AMERICAN AXLE & MANUFACTURING, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AMERICAN AXLE & MANUFACTURING, INC. RETIREMENT PROGRAM FOR SALARIED EMPLOYEES
401k plan membership statisitcs for AMERICAN AXLE & MANUFACTURING, INC. RETIREMENT PROGRAM FOR SALARIED EMPLOYEES
Measure | Date | Value |
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2019: AMERICAN AXLE & MANUFACTURING, INC. RETIREMENT PROGRAM FOR SALARIED EMPLOYEES 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 116,134,391 |
Acturial value of plan assets | 2019-12-31 | 122,199,007 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 74,555,446 |
Number of terminated vested participants | 2019-12-31 | 450 |
Fundng target for terminated vested participants | 2019-12-31 | 14,240,749 |
Active participant vested funding target | 2019-12-31 | 25,599,081 |
Number of active participants | 2019-12-31 | 444 |
Total funding liabilities for active participants | 2019-12-31 | 27,910,695 |
Total participant count | 2019-12-31 | 1,559 |
Total funding target for all participants | 2019-12-31 | 116,706,890 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 14,922,103 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 2,389,622 |
Amount remaining of prefunding balance | 2019-12-31 | 12,532,481 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 11,898,337 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 781,946 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 6,406,220 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 2,175,185 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 2,175,185 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 1,543 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 0 |
2018: AMERICAN AXLE & MANUFACTURING, INC. RETIREMENT PROGRAM FOR SALARIED EMPLOYEES 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 129,792,412 |
Acturial value of plan assets | 2018-12-31 | 122,087,746 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 73,580,739 |
Number of terminated vested participants | 2018-12-31 | 431 |
Fundng target for terminated vested participants | 2018-12-31 | 12,878,242 |
Active participant vested funding target | 2018-12-31 | 27,221,792 |
Number of active participants | 2018-12-31 | 484 |
Total funding liabilities for active participants | 2018-12-31 | 29,743,452 |
Total participant count | 2018-12-31 | 1,583 |
Total funding target for all participants | 2018-12-31 | 116,202,433 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 14,324,876 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 1,408,661 |
Amount remaining of prefunding balance | 2018-12-31 | 12,916,215 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 14,922,103 |
Total employer contributions | 2018-12-31 | 75,062 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 74,052 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 727,239 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 9,036,790 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 2,350,596 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 2,389,622 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 1,567 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 444 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 579 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 430 |
Total of all active and inactive participants | 2018-01-01 | 1,453 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 90 |
Total participants | 2018-01-01 | 1,543 |
2017: AMERICAN AXLE & MANUFACTURING, INC. RETIREMENT PROGRAM FOR SALARIED EMPLOYEES 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 118,875,406 |
Acturial value of plan assets | 2017-12-31 | 120,644,918 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 68,716,323 |
Number of terminated vested participants | 2017-12-31 | 413 |
Fundng target for terminated vested participants | 2017-12-31 | 11,820,890 |
Active participant vested funding target | 2017-12-31 | 27,850,939 |
Number of active participants | 2017-12-31 | 523 |
Total funding liabilities for active participants | 2017-12-31 | 30,561,463 |
Total participant count | 2017-12-31 | 1,595 |
Total funding target for all participants | 2017-12-31 | 111,098,676 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 14,195,444 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 1,007,379 |
Amount remaining of prefunding balance | 2017-12-31 | 13,188,065 |
Present value of excess contributions | 2017-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 14,324,876 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 577,464 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 4,778,634 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 1,408,661 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 1,408,661 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 1,578 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 484 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 588 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 412 |
Total of all active and inactive participants | 2017-01-01 | 1,484 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 83 |
Total participants | 2017-01-01 | 1,567 |
2016: AMERICAN AXLE & MANUFACTURING, INC. RETIREMENT PROGRAM FOR SALARIED EMPLOYEES 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 116,335,387 |
Acturial value of plan assets | 2016-12-31 | 121,397,034 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 67,939,846 |
Number of terminated vested participants | 2016-12-31 | 406 |
Fundng target for terminated vested participants | 2016-12-31 | 10,768,681 |
Active participant vested funding target | 2016-12-31 | 27,558,009 |
Number of active participants | 2016-12-31 | 555 |
Total funding liabilities for active participants | 2016-12-31 | 30,461,957 |
Total participant count | 2016-12-31 | 1,619 |
Total funding target for all participants | 2016-12-31 | 109,170,484 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 14,857,420 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 485,198 |
Amount remaining of prefunding balance | 2016-12-31 | 14,372,222 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 14,195,444 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 675,097 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 1,968,894 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 1,007,379 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 1,007,379 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 1,602 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 519 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 577 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 410 |
Total of all active and inactive participants | 2016-01-01 | 1,506 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 72 |
Total participants | 2016-01-01 | 1,578 |
2015: AMERICAN AXLE & MANUFACTURING, INC. RETIREMENT PROGRAM FOR SALARIED EMPLOYEES 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 1,616 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 555 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 581 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 399 |
Total of all active and inactive participants | 2015-01-01 | 1,535 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 67 |
Total participants | 2015-01-01 | 1,602 |
2014: AMERICAN AXLE & MANUFACTURING, INC. RETIREMENT PROGRAM FOR SALARIED EMPLOYEES 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 2,051 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 572 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 581 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 400 |
Total of all active and inactive participants | 2014-01-01 | 1,553 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 63 |
Total participants | 2014-01-01 | 1,616 |
2013: AMERICAN AXLE & MANUFACTURING, INC. RETIREMENT PROGRAM FOR SALARIED EMPLOYEES 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 2,043 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 620 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 576 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 798 |
Total of all active and inactive participants | 2013-01-01 | 1,994 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 57 |
Total participants | 2013-01-01 | 2,051 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: AMERICAN AXLE & MANUFACTURING, INC. RETIREMENT PROGRAM FOR SALARIED EMPLOYEES 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 2,057 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 604 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 567 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 822 |
Total of all active and inactive participants | 2012-01-01 | 1,993 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 50 |
Total participants | 2012-01-01 | 2,043 |
2011: AMERICAN AXLE & MANUFACTURING, INC. RETIREMENT PROGRAM FOR SALARIED EMPLOYEES 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 1,642 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 649 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 562 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 802 |
Total of all active and inactive participants | 2011-01-01 | 2,013 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 44 |
Total participants | 2011-01-01 | 2,057 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2010: AMERICAN AXLE & MANUFACTURING, INC. RETIREMENT PROGRAM FOR SALARIED EMPLOYEES 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 1,634 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 375 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 552 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 676 |
Total of all active and inactive participants | 2010-01-01 | 1,603 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 39 |
Total participants | 2010-01-01 | 1,642 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: AMERICAN AXLE & MANUFACTURING, INC. RETIREMENT PROGRAM FOR SALARIED EMPLOYEES 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 1,641 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 401 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 546 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 655 |
Total of all active and inactive participants | 2009-01-01 | 1,602 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 32 |
Total participants | 2009-01-01 | 1,634 |
Measure | Date | Value |
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2019 : AMERICAN AXLE & MANUFACTURING, INC. RETIREMENT PROGRAM FOR SALARIED EMPLOYEES 2019 401k financial data |
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Total transfer of assets from this plan | 2019-12-31 | $123,547,859 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $3,470 |
Total income from all sources (including contributions) | 2019-12-31 | $19,925,164 |
Total of all expenses incurred | 2019-12-31 | $12,295,954 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $12,295,954 |
Value of total assets at beginning of year | 2019-12-31 | $115,922,119 |
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 |
Value of fidelity bond cover | 2019-12-31 | $15,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $3,470 |
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 | $7,629,210 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $115,918,649 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $115,922,119 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $12,295,954 |
Did the plan have assets held for investment | 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 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | GEORGE JOHNSON & COMPANY |
Accountancy firm EIN | 2019-12-31 | 382029668 |
2018 : AMERICAN AXLE & MANUFACTURING, INC. RETIREMENT PROGRAM FOR SALARIED EMPLOYEES 2018 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $3,470 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $6,130 |
Total income from all sources (including contributions) | 2018-12-31 | $-7,010,816 |
Total of all expenses incurred | 2018-12-31 | $6,644,348 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $6,644,348 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $75,062 |
Value of total assets at end of year | 2018-12-31 | $115,922,119 |
Value of total assets at beginning of year | 2018-12-31 | $129,579,943 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $15,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $3,470 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $6,130 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-13,655,164 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $115,918,649 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $129,573,813 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $115,922,119 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $129,579,943 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $75,062 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $6,644,348 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | GEORGE JOHNSON & COMPANY |
Accountancy firm EIN | 2018-12-31 | 382029668 |
2017 : AMERICAN AXLE & MANUFACTURING, INC. RETIREMENT PROGRAM FOR SALARIED EMPLOYEES 2017 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $6,130 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $9,056 |
Total income from all sources (including contributions) | 2017-12-31 | $17,304,353 |
Total of all expenses incurred | 2017-12-31 | $6,377,753 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $6,377,753 |
Value of total assets at end of year | 2017-12-31 | $129,579,943 |
Value of total assets at beginning of year | 2017-12-31 | $118,656,269 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $6,130 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $9,056 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $10,926,600 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $129,573,813 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $118,647,213 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $129,579,943 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $118,656,269 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $6,377,753 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | GEORGE JOHNSON & COMPANY |
Accountancy firm EIN | 2017-12-31 | 382029668 |
2016 : AMERICAN AXLE & MANUFACTURING, INC. RETIREMENT PROGRAM FOR SALARIED EMPLOYEES 2016 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $9,056 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $4,363 |
Total income from all sources (including contributions) | 2016-12-31 | $8,891,913 |
Total of all expenses incurred | 2016-12-31 | $6,346,047 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $6,346,047 |
Value of total assets at end of year | 2016-12-31 | $118,656,269 |
Value of total assets at beginning of year | 2016-12-31 | $116,105,710 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $9,056 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $4,363 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $2,545,866 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $118,647,213 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $116,101,347 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $118,656,269 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $116,105,710 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $6,346,047 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | GEORGE JOHNSON & COMPANY |
Accountancy firm EIN | 2016-12-31 | 382029668 |
2015 : AMERICAN AXLE & MANUFACTURING, INC. RETIREMENT PROGRAM FOR SALARIED EMPLOYEES 2015 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $4,363 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $104,795 |
Total income from all sources (including contributions) | 2015-12-31 | $-2,073,221 |
Total of all expenses incurred | 2015-12-31 | $6,184,731 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $6,184,731 |
Value of total assets at end of year | 2015-12-31 | $116,105,710 |
Value of total assets at beginning of year | 2015-12-31 | $124,464,094 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $4,363 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $104,795 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-8,257,952 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $116,101,347 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $124,359,299 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $116,105,710 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $124,464,094 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $6,184,731 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | GEORGE JOHNSON & COMPANY |
Accountancy firm EIN | 2015-12-31 | 382029668 |
2014 : AMERICAN AXLE & MANUFACTURING, INC. RETIREMENT PROGRAM FOR SALARIED EMPLOYEES 2014 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $104,795 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $5,505 |
Total income from all sources (including contributions) | 2014-12-31 | $12,751,727 |
Total of all expenses incurred | 2014-12-31 | $20,122,521 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $20,122,521 |
Value of total assets at end of year | 2014-12-31 | $124,464,094 |
Value of total assets at beginning of year | 2014-12-31 | $131,735,598 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $104,795 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $5,505 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-7,370,794 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $124,359,299 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $131,730,093 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $124,464,094 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $131,735,598 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $20,122,521 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | GEORGE JOHNSON & COMPANY |
Accountancy firm EIN | 2014-12-31 | 382029668 |
2013 : AMERICAN AXLE & MANUFACTURING, INC. RETIREMENT PROGRAM FOR SALARIED EMPLOYEES 2013 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $5,505 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $11,475 |
Total income from all sources (including contributions) | 2013-12-31 | $9,565,534 |
Total of all expenses incurred | 2013-12-31 | $6,066,969 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $6,066,969 |
Value of total assets at end of year | 2013-12-31 | $131,735,598 |
Value of total assets at beginning of year | 2013-12-31 | $128,243,003 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $5,505 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $11,475 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $3,498,565 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $131,730,093 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $128,231,528 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $131,735,598 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $128,243,003 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $6,066,969 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | GEORGE JOHNSON & COMPANY |
Accountancy firm EIN | 2013-12-31 | 382029668 |
2012 : AMERICAN AXLE & MANUFACTURING, INC. RETIREMENT PROGRAM FOR SALARIED EMPLOYEES 2012 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $11,475 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $11,373 |
Total income from all sources (including contributions) | 2012-12-31 | $30,269,540 |
Total of all expenses incurred | 2012-12-31 | $5,999,435 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $5,999,435 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $17,056,999 |
Value of total assets at end of year | 2012-12-31 | $128,243,003 |
Value of total assets at beginning of year | 2012-12-31 | $103,972,796 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $2,599 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $11,475 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $11,373 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $24,270,105 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $128,231,528 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $103,961,423 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $128,243,003 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $102,025,999 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $17,054,400 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $1,946,797 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $5,999,435 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | GEORGE JOHNSON & COMPANY |
Accountancy firm EIN | 2012-12-31 | 382029668 |
2011 : AMERICAN AXLE & MANUFACTURING, INC. RETIREMENT PROGRAM FOR SALARIED EMPLOYEES 2011 401k financial data |
---|
Total transfer of assets to this plan | 2011-12-31 | $2,248,010 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $11,373 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $36,386 |
Total income from all sources (including contributions) | 2011-12-31 | $4,535,069 |
Total of all expenses incurred | 2011-12-31 | $5,720,894 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $5,720,894 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,028,037 |
Value of total assets at end of year | 2011-12-31 | $103,972,796 |
Value of total assets at beginning of year | 2011-12-31 | $102,935,624 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $69,211 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $11,373 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $36,386 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-1,185,825 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $103,961,423 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $102,899,238 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $102,025,999 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $102,935,624 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,958,826 |
Employer contributions (assets) at end of year | 2011-12-31 | $1,946,797 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $5,720,894 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | GEORGE JOHNSON & COMPANY |
Accountancy firm EIN | 2011-12-31 | 382029668 |
2010 : AMERICAN AXLE & MANUFACTURING, INC. RETIREMENT PROGRAM FOR SALARIED EMPLOYEES 2010 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $36,386 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $2,070 |
Total income from all sources (including contributions) | 2010-12-31 | $12,132,664 |
Total of all expenses incurred | 2010-12-31 | $5,792,106 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $5,792,106 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $160,952 |
Value of total assets at end of year | 2010-12-31 | $102,935,624 |
Value of total assets at beginning of year | 2010-12-31 | $96,560,750 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $88,952 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $36,386 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $2,070 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $6,340,558 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $102,899,238 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $96,558,680 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $102,935,624 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $96,560,750 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $72,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $5,792,106 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | GEORGE JOHNSON & COMPANY |
Accountancy firm EIN | 2010-12-31 | 382029668 |