401k Plan data: MITSUBISHI ENGINE NORTH AMERICA, INC. SAVINGS AND RETIREMENT PLAN plan

MITSUBISHI ENGINE NORTH AMERICA, INC. SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan Name	MITSUBISHI ENGINE NORTH AMERICA, INC. SAVINGS AND RETIREMENT PLAN
Plan identification number	001

MITSUBISHI ENGINE NORTH AMERICA, INC. SAVINGS AND RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MITSUBISHI TURBOCHARGER AND ENGINE AMERICA, INC. has sponsored the creation of one or more 401k plans.

Company Name: MITSUBISHI TURBOCHARGER AND ENGINE AMERICA, INC.

Employer identification number (EIN): 363343020

NAIC Classification: 333610

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MITSUBISHI ENGINE NORTH AMERICA, INC. SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 CHRISTINA MUNOZ 2019-10-01
001 2017-01-01 CHRISTINA MUNOZ 2018-10-03
001 2016-01-01 CHRISTINA MUNOZ 2017-08-14
001 2015-01-01 CHRISTINA MUNOZ 2016-06-03
001 2014-01-01 CHRISTINA MUNOZ 2015-09-02
001 2013-01-01 CHRISTINA MUNOZ 2014-08-28
001 2012-01-01 CHRISTINA MUNOZ 2013-10-03
001 2011-01-01 AKIRA KAKINUMA 2012-08-06 PERRY ANGIULO 2012-08-06
001 2010-01-01 AKIRA KAKINUMA 2011-05-05 PERRY ANGIULO 2011-05-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	CHRISTINA MUNOZ	2019-10-01
001	2017-01-01	CHRISTINA MUNOZ	2018-10-03
001	2016-01-01	CHRISTINA MUNOZ	2017-08-14
001	2015-01-01	CHRISTINA MUNOZ	2016-06-03
001	2014-01-01	CHRISTINA MUNOZ	2015-09-02
001	2013-01-01	CHRISTINA MUNOZ	2014-08-28
001	2012-01-01	CHRISTINA MUNOZ	2013-10-03
001	2011-01-01	AKIRA KAKINUMA	2012-08-06	PERRY ANGIULO	2012-08-06
001	2010-01-01	AKIRA KAKINUMA	2011-05-05	PERRY ANGIULO	2011-05-05

Plan Statistics for MITSUBISHI ENGINE NORTH AMERICA, INC. SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for MITSUBISHI ENGINE NORTH AMERICA, INC. SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022: MITSUBISHI ENGINE NORTH AMERICA, INC. SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 105
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 31
Total of all active and inactive participants 2022-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 138
Number of participants with account balances 2022-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: MITSUBISHI ENGINE NORTH AMERICA, INC. SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 114
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 25
Total of all active and inactive participants 2021-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 140
Number of participants with account balances 2021-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MITSUBISHI ENGINE NORTH AMERICA, INC. SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 130
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 16
Total of all active and inactive participants 2020-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 149
Number of participants with account balances 2020-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MITSUBISHI ENGINE NORTH AMERICA, INC. SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 117
Number of retired or separated participants receiving benefits 2019-01-01 19
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 136
Number of participants with account balances 2019-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2022: MITSUBISHI ENGINE NORTH AMERICA, INC. SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	105
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	31
Total of all active and inactive participants	2022-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	138
Number of participants with account balances	2022-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: MITSUBISHI ENGINE NORTH AMERICA, INC. SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	114
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	25
Total of all active and inactive participants	2021-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	140
Number of participants with account balances	2021-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MITSUBISHI ENGINE NORTH AMERICA, INC. SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	130
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	16
Total of all active and inactive participants	2020-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	149
Number of participants with account balances	2020-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MITSUBISHI ENGINE NORTH AMERICA, INC. SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	117
Number of retired or separated participants receiving benefits	2019-01-01	19
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	136
Number of participants with account balances	2019-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on MITSUBISHI ENGINE NORTH AMERICA, INC. SAVINGS AND RETIREMENT PLAN

Measure	Date	Value
2022 : MITSUBISHI ENGINE NORTH AMERICA, INC. SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-200,023
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$392,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$349,533
Value of total corrective distributions	2022-12-31	$8,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$650,782
Value of total assets at end of year	2022-12-31	$4,182,284
Value of total assets at beginning of year	2022-12-31	$4,775,222
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$34,758
Total interest from all sources	2022-12-31	$3,504
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$477,522
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$434,544
Participant contributions at end of year	2022-12-31	$69,845
Participant contributions at beginning of year	2022-12-31	$36,839
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$24,327
Other income not declared elsewhere	2022-12-31	$10,773
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$24
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-592,938
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,182,284
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,775,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,917,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$4,095,606
Interest on participant loans	2022-12-31	$3,504
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,194,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$642,753
Net investment gain/loss from pooled separate accounts	2022-12-31	$-865,082
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$191,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$349,533
Contract administrator fees	2022-12-31	$34,758
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CASSELL PLAN AUDITS, INC
Accountancy firm EIN	2022-12-31	462966358
2021 : MITSUBISHI ENGINE NORTH AMERICA, INC. SAVINGS AND RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,138,866
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$794,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$758,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$617,577
Value of total assets at end of year	2021-12-31	$4,775,222
Value of total assets at beginning of year	2021-12-31	$4,431,349
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$36,788
Total interest from all sources	2021-12-31	$2,281
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$443,135
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$413,511
Participant contributions at end of year	2021-12-31	$36,839
Participant contributions at beginning of year	2021-12-31	$27,924
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$21,074
Total non interest bearing cash at end of year	2021-12-31	$24
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$343,873
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,775,222
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,431,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$4,095,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$0
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$3,286,718
Interest on participant loans	2021-12-31	$2,281
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$642,753
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,116,707
Net investment gain/loss from pooled separate accounts	2021-12-31	$519,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$182,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$758,205
Contract administrator fees	2021-12-31	$36,788
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CASSELL PLAN AUDITS, INC
Accountancy firm EIN	2021-12-31	462966358
2020 : MITSUBISHI ENGINE NORTH AMERICA, INC. SAVINGS AND RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,130,803
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$240,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$209,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$601,280
Value of total assets at end of year	2020-12-31	$4,431,349
Value of total assets at beginning of year	2020-12-31	$3,541,525
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$31,665
Total interest from all sources	2020-12-31	$2,614
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$354,152
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$385,314
Participant contributions at end of year	2020-12-31	$27,924
Participant contributions at beginning of year	2020-12-31	$40,237
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$29,026
Other income not declared elsewhere	2020-12-31	$13,933
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$889,824
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,431,349
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,541,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$3,286,718
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$2,661,597
Interest on participant loans	2020-12-31	$2,614
Value of interest in common/collective trusts at end of year	2020-12-31	$0
Value of interest in common/collective trusts at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,116,707
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$839,691
Net investment gain/loss from pooled separate accounts	2020-12-31	$512,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$186,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$209,314
Contract administrator fees	2020-12-31	$31,665
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	CASSELL PLAN AUDITS, INC
Accountancy firm EIN	2020-12-31	462966358
2019 : MITSUBISHI ENGINE NORTH AMERICA, INC. SAVINGS AND RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$956,293
Total income from all sources (including contributions)	2019-12-31	$956,293
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$142,625
Total of all expenses incurred	2019-12-31	$142,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$128,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$128,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$507,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$507,409
Value of total assets at end of year	2019-12-31	$3,541,525
Value of total assets at end of year	2019-12-31	$3,541,525
Value of total assets at beginning of year	2019-12-31	$2,727,857
Value of total assets at beginning of year	2019-12-31	$2,727,857
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$14,146
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$14,146
Total interest from all sources	2019-12-31	$2,154
Total interest from all sources	2019-12-31	$2,154
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$272,786
Value of fidelity bond cover	2019-12-31	$272,786
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$343,424
Contributions received from participants	2019-12-31	$343,424
Participant contributions at end of year	2019-12-31	$40,237
Participant contributions at end of year	2019-12-31	$40,237
Participant contributions at beginning of year	2019-12-31	$17,807
Participant contributions at beginning of year	2019-12-31	$17,807
Other income not declared elsewhere	2019-12-31	$10,102
Other income not declared elsewhere	2019-12-31	$10,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$813,668
Value of net income/loss	2019-12-31	$813,668
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,541,525
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,541,525
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,727,857
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,727,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$2,661,597
Value of interest in pooled separate accounts at end of year	2019-12-31	$2,661,597
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,926,047
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,926,047
Interest on participant loans	2019-12-31	$2,154
Interest on participant loans	2019-12-31	$2,154
Value of interest in common/collective trusts at end of year	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$839,691
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$839,691
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$784,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$784,003
Net investment gain/loss from pooled separate accounts	2019-12-31	$436,628
Net investment gain/loss from pooled separate accounts	2019-12-31	$436,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$163,985
Contributions received in cash from employer	2019-12-31	$163,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$128,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$128,479
Contract administrator fees	2019-12-31	$14,146
Contract administrator fees	2019-12-31	$14,146
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Qualified
Opinion of an independent qualified public accountant for this plan	2019-12-31	Qualified
Accountancy firm name	2019-12-31	CASSELL PLAN AUDITS, INC
Accountancy firm name	2019-12-31	CASSELL PLAN AUDITS, INC
Accountancy firm EIN	2019-12-31	462966358
Accountancy firm EIN	2019-12-31	462966358

Form 5500 Responses for MITSUBISHI ENGINE NORTH AMERICA, INC. SAVINGS AND RETIREMENT PLAN

2022: MITSUBISHI ENGINE NORTH AMERICA, INC. SAVINGS AND RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MITSUBISHI ENGINE NORTH AMERICA, INC. SAVINGS AND RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MITSUBISHI ENGINE NORTH AMERICA, INC. SAVINGS AND RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MITSUBISHI ENGINE NORTH AMERICA, INC. SAVINGS AND RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

140874

Policy instance

Insurance contract or identification number	140874
Number of Individuals Covered	105
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $19,177
Total amount of fees paid to insurance company	USD $2,300
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,017
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

140874

Policy instance

Insurance contract or identification number	140874
Number of Individuals Covered	103
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $19,845
Total amount of fees paid to insurance company	USD $1,450
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,620
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

140874

Policy instance

Insurance contract or identification number	140874
Number of Individuals Covered	104
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $20,167
Total amount of fees paid to insurance company	USD $1,550
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $14,747
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

140874

Policy instance

Insurance contract or identification number	140874
Number of Individuals Covered	117
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $4,355
Total amount of fees paid to insurance company	USD $8,838
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	8838
Additional information about fees paid to insurance broker	TPA FEES PAID, TPA COMPENSATION
Insurance broker organization code?	5

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

803401-000

Policy instance

Insurance contract or identification number	803401-000
Number of Individuals Covered	117
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $6,059
Total amount of fees paid to insurance company	USD $1,015
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,212
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

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Company Name:	MITSUBISHI TURBOCHARGER AND ENGINE AMERICA, INC.
Employer identification number (EIN):	363343020
NAIC Classification:	333610