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SAMTEC, INCORPORATED RETIREMENT PLAN 401k Plan overview

Plan NameSAMTEC, INCORPORATED RETIREMENT PLAN
Plan identification number 001

SAMTEC, INCORPORATED RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:SAMTEC, INC.
Employer identification number (EIN):351399589
NAIC Classification:334410

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAMTEC, INCORPORATED RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BETH JOHNSON2024-07-25
0012023-01-01BETH JOHNSON2024-11-04
0012022-01-01BETH JOHNSON2023-07-27
0012021-01-01BETH JOHNSON2022-07-27
0012020-01-01BETH JOHNSON2021-07-21
0012019-01-01TIM BURKE2020-06-16
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01TIM BURKE
0012011-01-01TIM BURKE
0012010-01-01TIM BURKE
0012009-01-01TIM BURKE
0012009-01-01TIM BURKE TIM BURKE2010-07-21
0012009-01-01TIM BURKE TIM BURKE2010-07-20
0012009-01-01TIM BURKE
0012009-01-01TIM BURKE
0012009-01-01TIM BURKE

Plan Statistics for SAMTEC, INCORPORATED RETIREMENT PLAN

401k plan membership statisitcs for SAMTEC, INCORPORATED RETIREMENT PLAN

Measure Date Value
2023: SAMTEC, INCORPORATED RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012,706
Total number of active participants reported on line 7a of the Form 55002023-01-011,997
Number of retired or separated participants receiving benefits2023-01-017
Number of other retired or separated participants entitled to future benefits2023-01-01579
Total of all active and inactive participants2023-01-012,583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-019
Total participants2023-01-012,592
Number of participants with account balances2023-01-012,589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0169
2022: SAMTEC, INCORPORATED RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,252
Total number of active participants reported on line 7a of the Form 55002022-01-012,053
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-01619
Total of all active and inactive participants2022-01-012,679
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0112
Total participants2022-01-012,691
Number of participants with account balances2022-01-012,684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01110
2021: SAMTEC, INCORPORATED RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,048
Total number of active participants reported on line 7a of the Form 55002021-01-011,830
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-01394
Total of all active and inactive participants2021-01-012,230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-019
Total participants2021-01-012,239
Number of participants with account balances2021-01-012,203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0142
2020: SAMTEC, INCORPORATED RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,042
Total number of active participants reported on line 7a of the Form 55002020-01-011,733
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-01295
Total of all active and inactive participants2020-01-012,032
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-012,039
Number of participants with account balances2020-01-012,038
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0153
2019: SAMTEC, INCORPORATED RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,173
Total number of active participants reported on line 7a of the Form 55002019-01-011,736
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01290
Total of all active and inactive participants2019-01-012,029
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-012,031
Number of participants with account balances2019-01-012,028
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0160
2018: SAMTEC, INCORPORATED RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,001
Total number of active participants reported on line 7a of the Form 55002018-01-011,781
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01358
Total of all active and inactive participants2018-01-012,142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-012,144
Number of participants with account balances2018-01-012,144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0157
2017: SAMTEC, INCORPORATED RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,774
Total number of active participants reported on line 7a of the Form 55002017-01-011,652
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01303
Total of all active and inactive participants2017-01-011,956
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-011,962
Number of participants with account balances2017-01-011,960
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0149
2016: SAMTEC, INCORPORATED RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,619
Total number of active participants reported on line 7a of the Form 55002016-01-011,578
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01212
Total of all active and inactive participants2016-01-011,791
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-011,795
Number of participants with account balances2016-01-011,765
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01100
2015: SAMTEC, INCORPORATED RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,521
Total number of active participants reported on line 7a of the Form 55002015-01-011,425
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01160
Total of all active and inactive participants2015-01-011,586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-011,592
Number of participants with account balances2015-01-011,553
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0133
2014: SAMTEC, INCORPORATED RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,474
Total number of active participants reported on line 7a of the Form 55002014-01-011,385
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-01122
Total of all active and inactive participants2014-01-011,510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-011,514
Number of participants with account balances2014-01-011,466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0123
2013: SAMTEC, INCORPORATED RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,163
Total number of active participants reported on line 7a of the Form 55002013-01-011,338
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01115
Total of all active and inactive participants2013-01-011,454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-011,458
Number of participants with account balances2013-01-011,395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0123
2012: SAMTEC, INCORPORATED RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,092
Total number of active participants reported on line 7a of the Form 55002012-01-011,058
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01102
Total of all active and inactive participants2012-01-011,161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-011,163
Number of participants with account balances2012-01-011,147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0137
2011: SAMTEC, INCORPORATED RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01980
Total number of active participants reported on line 7a of the Form 55002011-01-011,007
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0182
Total of all active and inactive participants2011-01-011,090
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-011,092
Number of participants with account balances2011-01-01980
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0117
2010: SAMTEC, INCORPORATED RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01865
Total number of active participants reported on line 7a of the Form 55002010-01-01902
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0174
Total of all active and inactive participants2010-01-01977
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-01980
Number of participants with account balances2010-01-01889
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0112
2009: SAMTEC, INCORPORATED RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01891
Total number of active participants reported on line 7a of the Form 55002009-01-01788
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0172
Total of all active and inactive participants2009-01-01862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01865
Number of participants with account balances2009-01-01849
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0130

Financial Data on SAMTEC, INCORPORATED RETIREMENT PLAN

Measure Date Value
2023 : SAMTEC, INCORPORATED RETIREMENT PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$15,188
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$21,058
Total income from all sources (including contributions)2023-12-31$116,481,987
Total of all expenses incurred2023-12-31$20,739,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$20,492,877
Expenses. Certain deemed distributions of participant loans2023-12-31$189,525
Value of total corrective distributions2023-12-31$17,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$41,393,359
Value of total assets at end of year2023-12-31$512,078,885
Value of total assets at beginning of year2023-12-31$416,342,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$39,947
Total interest from all sources2023-12-31$453,009
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$15,011,943
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$15,011,943
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$16,487,280
Participant contributions at end of year2023-12-31$8,158,310
Participant contributions at beginning of year2023-12-31$7,646,705
Participant contributions at end of year2023-12-31$419,099
Participant contributions at beginning of year2023-12-31$338,040
Assets. Other investments not covered elsewhere at end of year2023-12-31$3,586,994
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$2,487,153
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$1,547,580
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$15,188
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$21,058
Other income not declared elsewhere2023-12-31$946,466
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$95,742,152
Value of net assets at end of year (total assets less liabilities)2023-12-31$512,063,697
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$416,321,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$499,222,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$405,290,944
Interest on participant loans2023-12-31$453,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$58,677,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$23,358,499
Employer contributions (assets) at end of year2023-12-31$691,875
Employer contributions (assets) at beginning of year2023-12-31$579,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$20,492,877
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MONROE SHINE & CO., INC.
Accountancy firm EIN2023-12-31351515068
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$15,188
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$21,058
Total income from all sources (including contributions)2023-01-01$116,481,987
Total of all expenses incurred2023-01-01$20,739,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$20,492,877
Expenses. Certain deemed distributions of participant loans2023-01-01$189,525
Value of total corrective distributions2023-01-01$17,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$41,393,359
Value of total assets at end of year2023-01-01$512,078,885
Value of total assets at beginning of year2023-01-01$416,342,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$39,947
Total interest from all sources2023-01-01$453,009
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$15,011,943
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$15,011,943
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$16,487,280
Participant contributions at end of year2023-01-01$8,158,310
Participant contributions at beginning of year2023-01-01$7,646,705
Participant contributions at end of year2023-01-01$419,099
Participant contributions at beginning of year2023-01-01$338,040
Assets. Other investments not covered elsewhere at end of year2023-01-01$3,586,994
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$2,487,153
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$1,547,580
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$15,188
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$21,058
Other income not declared elsewhere2023-01-01$946,466
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$95,742,152
Value of net assets at end of year (total assets less liabilities)2023-01-01$512,063,697
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$416,321,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$499,222,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$405,290,944
Interest on participant loans2023-01-01$453,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$58,677,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$23,358,499
Employer contributions (assets) at end of year2023-01-01$691,875
Employer contributions (assets) at beginning of year2023-01-01$579,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$20,492,877
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-01-01No
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01MONROE SHINE & CO., INC.
Accountancy firm EIN2023-01-01351515068
2022 : SAMTEC, INCORPORATED RETIREMENT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$21,058
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$21,010
Total income from all sources (including contributions)2022-12-31$-48,282,396
Total of all expenses incurred2022-12-31$22,740,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$22,469,771
Expenses. Certain deemed distributions of participant loans2022-12-31$238,707
Value of total corrective distributions2022-12-31$4,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$39,349,966
Value of total assets at end of year2022-12-31$416,342,603
Value of total assets at beginning of year2022-12-31$487,365,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$28,108
Total interest from all sources2022-12-31$384,381
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$14,980,804
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$14,980,804
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$15,222,625
Participant contributions at end of year2022-12-31$7,646,705
Participant contributions at beginning of year2022-12-31$7,642,081
Participant contributions at end of year2022-12-31$338,040
Participant contributions at beginning of year2022-12-31$301,619
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,487,153
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$3,887,550
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,631,685
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$21,058
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$21,010
Other income not declared elsewhere2022-12-31$-1,723,807
Administrative expenses (other) incurred2022-12-31$28,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-71,023,316
Value of net assets at end of year (total assets less liabilities)2022-12-31$416,321,545
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$487,344,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$405,290,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$475,030,546
Interest on participant loans2022-12-31$384,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-101,273,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$21,495,656
Employer contributions (assets) at end of year2022-12-31$579,761
Employer contributions (assets) at beginning of year2022-12-31$504,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$22,469,771
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MONROE SHINE & CO., INC.
Accountancy firm EIN2022-12-31351515068
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$21,058
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$21,010
Total income from all sources (including contributions)2022-01-01$-48,282,396
Total of all expenses incurred2022-01-01$22,740,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$22,469,771
Expenses. Certain deemed distributions of participant loans2022-01-01$238,707
Value of total corrective distributions2022-01-01$4,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$39,349,966
Value of total assets at end of year2022-01-01$416,342,603
Value of total assets at beginning of year2022-01-01$487,365,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$28,108
Total interest from all sources2022-01-01$384,381
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$14,980,804
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$14,980,804
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$15,222,625
Participant contributions at end of year2022-01-01$7,646,705
Participant contributions at beginning of year2022-01-01$7,642,081
Participant contributions at end of year2022-01-01$338,040
Participant contributions at beginning of year2022-01-01$301,619
Assets. Other investments not covered elsewhere at end of year2022-01-01$2,487,153
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$3,887,550
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$2,631,685
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$21,058
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$21,010
Other income not declared elsewhere2022-01-01$-1,723,807
Administrative expenses (other) incurred2022-01-01$28,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-71,023,316
Value of net assets at end of year (total assets less liabilities)2022-01-01$416,321,545
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$487,344,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$405,290,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$475,030,546
Interest on participant loans2022-01-01$384,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-101,273,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$21,495,656
Employer contributions (assets) at end of year2022-01-01$579,761
Employer contributions (assets) at beginning of year2022-01-01$504,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$22,469,771
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01MONROE SHINE & CO., INC.
Accountancy firm EIN2022-01-01351515068
2021 : SAMTEC, INCORPORATED RETIREMENT PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$21,010
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$11,649
Total income from all sources (including contributions)2021-12-31$92,977,518
Total of all expenses incurred2021-12-31$28,698,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$28,550,677
Expenses. Certain deemed distributions of participant loans2021-12-31$118,804
Value of total corrective distributions2021-12-31$3,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$34,791,123
Value of total assets at end of year2021-12-31$487,365,871
Value of total assets at beginning of year2021-12-31$423,077,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$26,197
Total interest from all sources2021-12-31$428,773
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$19,094,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$19,094,334
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$13,543,826
Participant contributions at end of year2021-12-31$7,642,081
Participant contributions at beginning of year2021-12-31$8,129,761
Participant contributions at end of year2021-12-31$301,619
Participant contributions at beginning of year2021-12-31$267,378
Assets. Other investments not covered elsewhere at end of year2021-12-31$3,887,550
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$3,939,102
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,346,606
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$21,010
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$11,649
Other income not declared elsewhere2021-12-31$-34,688
Administrative expenses (other) incurred2021-12-31$26,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$64,278,784
Value of net assets at end of year (total assets less liabilities)2021-12-31$487,344,861
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$423,066,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$475,030,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$410,292,638
Interest on participant loans2021-12-31$428,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$38,697,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$18,900,691
Employer contributions (assets) at end of year2021-12-31$504,075
Employer contributions (assets) at beginning of year2021-12-31$448,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$28,550,677
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MONROE SHINE & CO., INC.
Accountancy firm EIN2021-12-31351515068
2020 : SAMTEC, INCORPORATED RETIREMENT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$11,649
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,561
Total income from all sources (including contributions)2020-12-31$86,326,933
Total of all expenses incurred2020-12-31$26,139,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$25,992,609
Expenses. Certain deemed distributions of participant loans2020-12-31$119,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$30,872,030
Value of total assets at end of year2020-12-31$423,077,726
Value of total assets at beginning of year2020-12-31$362,883,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$27,369
Total interest from all sources2020-12-31$437,701
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$11,149,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$11,149,989
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$12,312,278
Participant contributions at end of year2020-12-31$8,129,761
Participant contributions at beginning of year2020-12-31$7,872,021
Participant contributions at end of year2020-12-31$267,378
Assets. Other investments not covered elsewhere at end of year2020-12-31$3,939,102
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,603,274
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,040,718
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$11,649
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$4,561
Other income not declared elsewhere2020-12-31$1,689,609
Administrative expenses (other) incurred2020-12-31$27,369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$60,187,364
Value of net assets at end of year (total assets less liabilities)2020-12-31$423,066,077
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$362,878,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$410,292,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$352,407,979
Interest on participant loans2020-12-31$437,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$42,177,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$17,519,034
Employer contributions (assets) at end of year2020-12-31$448,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$25,992,609
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MONROE SHINE & CO., INC.
Accountancy firm EIN2020-12-31351515068
2019 : SAMTEC, INCORPORATED RETIREMENT PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,561
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$30,745
Total income from all sources (including contributions)2019-12-31$92,352,064
Total of all expenses incurred2019-12-31$16,723,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,532,165
Expenses. Certain deemed distributions of participant loans2019-12-31$156,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$29,313,225
Value of total assets at end of year2019-12-31$362,883,274
Value of total assets at beginning of year2019-12-31$287,280,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$34,721
Total interest from all sources2019-12-31$411,240
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$10,457,057
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$10,457,057
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$11,254,689
Participant contributions at end of year2019-12-31$7,872,021
Participant contributions at beginning of year2019-12-31$7,448,179
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,603,274
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,822,419
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,248,982
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$4,561
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$30,745
Other income not declared elsewhere2019-12-31$170,541
Administrative expenses (other) incurred2019-12-31$34,721
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$75,628,736
Value of net assets at end of year (total assets less liabilities)2019-12-31$362,878,713
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$287,249,977
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$352,407,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$278,010,124
Interest on participant loans2019-12-31$411,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$52,000,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$16,809,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,532,165
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MONROE SHINE & CO., INC.
Accountancy firm EIN2019-12-31351515068
2018 : SAMTEC, INCORPORATED RETIREMENT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$30,745
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$76,355
Total income from all sources (including contributions)2018-12-31$11,304,102
Total of all expenses incurred2018-12-31$8,902,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,798,849
Expenses. Certain deemed distributions of participant loans2018-12-31$66,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$29,150,607
Value of total assets at end of year2018-12-31$287,280,722
Value of total assets at beginning of year2018-12-31$284,924,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$37,045
Total interest from all sources2018-12-31$355,251
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$12,868,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$12,868,099
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$10,643,889
Participant contributions at end of year2018-12-31$7,448,179
Participant contributions at beginning of year2018-12-31$6,933,498
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,822,419
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,680,041
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,155,319
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$30,745
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$76,355
Other income not declared elsewhere2018-12-31$-211,287
Administrative expenses (other) incurred2018-12-31$37,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$2,401,503
Value of net assets at end of year (total assets less liabilities)2018-12-31$287,249,977
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$284,848,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$278,010,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$276,311,290
Interest on participant loans2018-12-31$355,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-30,858,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$16,351,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,798,849
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MONROE SHINE & CO., INC.
Accountancy firm EIN2018-12-31351515068
2017 : SAMTEC, INCORPORATED 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$76,355
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$50,798
Total income from all sources (including contributions)2017-12-31$64,992,195
Total of all expenses incurred2017-12-31$6,664,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,501,084
Expenses. Certain deemed distributions of participant loans2017-12-31$74,719
Value of total corrective distributions2017-12-31$55,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$25,243,340
Value of total assets at end of year2017-12-31$284,924,829
Value of total assets at beginning of year2017-12-31$226,571,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$33,015
Total interest from all sources2017-12-31$325,502
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$8,999,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$8,999,400
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$9,118,869
Participant contributions at end of year2017-12-31$6,933,498
Participant contributions at beginning of year2017-12-31$6,820,328
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,680,041
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,069,575
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,741,821
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$76,355
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$50,798
Other income not declared elsewhere2017-12-31$233,209
Administrative expenses (other) incurred2017-12-31$33,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$58,327,861
Value of net assets at end of year (total assets less liabilities)2017-12-31$284,848,474
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$226,520,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$276,311,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$218,681,508
Interest on participant loans2017-12-31$325,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$30,190,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$14,382,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,501,084
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MONROE SHINE & CO., INC.
Accountancy firm EIN2017-12-31351515068
2016 : SAMTEC, INCORPORATED 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$50,798
Total income from all sources (including contributions)2016-12-31$38,611,910
Total of all expenses incurred2016-12-31$12,875,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$12,760,798
Expenses. Certain deemed distributions of participant loans2016-12-31$79,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$22,144,518
Value of total assets at end of year2016-12-31$226,571,411
Value of total assets at beginning of year2016-12-31$200,784,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$35,090
Total interest from all sources2016-12-31$290,352
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,378,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$5,378,568
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$8,080,719
Participant contributions at end of year2016-12-31$6,820,328
Participant contributions at beginning of year2016-12-31$6,388,132
Participant contributions at beginning of year2016-12-31$13,930
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,069,575
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,050,576
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,216,943
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$50,798
Other income not declared elsewhere2016-12-31$-73,153
Administrative expenses (other) incurred2016-12-31$35,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$25,736,563
Value of net assets at end of year (total assets less liabilities)2016-12-31$226,520,613
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$200,784,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$218,681,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$193,319,695
Interest on participant loans2016-12-31$290,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$10,871,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$12,846,856
Employer contributions (assets) at beginning of year2016-12-31$11,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$12,760,798
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MONROE SHINE & CO., INC.
Accountancy firm EIN2016-12-31351515068
2015 : SAMTEC, INCORPORATED RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$15,740,719
Total of all expenses incurred2015-12-31$5,399,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,277,751
Expenses. Certain deemed distributions of participant loans2015-12-31$85,979
Value of total corrective distributions2015-12-31$8,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$18,807,857
Value of total assets at end of year2015-12-31$200,784,050
Value of total assets at beginning of year2015-12-31$190,443,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$27,482
Total interest from all sources2015-12-31$263,072
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$9,045,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$9,045,674
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$7,158,272
Participant contributions at end of year2015-12-31$6,388,132
Participant contributions at beginning of year2015-12-31$5,844,730
Participant contributions at end of year2015-12-31$13,930
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,050,576
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$458,369
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$225,805
Other income not declared elsewhere2015-12-31$-164,052
Administrative expenses (other) incurred2015-12-31$27,482
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$10,340,940
Value of net assets at end of year (total assets less liabilities)2015-12-31$200,784,050
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$190,443,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$193,319,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$184,140,011
Interest on participant loans2015-12-31$263,072
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-12,211,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$11,423,780
Employer contributions (assets) at end of year2015-12-31$11,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,277,751
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MONROE SHINE & CO., INC.
Accountancy firm EIN2015-12-31351515068
2014 : SAMTEC, INCORPORATED RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$27,725,956
Total of all expenses incurred2014-12-31$5,089,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,022,840
Expenses. Certain deemed distributions of participant loans2014-12-31$40,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$17,249,867
Value of total assets at end of year2014-12-31$190,443,110
Value of total assets at beginning of year2014-12-31$167,806,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$26,582
Total interest from all sources2014-12-31$243,684
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$8,938,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$8,938,244
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$6,037,846
Participant contributions at end of year2014-12-31$5,844,730
Participant contributions at beginning of year2014-12-31$5,435,701
Assets. Other investments not covered elsewhere at end of year2014-12-31$458,369
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,099,874
Other income not declared elsewhere2014-12-31$23,251
Administrative expenses (other) incurred2014-12-31$26,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$22,636,502
Value of net assets at end of year (total assets less liabilities)2014-12-31$190,443,110
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$167,806,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$184,140,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$162,370,907
Interest on participant loans2014-12-31$243,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,270,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$10,112,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,022,840
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MONROE SHINE & CO., INC.
Accountancy firm EIN2014-12-31351515068
2013 : SAMTEC, INCORPORATED RETIREMENT PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$6,176,070
Total income from all sources (including contributions)2013-12-31$40,597,579
Total of all expenses incurred2013-12-31$4,765,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,684,093
Expenses. Certain deemed distributions of participant loans2013-12-31$52,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$13,017,021
Value of total assets at end of year2013-12-31$167,806,608
Value of total assets at beginning of year2013-12-31$125,798,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$28,807
Total interest from all sources2013-12-31$195,227
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$6,385,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$6,385,949
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,614,883
Participant contributions at end of year2013-12-31$5,435,701
Participant contributions at beginning of year2013-12-31$4,035,939
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$383,551
Other income not declared elsewhere2013-12-31$1,113
Administrative expenses (other) incurred2013-12-31$28,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$35,831,780
Value of net assets at end of year (total assets less liabilities)2013-12-31$167,806,608
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$125,798,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$162,370,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$121,762,819
Interest on participant loans2013-12-31$195,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$20,998,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$8,018,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,684,093
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MONROE SHINE & CO., INC.
Accountancy firm EIN2013-12-31351515068
2012 : SAMTEC, INCORPORATED RETIREMENT PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$539,351
Total income from all sources (including contributions)2012-12-31$26,377,056
Total of all expenses incurred2012-12-31$2,384,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,340,561
Expenses. Certain deemed distributions of participant loans2012-12-31$27,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$11,932,468
Value of total assets at end of year2012-12-31$125,798,758
Value of total assets at beginning of year2012-12-31$101,267,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,225
Total interest from all sources2012-12-31$179,910
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,763,388
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$3,763,388
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,097,452
Participant contributions at end of year2012-12-31$4,035,939
Participant contributions at beginning of year2012-12-31$3,437,160
Participant contributions at beginning of year2012-12-31$53,741
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$588,503
Other income not declared elsewhere2012-12-31$2,211
Administrative expenses (other) incurred2012-12-31$17,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$23,992,117
Value of net assets at end of year (total assets less liabilities)2012-12-31$125,798,758
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$101,267,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$121,762,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$97,662,334
Interest on participant loans2012-12-31$179,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$10,499,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$7,246,513
Employer contributions (assets) at beginning of year2012-12-31$114,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,340,561
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MONROE SHINE & CO., INC.
Accountancy firm EIN2012-12-31351515068
2011 : SAMTEC, INCORPORATED RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$7,811,096
Total of all expenses incurred2011-12-31$3,182,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,155,155
Expenses. Certain deemed distributions of participant loans2011-12-31$13,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$10,481,956
Value of total assets at end of year2011-12-31$101,267,290
Value of total assets at beginning of year2011-12-31$96,638,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,600
Total interest from all sources2011-12-31$166,099
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,830,557
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,830,557
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,406,412
Participant contributions at end of year2011-12-31$3,437,160
Participant contributions at beginning of year2011-12-31$3,368,423
Participant contributions at end of year2011-12-31$53,741
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$721,445
Other income not declared elsewhere2011-12-31$13,975
Administrative expenses (other) incurred2011-12-31$13,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$4,628,978
Value of net assets at end of year (total assets less liabilities)2011-12-31$101,267,290
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$96,638,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$97,662,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$93,269,889
Interest on participant loans2011-12-31$166,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-5,681,491
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$6,354,099
Employer contributions (assets) at end of year2011-12-31$114,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,155,155
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MONROE SHINE & CO., INC.
Accountancy firm EIN2011-12-31351515068
2010 : SAMTEC, INCORPORATED RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$21,185,268
Total of all expenses incurred2010-12-31$2,475,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,445,710
Expenses. Certain deemed distributions of participant loans2010-12-31$17,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$9,980,280
Value of total assets at end of year2010-12-31$96,638,312
Value of total assets at beginning of year2010-12-31$77,928,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,400
Total interest from all sources2010-12-31$193,484
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,377,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,377,440
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,397,501
Participant contributions at end of year2010-12-31$3,368,423
Participant contributions at beginning of year2010-12-31$3,341,177
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$247,573
Other income not declared elsewhere2010-12-31$48,653
Administrative expenses (other) incurred2010-12-31$12,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$18,709,827
Value of net assets at end of year (total assets less liabilities)2010-12-31$96,638,312
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$77,928,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$93,269,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$74,587,308
Interest on participant loans2010-12-31$193,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$9,585,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$6,335,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,445,710
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MONROE SHINE & CO., INC.
Accountancy firm EIN2010-12-31351515068
2009 : SAMTEC, INCORPORATED RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SAMTEC, INCORPORATED RETIREMENT PLAN

2023: SAMTEC, INCORPORATED RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SAMTEC, INCORPORATED RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SAMTEC, INCORPORATED RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SAMTEC, INCORPORATED RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SAMTEC, INCORPORATED RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SAMTEC, INCORPORATED RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SAMTEC, INCORPORATED RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SAMTEC, INCORPORATED RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SAMTEC, INCORPORATED RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SAMTEC, INCORPORATED RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SAMTEC, INCORPORATED RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SAMTEC, INCORPORATED RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SAMTEC, INCORPORATED RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SAMTEC, INCORPORATED RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SAMTEC, INCORPORATED RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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