of retired or separated participants receiving benefits2015-01-01108
Number of other retired or separated participants entitled to future benefits2015-01-01511
Total of all active and inactive participants2015-01-014,694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0131
Total participants2015-01-014,725
Number of participants with account balances2015-01-013,544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01125
2014: EATON PERSONAL INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,490
Total number of active participants reported on line 7a of the Form 55002014-01-013,674
Number of retired or separated participants receiving benefits2014-01-0192
Number of other retired or separated participants entitled to future benefits2014-01-01497
Total of all active and inactive participants2014-01-014,263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0127
Total participants2014-01-014,290
Number of participants with account balances2014-01-013,283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0172
2013: EATON PERSONAL INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,957
Total number of active participants reported on line 7a of the Form 55002013-01-014,152
Number of retired or separated participants receiving benefits2013-01-0149
Number of other retired or separated participants entitled to future benefits2013-01-01281
Total of all active and inactive participants2013-01-014,482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-018
Total participants2013-01-014,490
Number of participants with account balances2013-01-011,759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: EATON PERSONAL INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,830
Total number of active participants reported on line 7a of the Form 55002012-01-012,604
Number of retired or separated participants receiving benefits2012-01-0157
Number of other retired or separated participants entitled to future benefits2012-01-01290
Total of all active and inactive participants2012-01-012,951
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-012,957
Number of participants with account balances2012-01-011,756
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: EATON PERSONAL INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,853
Total number of active participants reported on line 7a of the Form 55002011-01-012,462
Number of retired or separated participants receiving benefits2011-01-0144
Number of other retired or separated participants entitled to future benefits2011-01-01314
Total of all active and inactive participants2011-01-012,820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0110
Total participants2011-01-012,830
Number of participants with account balances2011-01-011,739
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: EATON PERSONAL INVESTMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,853
Total number of active participants reported on line 7a of the Form 55002010-01-012,490
Number of retired or separated participants receiving benefits2010-01-0135
Number of other retired or separated participants entitled to future benefits2010-01-01319
Total of all active and inactive participants2010-01-012,844
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-019
Total participants2010-01-012,853
Number of participants with account balances2010-01-011,731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: EATON PERSONAL INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,285
Total number of active participants reported on line 7a of the Form 55002009-01-012,422
Number of retired or separated participants receiving benefits2009-01-0132
Number of other retired or separated participants entitled to future benefits2009-01-01383
Total of all active and inactive participants2009-01-012,837
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0116
Total participants2009-01-012,853
Number of participants with account balances2009-01-011,802
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0134

Financial Data on EATON PERSONAL INVESTMENT PLAN

Measure Date Value
2022 : EATON PERSONAL INVESTMENT PLAN 2022 401k financial data
Total transfer of assets from this plan2022-12-31$654,655
Total income from all sources (including contributions)2022-12-31$-13,649,983
Total of all expenses incurred2022-12-31$25,413,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$25,260,494
Expenses. Certain deemed distributions of participant loans2022-12-31$44,879
Value of total corrective distributions2022-12-31$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 year2022-12-31$185,635,749
Value of total assets at beginning of year2022-12-31$225,353,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$104,250
Total interest from all sources2022-12-31$191,019
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$9,852,453
Participant contributions at end of year2022-12-31$3,932,091
Participant contributions at beginning of year2022-12-31$4,014,591
Participant contributions at end of year2022-12-31$147,818
Participant contributions at beginning of year2022-12-31$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 year2022-12-31$3,419
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,623
Administrative expenses (other) incurred2022-12-31$104,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
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$191,019
Value of interest in master investment trust accounts at end of year2022-12-31$181,489,045
Value of interest in master investment trust accounts at beginning of year2022-12-31$221,162,702
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$3,278,504
Employer contributions (assets) at end of year2022-12-31$63,376
Employer contributions (assets) at beginning of year2022-12-31$37,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$25,260,494
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 PERSONAL INVESTMENT PLAN 2021 401k financial data
Total transfer of assets to this plan2021-12-31$35,176,749
Total transfer of assets from this plan2021-12-31$8,628,788
Total income from all sources (including contributions)2021-12-31$38,406,060
Total of all expenses incurred2021-12-31$30,952,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$30,762,750
Expenses. Certain deemed distributions of participant loans2021-12-31$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 year2021-12-31$225,353,911
Value of total assets at beginning of year2021-12-31$191,351,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$102,666
Total interest from all sources2021-12-31$188,744
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$8,312,880
Participant contributions at end of year2021-12-31$4,014,591
Participant contributions at beginning of year2021-12-31$4,291,153
Participant contributions at end of year2021-12-31$136,751
Participant contributions at beginning of year2021-12-31$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 year2021-12-31$2,623
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$3,824
Administrative expenses (other) incurred2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
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$188,744
Value of interest in master investment trust accounts at end of year2021-12-31$221,162,702
Value of interest in master investment trust accounts at beginning of year2021-12-31$186,871,314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,873,814
Employer contributions (assets) at end of year2021-12-31$37,244
Employer contributions (assets) at beginning of year2021-12-31$51,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$30,762,750
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 PERSONAL INVESTMENT PLAN 2020 401k financial data
Total transfer of assets from this plan2020-12-31$4,437
Total income from all sources (including contributions)2020-12-31$33,204,161
Total of all expenses incurred2020-12-31$22,070,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$21,931,019
Expenses. Certain deemed distributions of participant loans2020-12-31$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 year2020-12-31$191,351,924
Value of total assets at beginning of year2020-12-31$180,222,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$49,963
Total interest from all sources2020-12-31$266,821
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$8,487,063
Participant contributions at end of year2020-12-31$4,291,153
Participant contributions at beginning of year2020-12-31$5,050,357
Participant contributions at end of year2020-12-31$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 year2020-12-31$3,824
Administrative expenses (other) incurred2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
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$266,821
Value of interest in master investment trust accounts at end of year2020-12-31$186,871,314
Value of interest in master investment trust accounts at beginning of year2020-12-31$175,172,567
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$2,519,893
Employer contributions (assets) at end of year2020-12-31$51,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$21,931,019
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 PERSONAL INVESTMENT PLAN 2019 401k financial data
Total transfer of assets from this plan2019-12-31$438,491
Total income from all sources (including contributions)2019-12-31$40,519,523
Total of all expenses incurred2019-12-31$22,565,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$22,456,163
Expenses. Certain deemed distributions of participant loans2019-12-31$52,466
Value of total corrective distributions2019-12-31$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 year2019-12-31$180,222,924
Value of total assets at beginning of year2019-12-31$162,707,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$47,573
Total interest from all sources2019-12-31$271,317
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$9,221,359
Participant contributions at end of year2019-12-31$5,050,357
Participant contributions at beginning of year2019-12-31$4,993,857
Participant contributions at beginning of year2019-12-31$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 year2019-12-31$4,999
Administrative expenses (other) incurred2019-12-31$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 appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
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$271,317
Value of interest in master investment trust accounts at end of year2019-12-31$175,172,567
Value of interest in master investment trust accounts at beginning of year2019-12-31$157,481,803
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$2,787,688
Employer contributions (assets) at beginning of year2019-12-31$56,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$22,456,163
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 PERSONAL INVESTMENT PLAN 2018 401k financial data
Total transfer of assets from this plan2018-12-31$226,128
Total income from all sources (including contributions)2018-12-31$6,536,973
Total of all expenses incurred2018-12-31$15,483,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$15,390,590
Expenses. Certain deemed distributions of participant loans2018-12-31$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 year2018-12-31$162,707,387
Value of total assets at beginning of year2018-12-31$171,880,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$56,749
Total interest from all sources2018-12-31$243,876
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$8,510,275
Participant contributions at end of year2018-12-31$4,993,857
Participant contributions at beginning of year2018-12-31$5,199,804
Participant contributions at end of year2018-12-31$170,029
Participant contributions at beginning of year2018-12-31$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 year2018-12-31$4,999
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$4,659
Administrative expenses (other) incurred2018-12-31$56,749
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
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$243,876
Value of interest in master investment trust accounts at end of year2018-12-31$157,481,803
Value of interest in master investment trust accounts at beginning of year2018-12-31$166,478,536
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$2,470,150
Employer contributions (assets) at end of year2018-12-31$56,699
Employer contributions (assets) at beginning of year2018-12-31$51,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$15,390,590
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 PERSONAL INVESTMENT PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$61,812
Total income from all sources (including contributions)2017-12-31$29,683,685
Total of all expenses incurred2017-12-31$17,936,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$17,789,111
Expenses. Certain deemed distributions of participant loans2017-12-31$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 year2017-12-31$171,880,518
Value of total assets at beginning of year2017-12-31$160,071,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$69,186
Total interest from all sources2017-12-31$236,387
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$7,748,884
Participant contributions at end of year2017-12-31$5,199,804
Participant contributions at beginning of year2017-12-31$5,299,047
Participant contributions at end of year2017-12-31$146,507
Participant contributions at beginning of year2017-12-31$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 year2017-12-31$4,659
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$4,454
Administrative expenses (other) incurred2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
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$236,387
Value of interest in master investment trust accounts at end of year2017-12-31$166,478,536
Value of interest in master investment trust accounts at beginning of year2017-12-31$154,581,006
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$2,516,401
Employer contributions (assets) at end of year2017-12-31$51,012
Employer contributions (assets) at beginning of year2017-12-31$47,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$17,789,111
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 PERSONAL INVESTMENT PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$80,549
Total income from all sources (including contributions)2016-12-31$22,384,332
Total of all expenses incurred2016-12-31$18,816,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$18,634,724
Expenses. Certain deemed distributions of participant loans2016-12-31$82,842
Value of total corrective distributions2016-12-31$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 year2016-12-31$160,071,305
Value of total assets at beginning of year2016-12-31$156,423,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$95,985
Total interest from all sources2016-12-31$225,669
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$7,090,659
Participant contributions at end of year2016-12-31$5,299,047
Participant contributions at beginning of year2016-12-31$5,403,639
Participant contributions at end of year2016-12-31$139,720
Participant contributions at beginning of year2016-12-31$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 year2016-12-31$4,454
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$4,152
Administrative expenses (other) incurred2016-12-31$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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
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$225,669
Value of interest in master investment trust accounts at end of year2016-12-31$154,581,006
Value of interest in master investment trust accounts at beginning of year2016-12-31$150,841,017
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$2,475,952
Employer contributions (assets) at end of year2016-12-31$47,078
Employer contributions (assets) at beginning of year2016-12-31$47,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$18,634,724
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 PERSONAL INVESTMENT PLAN 2015 401k financial data
Total transfer of assets from this plan2015-12-31$212,656
Total income from all sources (including contributions)2015-12-31$8,415,539
Total of all expenses incurred2015-12-31$19,357,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$19,224,070
Expenses. Certain deemed distributions of participant loans2015-12-31$30,549
Value of total corrective distributions2015-12-31$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 year2015-12-31$156,423,405
Value of total assets at beginning of year2015-12-31$167,577,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$93,632
Total interest from all sources2015-12-31$229,265
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$7,033,097
Participant contributions at end of year2015-12-31$5,403,639
Participant contributions at beginning of year2015-12-31$5,548,475
Participant contributions at end of year2015-12-31$127,390
Participant contributions at beginning of year2015-12-31$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 year2015-12-31$4,152
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$4,503
Administrative expenses (other) incurred2015-12-31$93,632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-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)2015-12-31No
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$229,265
Value of interest in master investment trust accounts at end of year2015-12-31$150,841,017
Value of interest in master investment trust accounts at beginning of year2015-12-31$161,849,781
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$2,646,555
Employer contributions (assets) at end of year2015-12-31$47,207
Employer contributions (assets) at beginning of year2015-12-31$49,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$19,224,070
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 PERSONAL INVESTMENT PLAN 2014 401k financial data
Total transfer of assets from this plan2014-12-31$156,784
Total income from all sources (including contributions)2014-12-31$16,738,357
Total of all expenses incurred2014-12-31$25,539,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$25,402,934
Expenses. Certain deemed distributions of participant loans2014-12-31$27,180
Value of total corrective distributions2014-12-31$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 year2014-12-31$167,577,786
Value of total assets at beginning of year2014-12-31$176,535,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$92,622
Total interest from all sources2014-12-31$227,799
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$6,997,472
Participant contributions at end of year2014-12-31$5,548,475
Participant contributions at beginning of year2014-12-31$2,722,530
Participant contributions at end of year2014-12-31$125,500
Participant contributions at beginning of year2014-12-31$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 year2014-12-31$4,503
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$73,353,323
Administrative expenses (other) incurred2014-12-31$92,622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-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)2014-12-31No
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$227,799
Value of interest in master investment trust accounts at end of year2014-12-31$161,849,781
Value of interest in master investment trust accounts at beginning of year2014-12-31$100,387,343
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$2,770,822
Employer contributions (assets) at end of year2014-12-31$49,527
Employer contributions (assets) at beginning of year2014-12-31$5,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$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 2520.101-32014-12-31Yes
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 PERSONAL INVESTMENT PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$73,441,795
Total transfer of assets from this plan2013-12-31$3,601,574
Total income from all sources (including contributions)2013-12-31$22,115,753
Total of all expenses incurred2013-12-31$8,584,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,492,614
Expenses. Certain deemed distributions of participant loans2013-12-31$46,602
Value of total corrective distributions2013-12-31$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 year2013-12-31$176,535,507
Value of total assets at beginning of year2013-12-31$93,164,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$33,558
Total interest from all sources2013-12-31$121,656
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$4,429,525
Participant contributions at end of year2013-12-31$2,722,530
Participant contributions at beginning of year2013-12-31$2,934,313
Participant contributions at end of year2013-12-31$66,409
Participant contributions at beginning of year2013-12-31$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 year2013-12-31$73,353,323
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,071
Administrative expenses (other) incurred2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
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$121,656
Value of interest in master investment trust accounts at end of year2013-12-31$100,387,343
Value of interest in master investment trust accounts at beginning of year2013-12-31$90,162,219
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$482,160
Employer contributions (assets) at end of year2013-12-31$5,902
Employer contributions (assets) at beginning of year2013-12-31$6,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,492,614
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 PERSONAL INVESTMENT PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$138,621
Total transfer of assets from this plan2012-12-31$26,469
Total income from all sources (including contributions)2012-12-31$15,462,366
Total of all expenses incurred2012-12-31$6,236,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,182,077
Expenses. Certain deemed distributions of participant loans2012-12-31$1,417
Value of total corrective distributions2012-12-31$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 year2012-12-31$93,164,056
Value of total assets at beginning of year2012-12-31$83,825,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$30,785
Total interest from all sources2012-12-31$134,071
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$4,439,934
Participant contributions at end of year2012-12-31$2,934,313
Participant contributions at beginning of year2012-12-31$2,806,127
Participant contributions at end of year2012-12-31$58,752
Participant contributions at beginning of year2012-12-31$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 year2012-12-31$2,071
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,666
Administrative expenses (other) incurred2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
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$134,071
Value of interest in master investment trust accounts at end of year2012-12-31$90,162,219
Value of interest in master investment trust accounts at beginning of year2012-12-31$80,959,606
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$525,934
Employer contributions (assets) at end of year2012-12-31$6,701
Employer contributions (assets) at beginning of year2012-12-31$4,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,182,077
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 PERSONAL INVESTMENT PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$288,508
Total transfer of assets from this plan2011-12-31$15,559
Total income from all sources (including contributions)2011-12-31$4,045,328
Total of all expenses incurred2011-12-31$7,389,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,347,558
Expenses. Certain deemed distributions of participant loans2011-12-31$7,775
Value of total corrective distributions2011-12-31$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 year2011-12-31$83,825,561
Value of total assets at beginning of year2011-12-31$86,897,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$31,026
Total interest from all sources2011-12-31$127,553
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$4,357,010
Participant contributions at end of year2011-12-31$2,806,127
Participant contributions at beginning of year2011-12-31$2,567,887
Participant contributions at end of year2011-12-31$53,780
Participant contributions at beginning of year2011-12-31$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 year2011-12-31$1,666
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,047
Administrative expenses (other) incurred2011-12-31$31,026
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-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)2011-12-31No
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$127,553
Value of interest in master investment trust accounts at end of year2011-12-31$80,959,606
Value of interest in master investment trust accounts at beginning of year2011-12-31$84,261,283
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$511,109
Employer contributions (assets) at end of year2011-12-31$4,382
Employer contributions (assets) at beginning of year2011-12-31$7,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,347,558
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 PERSONAL INVESTMENT PLAN 2010 401k financial data
Total transfer of assets from this plan2010-12-31$108,954
Total income from all sources (including contributions)2010-12-31$16,345,505
Total of all expenses incurred2010-12-31$7,786,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,758,754
Expenses. Certain deemed distributions of participant loans2010-12-31$-11,014
Value of total corrective distributions2010-12-31$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 year2010-12-31$86,897,135
Value of total assets at beginning of year2010-12-31$78,446,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$30,670
Total interest from all sources2010-12-31$134,603
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$3,954,145
Participant contributions at end of year2010-12-31$2,567,887
Participant contributions at beginning of year2010-12-31$2,452,521
Participant contributions at end of year2010-12-31$58,563
Participant contributions at beginning of year2010-12-31$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 year2010-12-31$2,047
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,077
Administrative expenses (other) incurred2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
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$134,603
Value of interest in master investment trust accounts at end of year2010-12-31$84,261,283
Value of interest in master investment trust accounts at beginning of year2010-12-31$75,941,953
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$302,041
Employer contributions (assets) at end of year2010-12-31$7,355
Employer contributions (assets) at beginning of year2010-12-31$2,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,758,754
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 PERSONAL INVESTMENT PLAN

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

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