CATERPILLAR INC. has sponsored the creation of one or more 401k plans.
Additional information about CATERPILLAR INC.
Submission information for form 5500 for 401k plan CATERPILLAR - IAM LODGE PM 360 SUB PLAN
| Measure | Date | Value |
|---|
| 2012 : CATERPILLAR - IAM LODGE PM 360 SUB PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-11-28 | $7,858 |
| Expenses. Total of all expenses incurred | 2012-11-28 | $19,676 |
| Benefits paid (including direct rollovers) | 2012-11-28 | $11,059 |
| Total plan assets at end of year | 2012-11-28 | $0 |
| Total plan assets at beginning of year | 2012-11-28 | $11,818 |
| Value of fidelity bond covering the plan | 2012-11-28 | $50,000,000 |
| Net income (gross income less expenses) | 2012-11-28 | $-11,818 |
| Net plan assets at end of year (total assets less liabilities) | 2012-11-28 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-11-28 | $11,818 |
| Total contributions received or receivable from employer(s) | 2012-11-28 | $7,858 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-11-28 | $8,617 |
| 2011 : CATERPILLAR - IAM LODGE PM 360 SUB PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $12,193 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $8,514 |
| Total plan assets at end of year | 2011-12-31 | $11,818 |
| Total plan assets at beginning of year | 2011-12-31 | $8,139 |
| Value of fidelity bond covering the plan | 2011-12-31 | $50,000,000 |
| Other income received | 2011-12-31 | $1 |
| Net income (gross income less expenses) | 2011-12-31 | $3,679 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $11,818 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,139 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $12,192 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $8,514 |
| 2010 : CATERPILLAR - IAM LODGE PM 360 SUB PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $1,215 |
| Total income from all sources | 2010-12-31 | $12,707 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $12,108 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $6,203 |
| Total plan assets at end of year | 2010-12-31 | $8,139 |
| Total plan assets at beginning of year | 2010-12-31 | $6,325 |
| Value of fidelity bond covering the plan | 2010-12-31 | $50,000,000 |
| Other income received | 2010-12-31 | $1 |
| Net income (gross income less expenses) | 2010-12-31 | $599 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $8,139 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,325 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $12,706 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $5,905 |
| 2012: CATERPILLAR - IAM LODGE PM 360 SUB PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | Yes |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2012-01-01 | Plan is a collectively bargained plan | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: CATERPILLAR - IAM LODGE PM 360 SUB PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: CATERPILLAR - IAM LODGE PM 360 SUB PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: CATERPILLAR - IAM LODGE PM 360 SUB PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.
See full terms and conditions
