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Plan Name | STONERIDGE INC. 401(K) RETIREMENT PLAN |
Plan identification number | 004 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | STONERIDGE, INC. |
Employer identification number (EIN): | 341598949 |
NAIC Classification: | 335900 |
Additional information about STONERIDGE, INC.
Jurisdiction of Incorporation: | Nevada Department of State |
Incorporation Date: | 1993-06-24 |
Company Identification Number: | 19931057398 |
Legal Registered Office Address: |
9120 DOUBLE DIAMOND PKWY RENO United States of America (USA) 89521 |
More information about STONERIDGE, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
004 | 2022-01-01 | ||||
004 | 2021-01-01 | ||||
004 | 2020-01-01 | ||||
004 | 2019-01-01 | ||||
004 | 2018-01-01 | ||||
004 | 2017-01-01 | DAWN MULLALY | |||
004 | 2016-01-01 | DAWN MULLALY | |||
004 | 2015-01-01 | STEFFANIE L. WYANT | |||
004 | 2014-01-01 | STEFFANIE WYANT | STEFFANIE WYANT | 2015-10-15 | |
004 | 2013-01-01 | STEFFANIE WYANT | STEFFANIE WYANT | 2014-10-14 | |
004 | 2012-01-01 | STEFFANIE WYANT | STEFFANIE WYANT | 2013-10-11 | |
004 | 2011-01-01 | STEFFANIE WYANT | |||
004 | 2010-01-01 | STEFFANIE WYANT | |||
004 | 2009-01-01 | STEFFANIE L. WYANT | STEFFANIE L. WYANT | 2010-10-14 |
Measure | Date | Value |
---|---|---|
2022: STONERIDGE INC. 401(K) RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 1,224 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 680 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 61 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 349 |
Total of all active and inactive participants | 2022-01-01 | 1,090 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 9 |
Total participants | 2022-01-01 | 1,099 |
Number of participants with account balances | 2022-01-01 | 878 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2021: STONERIDGE INC. 401(K) RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 1,457 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 668 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 45 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 437 |
Total of all active and inactive participants | 2021-01-01 | 1,150 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 9 |
Total participants | 2021-01-01 | 1,159 |
Number of participants with account balances | 2021-01-01 | 970 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 3 |
2020: STONERIDGE INC. 401(K) RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 2,055 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 689 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 65 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 686 |
Total of all active and inactive participants | 2020-01-01 | 1,440 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 1,440 |
Number of participants with account balances | 2020-01-01 | 1,221 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 3 |
2019: STONERIDGE INC. 401(K) RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 1,993 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1,241 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 790 |
Total of all active and inactive participants | 2019-01-01 | 2,035 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 9 |
Total participants | 2019-01-01 | 2,044 |
Number of participants with account balances | 2019-01-01 | 1,350 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 3 |
2018: STONERIDGE INC. 401(K) RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 1,587 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1,424 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 555 |
Total of all active and inactive participants | 2018-01-01 | 1,986 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 7 |
Total participants | 2018-01-01 | 1,993 |
Number of participants with account balances | 2018-01-01 | 1,316 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 3 |
2017: STONERIDGE INC. 401(K) RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 1,622 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1,091 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 485 |
Total of all active and inactive participants | 2017-01-01 | 1,582 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 5 |
Total participants | 2017-01-01 | 1,587 |
Number of participants with account balances | 2017-01-01 | 1,278 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
2016: STONERIDGE INC. 401(K) RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 1,523 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1,160 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 451 |
Total of all active and inactive participants | 2016-01-01 | 1,617 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 5 |
Total participants | 2016-01-01 | 1,622 |
Number of participants with account balances | 2016-01-01 | 1,219 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: STONERIDGE INC. 401(K) RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 1,759 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1,063 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 453 |
Total of all active and inactive participants | 2015-01-01 | 1,520 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 3 |
Total participants | 2015-01-01 | 1,523 |
Number of participants with account balances | 2015-01-01 | 1,182 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: STONERIDGE INC. 401(K) RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 2,391 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1,149 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 592 |
Total of all active and inactive participants | 2014-01-01 | 1,745 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 7 |
Total participants | 2014-01-01 | 1,752 |
Number of participants with account balances | 2014-01-01 | 1,265 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
2013: STONERIDGE INC. 401(K) RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 2,452 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1,792 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 571 |
Total of all active and inactive participants | 2013-01-01 | 2,368 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 4 |
Total participants | 2013-01-01 | 2,372 |
Number of participants with account balances | 2013-01-01 | 1,596 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 5 |
2012: STONERIDGE INC. 401(K) RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 2,690 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1,859 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 569 |
Total of all active and inactive participants | 2012-01-01 | 2,434 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 2,436 |
Number of participants with account balances | 2012-01-01 | 1,623 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 12 |
2011: STONERIDGE INC. 401(K) RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 2,591 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2,139 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 540 |
Total of all active and inactive participants | 2011-01-01 | 2,685 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 5 |
Total participants | 2011-01-01 | 2,690 |
Number of participants with account balances | 2011-01-01 | 1,647 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
2010: STONERIDGE INC. 401(K) RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 2,921 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 1,819 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 764 |
Total of all active and inactive participants | 2010-01-01 | 2,588 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 3 |
Total participants | 2010-01-01 | 2,591 |
Number of participants with account balances | 2010-01-01 | 1,859 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 3 |
2009: STONERIDGE INC. 401(K) RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 3,581 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2,099 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 811 |
Total of all active and inactive participants | 2009-01-01 | 2,917 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 4 |
Total participants | 2009-01-01 | 2,921 |
Number of participants with account balances | 2009-01-01 | 2,137 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
Measure | Date | Value |
---|---|---|
2022 : STONERIDGE INC. 401(K) RETIREMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-13,375,866 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $9,696,294 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $9,541,597 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $5,432,130 |
Value of total assets at end of year | 2022-12-31 | $91,518,257 |
Value of total assets at beginning of year | 2022-12-31 | $114,590,417 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $154,697 |
Total interest from all sources | 2022-12-31 | $30,688 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $2,962,887 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $2,962,887 |
Administrative expenses professional fees incurred | 2022-12-31 | $29,976 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
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 | $3,623,516 |
Participant contributions at end of year | 2022-12-31 | $712,837 |
Participant contributions at beginning of year | 2022-12-31 | $700,798 |
Participant contributions at end of year | 2022-12-31 | $167,607 |
Participant contributions at beginning of year | 2022-12-31 | $32,955 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $292,491 |
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 | $-23,072,160 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $91,518,257 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $114,590,417 |
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 |
Investment advisory and management fees | 2022-12-31 | $59,504 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $70,559,158 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $94,977,301 |
Interest on participant loans | 2022-12-31 | $30,688 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $20,005,129 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $18,863,190 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-21,758,731 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-42,840 |
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 | $1,516,123 |
Employer contributions (assets) at end of year | 2022-12-31 | $73,526 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $16,173 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $9,541,597 |
Contract administrator fees | 2022-12-31 | $65,217 |
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 | REHMANN ROBSON LLC |
Accountancy firm EIN | 2022-12-31 | 383635706 |
2021 : STONERIDGE INC. 401(K) RETIREMENT PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $20,219,093 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $13,734,963 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $13,542,685 |
Value of total corrective distributions | 2021-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $5,034,558 |
Value of total assets at end of year | 2021-12-31 | $114,590,417 |
Value of total assets at beginning of year | 2021-12-31 | $108,106,287 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $192,278 |
Total interest from all sources | 2021-12-31 | $30,317 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $5,089,009 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $5,089,009 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $3,480,506 |
Participant contributions at end of year | 2021-12-31 | $700,798 |
Participant contributions at beginning of year | 2021-12-31 | $673,363 |
Participant contributions at end of year | 2021-12-31 | $32,955 |
Participant contributions at beginning of year | 2021-12-31 | $20,952 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $48,908 |
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 | $6,484,130 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $114,590,417 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $108,106,287 |
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 |
Investment advisory and management fees | 2021-12-31 | $65,326 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $94,977,301 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $88,953,411 |
Interest on participant loans | 2021-12-31 | $30,317 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $18,863,190 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $18,449,915 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $9,912,221 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $152,988 |
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 | $1,505,144 |
Employer contributions (assets) at end of year | 2021-12-31 | $16,173 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $8,646 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $13,542,685 |
Contract administrator fees | 2021-12-31 | $126,952 |
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 | REHMANN ROBSON LLC |
Accountancy firm EIN | 2021-12-31 | 383635706 |
2020 : STONERIDGE INC. 401(K) RETIREMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $18,821,649 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $25,923,032 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $25,706,220 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $4,705,297 |
Value of total assets at end of year | 2020-12-31 | $108,106,287 |
Value of total assets at beginning of year | 2020-12-31 | $115,207,670 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $216,812 |
Total interest from all sources | 2020-12-31 | $40,549 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $3,456,543 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $3,456,543 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $3,153,622 |
Participant contributions at end of year | 2020-12-31 | $673,363 |
Participant contributions at beginning of year | 2020-12-31 | $1,285,790 |
Participant contributions at end of year | 2020-12-31 | $20,952 |
Participant contributions at beginning of year | 2020-12-31 | $7,425 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $137,353 |
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 | $-7,101,383 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $108,106,287 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $115,207,670 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $88,953,411 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $93,083,131 |
Interest on participant loans | 2020-12-31 | $40,549 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $18,449,915 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $20,826,796 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $10,293,572 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $325,688 |
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 | $1,414,322 |
Employer contributions (assets) at end of year | 2020-12-31 | $8,646 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $4,528 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $25,706,220 |
Contract administrator fees | 2020-12-31 | $216,812 |
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 | Disclaimer |
Accountancy firm name | 2020-12-31 | REHMANN ROBSON LLC |
Accountancy firm EIN | 2020-12-31 | 383635706 |
2019 : STONERIDGE INC. 401(K) RETIREMENT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $27,922,133 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $16,364,128 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $16,119,984 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $7,139,079 |
Value of total assets at end of year | 2019-12-31 | $115,207,670 |
Value of total assets at beginning of year | 2019-12-31 | $103,649,665 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $244,144 |
Total interest from all sources | 2019-12-31 | $77,349 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $4,160,523 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $4,160,523 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $4,340,747 |
Participant contributions at end of year | 2019-12-31 | $1,285,790 |
Participant contributions at beginning of year | 2019-12-31 | $1,657,586 |
Participant contributions at end of year | 2019-12-31 | $7,425 |
Participant contributions at beginning of year | 2019-12-31 | $678 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $863,875 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $7,602 |
Other income not declared elsewhere | 2019-12-31 | $66,558 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $11,558,005 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $115,207,670 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $103,649,665 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $93,083,131 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $82,254,525 |
Interest on participant loans | 2019-12-31 | $77,349 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $20,826,796 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $19,736,455 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $16,478,624 |
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 | $1,934,457 |
Employer contributions (assets) at end of year | 2019-12-31 | $4,528 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $421 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $16,112,382 |
Contract administrator fees | 2019-12-31 | $244,144 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | REHMANN ROBSON LLC |
Accountancy firm EIN | 2019-12-31 | 383635706 |
2018 : STONERIDGE INC. 401(K) RETIREMENT PLAN 2018 401k financial data | ||
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $131,483 |
Total income from all sources (including contributions) | 2018-12-31 | $2,547,494 |
Total of all expenses incurred | 2018-12-31 | $9,461,999 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $9,209,470 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $6,524,183 |
Value of total assets at end of year | 2018-12-31 | $103,649,665 |
Value of total assets at beginning of year | 2018-12-31 | $110,695,653 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $252,529 |
Total interest from all sources | 2018-12-31 | $82,279 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $6,168,254 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $6,168,254 |
Administrative expenses professional fees incurred | 2018-12-31 | $252,529 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $4,400,471 |
Participant contributions at end of year | 2018-12-31 | $1,657,586 |
Participant contributions at beginning of year | 2018-12-31 | $1,823,626 |
Participant contributions at end of year | 2018-12-31 | $678 |
Participant contributions at beginning of year | 2018-12-31 | $90,562 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $126,831 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $131,483 |
Other income not declared elsewhere | 2018-12-31 | $146,879 |
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 | $-6,914,505 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $103,649,665 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $110,564,170 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $82,254,525 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $90,348,538 |
Interest on participant loans | 2018-12-31 | $82,279 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $19,736,455 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $18,400,792 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-10,374,101 |
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 | $1,996,881 |
Employer contributions (assets) at end of year | 2018-12-31 | $421 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $32,135 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $9,209,470 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | REHMANN ROBSON LLC |
Accountancy firm EIN | 2018-12-31 | 383635706 |
2017 : STONERIDGE INC. 401(K) RETIREMENT PLAN 2017 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $131,483 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $97,776 |
Total income from all sources (including contributions) | 2017-12-31 | $21,391,653 |
Total of all expenses incurred | 2017-12-31 | $5,841,740 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $5,622,946 |
Value of total corrective distributions | 2017-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $5,363,614 |
Value of total assets at end of year | 2017-12-31 | $110,695,653 |
Value of total assets at beginning of year | 2017-12-31 | $95,112,033 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $218,794 |
Total interest from all sources | 2017-12-31 | $75,053 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $5,031,480 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $5,031,480 |
Administrative expenses professional fees incurred | 2017-12-31 | $218,794 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $3,822,753 |
Participant contributions at end of year | 2017-12-31 | $1,823,626 |
Participant contributions at beginning of year | 2017-12-31 | $1,881,873 |
Participant contributions at end of year | 2017-12-31 | $90,562 |
Participant contributions at beginning of year | 2017-12-31 | $16,327 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $57,133 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $131,483 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $97,776 |
Other income not declared elsewhere | 2017-12-31 | $93,220 |
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 | $15,549,913 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $110,564,170 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $95,014,257 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $90,348,538 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $73,078,294 |
Interest on participant loans | 2017-12-31 | $75,053 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $18,400,792 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $20,130,151 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $10,828,286 |
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 | $1,483,728 |
Employer contributions (assets) at end of year | 2017-12-31 | $32,135 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $5,388 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $5,622,946 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | REHMANN ROBSON LLC |
Accountancy firm EIN | 2017-12-31 | 383635706 |
2016 : STONERIDGE INC. 401(K) RETIREMENT PLAN 2016 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $97,776 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $76,049 |
Total income from all sources (including contributions) | 2016-12-31 | $11,513,879 |
Total of all expenses incurred | 2016-12-31 | $7,588,420 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $7,327,428 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $4,922,188 |
Value of total assets at end of year | 2016-12-31 | $95,112,033 |
Value of total assets at beginning of year | 2016-12-31 | $91,164,847 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $260,992 |
Total interest from all sources | 2016-12-31 | $74,993 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $3,649,565 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $3,649,565 |
Administrative expenses professional fees incurred | 2016-12-31 | $260,992 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $3,487,721 |
Participant contributions at end of year | 2016-12-31 | $1,881,873 |
Participant contributions at beginning of year | 2016-12-31 | $1,799,183 |
Participant contributions at end of year | 2016-12-31 | $16,327 |
Participant contributions at beginning of year | 2016-12-31 | $35,471 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $57,514 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $97,776 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $76,049 |
Other income not declared elsewhere | 2016-12-31 | $23,704 |
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 | $3,925,459 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $95,014,257 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $91,088,798 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $73,078,294 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $69,561,691 |
Interest on participant loans | 2016-12-31 | $74,993 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $20,130,151 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $19,751,745 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,843,429 |
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 | $1,376,953 |
Employer contributions (assets) at end of year | 2016-12-31 | $5,388 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $16,757 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $7,327,428 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | REHMANN ROBSON LLC |
Accountancy firm EIN | 2016-12-31 | 383635706 |
2015 : STONERIDGE INC. 401(K) RETIREMENT PLAN 2015 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $76,049 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $207,532 |
Total income from all sources (including contributions) | 2015-12-31 | $5,267,611 |
Total loss/gain on sale of assets | 2015-12-31 | $123,550 |
Total of all expenses incurred | 2015-12-31 | $4,486,244 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $4,198,298 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $4,559,493 |
Value of total assets at end of year | 2015-12-31 | $91,164,847 |
Value of total assets at beginning of year | 2015-12-31 | $90,514,963 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $287,946 |
Total interest from all sources | 2015-12-31 | $74,139 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $4,217,544 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $4,217,544 |
Administrative expenses professional fees incurred | 2015-12-31 | $287,946 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $3,187,477 |
Participant contributions at end of year | 2015-12-31 | $1,799,183 |
Participant contributions at beginning of year | 2015-12-31 | $1,878,466 |
Participant contributions at end of year | 2015-12-31 | $35,471 |
Participant contributions at beginning of year | 2015-12-31 | $21,806 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $128,415 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $76,049 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $207,532 |
Other income not declared elsewhere | 2015-12-31 | $-137,116 |
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 | $781,367 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $91,088,798 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $90,307,431 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $69,561,691 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $69,433,078 |
Interest on participant loans | 2015-12-31 | $74,139 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $19,751,745 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $19,172,220 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-3,837,599 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $267,600 |
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 | $1,243,601 |
Employer contributions (assets) at end of year | 2015-12-31 | $16,757 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $9,393 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $4,198,298 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | Yes |
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 |
Aggregate proceeds on sale of assets | 2015-12-31 | $16,877,963 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $16,754,413 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | GRANT THORNTON |
Accountancy firm EIN | 2015-12-31 | 036605558 |
2014 : STONERIDGE INC. 401(K) RETIREMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $19,205,929 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $207,532 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $251,967 |
Total income from all sources (including contributions) | 2014-12-31 | $9,842,887 |
Total loss/gain on sale of assets | 2014-12-31 | $1,075,562 |
Total of all expenses incurred | 2014-12-31 | $5,545,421 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $5,469,522 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $4,724,887 |
Value of total assets at end of year | 2014-12-31 | $90,514,963 |
Value of total assets at beginning of year | 2014-12-31 | $105,467,861 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $75,899 |
Total interest from all sources | 2014-12-31 | $91,046 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $3,885,851 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $3,885,851 |
Administrative expenses professional fees incurred | 2014-12-31 | $75,899 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $3,278,065 |
Participant contributions at end of year | 2014-12-31 | $1,878,466 |
Participant contributions at beginning of year | 2014-12-31 | $2,469,387 |
Participant contributions at end of year | 2014-12-31 | $21,806 |
Participant contributions at beginning of year | 2014-12-31 | $19,053 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $139,307 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $207,532 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $251,967 |
Other income not declared elsewhere | 2014-12-31 | $-34,180 |
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 | $4,297,466 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $90,307,431 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $105,215,894 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $69,433,078 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $81,568,287 |
Interest on participant loans | 2014-12-31 | $91,046 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $19,172,220 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $21,405,964 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $99,721 |
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 | $1,307,515 |
Employer contributions (assets) at end of year | 2014-12-31 | $9,393 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $5,170 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $5,469,522 |
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 |
Aggregate proceeds on sale of assets | 2014-12-31 | $77,326,930 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $76,251,368 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | GRANT THORNTON |
Accountancy firm EIN | 2014-12-31 | 036605558 |
2013 : STONERIDGE INC. 401(K) RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $251,967 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $224,577 |
Total income from all sources (including contributions) | 2013-12-31 | $21,806,756 |
Total loss/gain on sale of assets | 2013-12-31 | $2,680,883 |
Total of all expenses incurred | 2013-12-31 | $8,310,488 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $8,237,396 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $4,919,639 |
Value of total assets at end of year | 2013-12-31 | $105,467,861 |
Value of total assets at beginning of year | 2013-12-31 | $91,944,203 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $73,092 |
Total interest from all sources | 2013-12-31 | $109,688 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $2,898,884 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $2,898,884 |
Administrative expenses professional fees incurred | 2013-12-31 | $73,092 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 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 | $3,323,274 |
Participant contributions at end of year | 2013-12-31 | $2,469,387 |
Participant contributions at beginning of year | 2013-12-31 | $2,883,876 |
Participant contributions at end of year | 2013-12-31 | $19,053 |
Participant contributions at beginning of year | 2013-12-31 | $32,664 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $230,776 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $251,967 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $224,577 |
Other income not declared elsewhere | 2013-12-31 | $-379,261 |
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 | $13,496,268 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $105,215,894 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $91,719,626 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $81,568,287 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $64,963,613 |
Interest on participant loans | 2013-12-31 | $109,688 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $21,405,964 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $24,049,710 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $11,576,923 |
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 | $1,365,589 |
Employer contributions (assets) at end of year | 2013-12-31 | $5,170 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $14,340 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $8,237,396 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | Yes |
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 |
Aggregate proceeds on sale of assets | 2013-12-31 | $41,787,137 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $39,106,254 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | GRANT THORNTON |
Accountancy firm EIN | 2013-12-31 | 036605558 |
2012 : STONERIDGE INC. 401(K) RETIREMENT PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $224,577 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $100,988 |
Total income from all sources (including contributions) | 2012-12-31 | $14,325,417 |
Total loss/gain on sale of assets | 2012-12-31 | $1,347,220 |
Total of all expenses incurred | 2012-12-31 | $5,627,726 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $5,567,786 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $4,510,755 |
Value of total assets at end of year | 2012-12-31 | $91,944,203 |
Value of total assets at beginning of year | 2012-12-31 | $83,122,923 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $59,940 |
Total interest from all sources | 2012-12-31 | $115,303 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $2,017,289 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $2,017,289 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 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 | $3,162,868 |
Participant contributions at end of year | 2012-12-31 | $2,883,876 |
Participant contributions at beginning of year | 2012-12-31 | $2,674,218 |
Participant contributions at end of year | 2012-12-31 | $32,664 |
Participant contributions at beginning of year | 2012-12-31 | $45,484 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $22,975 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $224,577 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $100,988 |
Other income not declared elsewhere | 2012-12-31 | $148,705 |
Administrative expenses (other) incurred | 2012-12-31 | $59,940 |
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 | $8,697,691 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $91,719,626 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $83,021,935 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $64,963,613 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $56,516,456 |
Interest on participant loans | 2012-12-31 | $115,303 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $24,049,710 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $23,866,598 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $6,186,145 |
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 | $1,324,912 |
Employer contributions (assets) at end of year | 2012-12-31 | $14,340 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $20,167 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $5,567,786 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | Yes |
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 |
Aggregate proceeds on sale of assets | 2012-12-31 | $23,551,241 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $22,204,021 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | GRANT THORNTON |
Accountancy firm EIN | 2012-12-31 | 036605558 |
2011 : STONERIDGE INC. 401(K) RETIREMENT PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $100,988 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $119,334 |
Total income from all sources (including contributions) | 2011-12-31 | $4,444,434 |
Total loss/gain on sale of assets | 2011-12-31 | $-97,353 |
Total of all expenses incurred | 2011-12-31 | $5,415,355 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $5,353,837 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $4,860,374 |
Value of total assets at end of year | 2011-12-31 | $83,122,923 |
Value of total assets at beginning of year | 2011-12-31 | $84,112,190 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $61,518 |
Total interest from all sources | 2011-12-31 | $117,593 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,832,839 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $1,832,839 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 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 | $3,354,902 |
Participant contributions at end of year | 2011-12-31 | $2,674,218 |
Participant contributions at beginning of year | 2011-12-31 | $2,691,422 |
Participant contributions at end of year | 2011-12-31 | $45,484 |
Participant contributions at beginning of year | 2011-12-31 | $30,335 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $100,352 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $82,094 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $100,988 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $119,334 |
Other income not declared elsewhere | 2011-12-31 | $287,542 |
Administrative expenses (other) incurred | 2011-12-31 | $61,518 |
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 | $-970,921 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $83,021,935 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $83,992,856 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $56,516,456 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $58,253,047 |
Interest on participant loans | 2011-12-31 | $117,593 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $23,866,598 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $23,137,386 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-2,556,561 |
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 | $1,405,120 |
Employer contributions (assets) at end of year | 2011-12-31 | $20,167 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $5,271,743 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | Yes |
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 |
Aggregate proceeds on sale of assets | 2011-12-31 | $26,450,371 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $26,547,724 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | GRANT THORNTON |
Accountancy firm EIN | 2011-12-31 | 366055558 |
2010 : STONERIDGE INC. 401(K) RETIREMENT PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $119,334 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $256,009 |
Total income from all sources (including contributions) | 2010-12-31 | $10,463,269 |
Total loss/gain on sale of assets | 2010-12-31 | $64,749 |
Total of all expenses incurred | 2010-12-31 | $6,183,746 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $6,128,643 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,874,235 |
Value of total assets at end of year | 2010-12-31 | $84,112,190 |
Value of total assets at beginning of year | 2010-12-31 | $79,969,342 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $55,103 |
Total interest from all sources | 2010-12-31 | $142,688 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,441,358 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $1,441,358 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $2,868,101 |
Participant contributions at end of year | 2010-12-31 | $2,691,422 |
Participant contributions at beginning of year | 2010-12-31 | $2,521,619 |
Participant contributions at end of year | 2010-12-31 | $30,335 |
Participant contributions at beginning of year | 2010-12-31 | $43,555 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $6,134 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $11,353 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $119,334 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $256,009 |
Other income not declared elsewhere | 2010-12-31 | $553,785 |
Administrative expenses (other) incurred | 2010-12-31 | $7,671 |
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 | $4,279,523 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $83,992,856 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $79,713,333 |
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 |
Investment advisory and management fees | 2010-12-31 | $47,432 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $58,253,047 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $53,382,888 |
Interest on participant loans | 2010-12-31 | $136,196 |
Interest earned on other investments | 2010-12-31 | $6,492 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $23,137,386 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $24,021,280 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $5,386,454 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $6,117,290 |
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 | 2010-12-31 | Yes |
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 |
Aggregate proceeds on sale of assets | 2010-12-31 | $45,537,597 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $45,472,848 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | GRANT THORNTON |
Accountancy firm EIN | 2010-12-31 | 366055558 |
2009 : STONERIDGE INC. 401(K) RETIREMENT PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: STONERIDGE INC. 401(K) RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | Yes |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: STONERIDGE INC. 401(K) RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: STONERIDGE INC. 401(K) RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: STONERIDGE INC. 401(K) RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: STONERIDGE INC. 401(K) RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: STONERIDGE INC. 401(K) RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: STONERIDGE INC. 401(K) RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: STONERIDGE INC. 401(K) RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: STONERIDGE INC. 401(K) RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: STONERIDGE INC. 401(K) RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: STONERIDGE INC. 401(K) RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: STONERIDGE INC. 401(K) RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: STONERIDGE INC. 401(K) RETIREMENT PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: STONERIDGE INC. 401(K) RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |