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PENTAIR, INC. RETIREMENT SAVINGS AND STOCK 401k Plan overview

Plan NamePENTAIR, INC. RETIREMENT SAVINGS AND STOCK
Plan identification number 002

PENTAIR, INC. RETIREMENT SAVINGS AND STOCK Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Stock bonus
  • 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.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:PENTAIR, INC.
Employer identification number (EIN):410907434
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENTAIR, INC. RETIREMENT SAVINGS AND STOCK

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01DIANA SOLOMON, SR. DIR GLO BENEFITS2023-09-10 TERRI SCHERBER, TREASURER2023-09-20
0022021-01-01DIANA SOLOMON, SR. DIR GLO BENEFITS2022-10-04 JIM LUCAS, SVP, IR, TREASURER, FPA2022-10-04
0022020-01-01DIANA SOLOMON, SR. DIR GLO BENEFITS2021-09-30 JIM LUCAS, SVP, IR, TREASURER, FPA2021-09-30
0022019-01-01DIANA SOLOMON, SR. DIR GLO BENEFITS2020-09-28 JIM LUCAS, SR. VP, IR AND TREASURER2020-09-24
0022018-01-01DIANA SOLOMON, SR. DIR GLO BENEFITS2019-08-29 MARK C. BORIN, CFO2019-08-29
0022017-01-01
0022017-01-01
0022017-01-01
0022016-01-01DIANA SOLOMON, SR. DIR GLO BENEFITS
0022015-01-01DIANA SOLOMON, SR. DIR GLO BENEFITS MARK C. BORIN, CAO AND TREASURER2016-10-12
0022014-01-01DIANA SOLOMON, DIR BENEFITS HRIS MARK C. BORIN, CAO AND TREASURER2015-10-12
0022013-01-01DIANA SOLOMON, DIR BENEFITS HRIS MICHAEL G. MEYER, TREASURER2014-06-27
0022012-01-01DIANA SOLOMON, DIR BENEFITS HRIS MICHAEL G. MEYER, TREASURER2013-06-28
0022011-01-01DIANA SOLOMON, DIR BENEFITS HRIS MICHAEL G. MEYER, TREASURER2012-06-29
0022010-01-01DIANA SOLOMON, DIR BENEFITS HRIS MICHAEL G. MEYER, TREASURER2011-06-30
0022009-01-01STEPHANIE J. MAXAM, VP COMP BENEF MICHAEL G. MEYER, TREASURER2010-06-30
0022009-01-01STEPHANIE J. MAXAM, VP COMP BENEF MICHAEL G. MEYER, TREASURER2010-07-02

Plan Statistics for PENTAIR, INC. RETIREMENT SAVINGS AND STOCK

401k plan membership statisitcs for PENTAIR, INC. RETIREMENT SAVINGS AND STOCK

Measure Date Value
2022: PENTAIR, INC. RETIREMENT SAVINGS AND STOCK 2022 401k membership
Total participants, beginning-of-year2022-01-018,478
Total number of active participants reported on line 7a of the Form 55002022-01-015,714
Number of retired or separated participants receiving benefits2022-01-0187
Number of other retired or separated participants entitled to future benefits2022-01-012,350
Total of all active and inactive participants2022-01-018,151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0125
Total participants2022-01-018,176
Number of participants with account balances2022-01-018,063
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01940
2021: PENTAIR, INC. RETIREMENT SAVINGS AND STOCK 2021 401k membership
Total participants, beginning-of-year2021-01-017,174
Total number of active participants reported on line 7a of the Form 55002021-01-016,183
Number of retired or separated participants receiving benefits2021-01-0189
Number of other retired or separated participants entitled to future benefits2021-01-012,179
Total of all active and inactive participants2021-01-018,451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0127
Total participants2021-01-018,478
Number of participants with account balances2021-01-017,948
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01655
2020: PENTAIR, INC. RETIREMENT SAVINGS AND STOCK 2020 401k membership
Total participants, beginning-of-year2020-01-016,833
Total number of active participants reported on line 7a of the Form 55002020-01-015,077
Number of retired or separated participants receiving benefits2020-01-0142
Number of other retired or separated participants entitled to future benefits2020-01-012,036
Total of all active and inactive participants2020-01-017,155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0119
Total participants2020-01-017,174
Number of participants with account balances2020-01-016,961
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01268
2019: PENTAIR, INC. RETIREMENT SAVINGS AND STOCK 2019 401k membership
Total participants, beginning-of-year2019-01-016,685
Total number of active participants reported on line 7a of the Form 55002019-01-014,689
Number of retired or separated participants receiving benefits2019-01-0188
Number of other retired or separated participants entitled to future benefits2019-01-012,036
Total of all active and inactive participants2019-01-016,813
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0120
Total participants2019-01-016,833
Number of participants with account balances2019-01-016,666
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01328
2018: PENTAIR, INC. RETIREMENT SAVINGS AND STOCK 2018 401k membership
Total participants, beginning-of-year2018-01-0111,458
Total number of active participants reported on line 7a of the Form 55002018-01-014,531
Number of retired or separated participants receiving benefits2018-01-0189
Number of other retired or separated participants entitled to future benefits2018-01-012,044
Total of all active and inactive participants2018-01-016,664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0121
Total participants2018-01-016,685
Number of participants with account balances2018-01-016,477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01156
2017: PENTAIR, INC. RETIREMENT SAVINGS AND STOCK 2017 401k membership
Total participants, beginning-of-year2017-01-0111,622
Total number of active participants reported on line 7a of the Form 55002017-01-018,415
Number of retired or separated participants receiving benefits2017-01-01108
Number of other retired or separated participants entitled to future benefits2017-01-012,908
Total of all active and inactive participants2017-01-0111,431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0127
Total participants2017-01-0111,458
Number of participants with account balances2017-01-0111,210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PENTAIR, INC. RETIREMENT SAVINGS AND STOCK 2016 401k membership
Total participants, beginning-of-year2016-01-0111,834
Total number of active participants reported on line 7a of the Form 55002016-01-018,773
Number of retired or separated participants receiving benefits2016-01-0194
Number of other retired or separated participants entitled to future benefits2016-01-012,716
Total of all active and inactive participants2016-01-0111,583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0139
Total participants2016-01-0111,622
Number of participants with account balances2016-01-0111,439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PENTAIR, INC. RETIREMENT SAVINGS AND STOCK 2015 401k membership
Total participants, beginning-of-year2015-01-0111,260
Total number of active participants reported on line 7a of the Form 55002015-01-019,248
Number of retired or separated participants receiving benefits2015-01-0191
Number of other retired or separated participants entitled to future benefits2015-01-012,468
Total of all active and inactive participants2015-01-0111,807
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0127
Total participants2015-01-0111,834
Number of participants with account balances2015-01-0110,909
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PENTAIR, INC. RETIREMENT SAVINGS AND STOCK 2014 401k membership
Total participants, beginning-of-year2014-01-0111,712
Total number of active participants reported on line 7a of the Form 55002014-01-018,813
Number of retired or separated participants receiving benefits2014-01-0183
Number of other retired or separated participants entitled to future benefits2014-01-012,318
Total of all active and inactive participants2014-01-0111,214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0146
Total participants2014-01-0111,260
Number of participants with account balances2014-01-0110,947
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PENTAIR, INC. RETIREMENT SAVINGS AND STOCK 2013 401k membership
Total participants, beginning-of-year2013-01-018,384
Total number of active participants reported on line 7a of the Form 55002013-01-018,873
Number of retired or separated participants receiving benefits2013-01-0163
Number of other retired or separated participants entitled to future benefits2013-01-012,753
Total of all active and inactive participants2013-01-0111,689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0123
Total participants2013-01-0111,712
Number of participants with account balances2013-01-0111,335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PENTAIR, INC. RETIREMENT SAVINGS AND STOCK 2012 401k membership
Total participants, beginning-of-year2012-01-018,181
Total number of active participants reported on line 7a of the Form 55002012-01-016,591
Number of retired or separated participants receiving benefits2012-01-0188
Number of other retired or separated participants entitled to future benefits2012-01-011,688
Total of all active and inactive participants2012-01-018,367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0117
Total participants2012-01-018,384
Number of participants with account balances2012-01-018,036
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PENTAIR, INC. RETIREMENT SAVINGS AND STOCK 2011 401k membership
Total participants, beginning-of-year2011-01-018,142
Total number of active participants reported on line 7a of the Form 55002011-01-016,386
Number of retired or separated participants receiving benefits2011-01-01119
Number of other retired or separated participants entitled to future benefits2011-01-011,890
Total of all active and inactive participants2011-01-018,395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0117
Total participants2011-01-018,412
Number of participants with account balances2011-01-018,181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PENTAIR, INC. RETIREMENT SAVINGS AND STOCK 2010 401k membership
Total participants, beginning-of-year2010-01-018,480
Total number of active participants reported on line 7a of the Form 55002010-01-016,251
Number of retired or separated participants receiving benefits2010-01-01128
Number of other retired or separated participants entitled to future benefits2010-01-011,946
Total of all active and inactive participants2010-01-018,325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0123
Total participants2010-01-018,348
Number of participants with account balances2010-01-018,142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PENTAIR, INC. RETIREMENT SAVINGS AND STOCK 2009 401k membership
Total participants, beginning-of-year2009-01-0110,114
Total number of active participants reported on line 7a of the Form 55002009-01-016,224
Number of retired or separated participants receiving benefits2009-01-01123
Number of other retired or separated participants entitled to future benefits2009-01-012,121
Total of all active and inactive participants2009-01-018,468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0112
Total participants2009-01-018,480
Number of participants with account balances2009-01-018,319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PENTAIR, INC. RETIREMENT SAVINGS AND STOCK

Measure Date Value
2022 : PENTAIR, INC. RETIREMENT SAVINGS AND STOCK 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-18,440,231
Total unrealized appreciation/depreciation of assets2022-12-31$-18,440,231
Total transfer of assets to this plan2022-12-31$111,529
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,286
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$39,100
Total income from all sources (including contributions)2022-12-31$-96,229,455
Total loss/gain on sale of assets2022-12-31$-1,339,818
Total of all expenses incurred2022-12-31$67,638,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$66,939,563
Expenses. Certain deemed distributions of participant loans2022-12-31$45,363
Value of total corrective distributions2022-12-31$50,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$71,022,432
Value of total assets at end of year2022-12-31$693,808,245
Value of total assets at beginning of year2022-12-31$857,598,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$603,439
Total interest from all sources2022-12-31$307,811
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,646,116
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,070,053
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$38,427,971
Participant contributions at end of year2022-12-31$7,181,179
Participant contributions at beginning of year2022-12-31$6,499,711
Participant contributions at end of year2022-12-31$1,138,688
Participant contributions at beginning of year2022-12-31$922,377
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$11,129,242
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$6,730
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$5,286
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$39,100
Other income not declared elsewhere2022-12-31$154,916
Administrative expenses (other) incurred2022-12-31$603,439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-163,868,396
Value of net assets at end of year (total assets less liabilities)2022-12-31$693,802,959
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$857,559,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$78,102,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$90,833,458
Interest on participant loans2022-12-31$307,582
Value of interest in common/collective trusts at end of year2022-12-31$576,497,391
Value of interest in common/collective trusts at beginning of year2022-12-31$706,658,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$18,805
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$10,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$10,674
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$229
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-15,724,467
Net investment gain or loss from common/collective trusts2022-12-31$-135,856,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$30,231,293
Assets. Invements in employer securities at beginning of year2022-12-31$52,171,283
Contributions received in cash from employer2022-12-31$21,465,219
Employer contributions (assets) at end of year2022-12-31$631,322
Employer contributions (assets) at beginning of year2022-12-31$502,675
Income. Dividends from common stock2022-12-31$576,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$66,939,563
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$3,064,071
Aggregate carrying amount (costs) on sale of assets2022-12-31$4,403,889
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2022-12-31133891517
2021 : PENTAIR, INC. RETIREMENT SAVINGS AND STOCK 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$14,046,684
Total unrealized appreciation/depreciation of assets2021-12-31$14,046,684
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$39,100
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$181,626,511
Total loss/gain on sale of assets2021-12-31$1,173,748
Total of all expenses incurred2021-12-31$82,046,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$81,408,947
Expenses. Certain deemed distributions of participant loans2021-12-31$60,299
Value of total corrective distributions2021-12-31$2,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$57,596,712
Value of total assets at end of year2021-12-31$857,598,926
Value of total assets at beginning of year2021-12-31$757,979,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$574,173
Total interest from all sources2021-12-31$334,799
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,578,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,985,536
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$33,758,382
Participant contributions at end of year2021-12-31$6,499,711
Participant contributions at beginning of year2021-12-31$6,728,094
Participant contributions at end of year2021-12-31$922,377
Participant contributions at beginning of year2021-12-31$799,960
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,880,214
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$8,574
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$39,100
Other income not declared elsewhere2021-12-31$131,228
Administrative expenses (other) incurred2021-12-31$574,173
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$99,580,430
Value of net assets at end of year (total assets less liabilities)2021-12-31$857,559,826
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$757,979,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$90,833,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$114,510,899
Interest on participant loans2021-12-31$334,796
Value of interest in common/collective trusts at end of year2021-12-31$706,658,748
Value of interest in common/collective trusts at beginning of year2021-12-31$594,232,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$10,674
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$45,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$45,858
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,068,206
Net investment gain or loss from common/collective trusts2021-12-31$91,697,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$52,171,283
Assets. Invements in employer securities at beginning of year2021-12-31$41,224,486
Contributions received in cash from employer2021-12-31$18,958,116
Employer contributions (assets) at end of year2021-12-31$502,675
Employer contributions (assets) at beginning of year2021-12-31$429,495
Income. Dividends from common stock2021-12-31$592,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$81,408,947
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$5,226,571
Aggregate carrying amount (costs) on sale of assets2021-12-31$4,052,823
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DELOITTE & TOUCHE
Accountancy firm EIN2021-12-31133891517
2020 : PENTAIR, INC. RETIREMENT SAVINGS AND STOCK 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$5,654,925
Total unrealized appreciation/depreciation of assets2020-12-31$5,654,925
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$173,034,563
Total loss/gain on sale of assets2020-12-31$-2,809,726
Total of all expenses incurred2020-12-31$82,272,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$81,675,758
Expenses. Certain deemed distributions of participant loans2020-12-31$20,925
Value of total corrective distributions2020-12-31$3,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$47,585,633
Value of total assets at end of year2020-12-31$757,979,396
Value of total assets at beginning of year2020-12-31$667,217,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$572,139
Total interest from all sources2020-12-31$364,424
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,210,460
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,567,790
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$27,896,093
Participant contributions at end of year2020-12-31$6,728,094
Participant contributions at beginning of year2020-12-31$7,090,156
Participant contributions at end of year2020-12-31$799,960
Participant contributions at beginning of year2020-12-31$753,113
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,440,217
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$8,574
Other income not declared elsewhere2020-12-31$152,978
Administrative expenses (other) incurred2020-12-31$572,139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$90,762,395
Value of net assets at end of year (total assets less liabilities)2020-12-31$757,979,396
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$667,217,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$114,510,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$107,342,279
Interest on participant loans2020-12-31$363,866
Value of interest in common/collective trusts at end of year2020-12-31$594,232,030
Value of interest in common/collective trusts at beginning of year2020-12-31$488,348,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$45,858
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$112,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$112,042
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$14,178,723
Net investment gain or loss from common/collective trusts2020-12-31$105,697,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$41,224,486
Assets. Invements in employer securities at beginning of year2020-12-31$63,079,873
Contributions received in cash from employer2020-12-31$15,249,323
Employer contributions (assets) at end of year2020-12-31$429,495
Employer contributions (assets) at beginning of year2020-12-31$491,041
Income. Dividends from common stock2020-12-31$642,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$81,675,758
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$25,543,982
Aggregate carrying amount (costs) on sale of assets2020-12-31$28,353,708
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DELOITTE & TOUCHE
Accountancy firm EIN2020-12-31133891517
2019 : PENTAIR, INC. RETIREMENT SAVINGS AND STOCK 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$9,473,647
Total unrealized appreciation/depreciation of assets2019-12-31$9,473,647
Total transfer of assets to this plan2019-12-31$7,071,514
Total transfer of assets from this plan2019-12-31$429,923,385
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$1,147
Total income from all sources (including contributions)2019-12-31$196,971,023
Total loss/gain on sale of assets2019-12-31$4,639,755
Total of all expenses incurred2019-12-31$79,476,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$78,566,724
Expenses. Certain deemed distributions of participant loans2019-12-31$3,797
Value of total corrective distributions2019-12-31$52,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$43,425,741
Value of total assets at end of year2019-12-31$667,217,001
Value of total assets at beginning of year2019-12-31$972,575,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$853,264
Total interest from all sources2019-12-31$394,349
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,257,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$6,762,647
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$25,410,739
Participant contributions at end of year2019-12-31$7,090,156
Participant contributions at beginning of year2019-12-31$12,523,866
Participant contributions at end of year2019-12-31$753,113
Participant contributions at beginning of year2019-12-31$1,198,655
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,667,993
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,147
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,147
Other income not declared elsewhere2019-12-31$188,491
Administrative expenses (other) incurred2019-12-31$853,264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$117,494,853
Value of net assets at end of year (total assets less liabilities)2019-12-31$667,217,001
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$972,574,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$107,342,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$153,727,560
Interest on participant loans2019-12-31$389,678
Value of interest in common/collective trusts at end of year2019-12-31$488,348,497
Value of interest in common/collective trusts at beginning of year2019-12-31$703,998,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$112,042
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$306,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$306,804
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$22,253,043
Net investment gain or loss from common/collective trusts2019-12-31$108,338,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$63,079,873
Assets. Invements in employer securities at beginning of year2019-12-31$100,000,291
Contributions received in cash from employer2019-12-31$14,347,009
Employer contributions (assets) at end of year2019-12-31$491,041
Employer contributions (assets) at beginning of year2019-12-31$818,546
Income. Dividends from common stock2019-12-31$1,494,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$78,566,724
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$53,122,759
Aggregate carrying amount (costs) on sale of assets2019-12-31$48,483,004
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DELOITTE & TOUCHE
Accountancy firm EIN2019-12-31133891517
2018 : PENTAIR, INC. RETIREMENT SAVINGS AND STOCK 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$-2,333,277
Total unrealized appreciation/depreciation of assets2018-12-31$-2,333,277
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$133,533,402
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,147
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$83,794
Total income from all sources (including contributions)2018-12-31$33,042,147
Total loss/gain on sale of assets2018-12-31$-14,951,148
Total of all expenses incurred2018-12-31$141,765,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$140,974,237
Expenses. Certain deemed distributions of participant loans2018-12-31$14,748
Value of total corrective distributions2018-12-31$45,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$99,991,073
Value of total assets at end of year2018-12-31$972,575,166
Value of total assets at beginning of year2018-12-31$1,214,914,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$730,958
Total interest from all sources2018-12-31$614,248
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$19,840,140
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$17,378,542
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$43,209,288
Participant contributions at end of year2018-12-31$12,523,866
Participant contributions at beginning of year2018-12-31$15,194,662
Participant contributions at end of year2018-12-31$1,198,655
Participant contributions at beginning of year2018-12-31$1,361,849
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$32,476,502
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,147
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,252
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,147
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$83,794
Other income not declared elsewhere2018-12-31$338,493
Administrative expenses (other) incurred2018-12-31$730,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-108,723,560
Value of net assets at end of year (total assets less liabilities)2018-12-31$972,574,019
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,214,830,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$153,727,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$197,965,832
Interest on participant loans2018-12-31$600,807
Value of interest in common/collective trusts at end of year2018-12-31$703,998,297
Value of interest in common/collective trusts at beginning of year2018-12-31$859,763,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$306,804
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,688,372
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,688,372
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$13,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-39,618,330
Net investment gain or loss from common/collective trusts2018-12-31$-30,839,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$100,000,291
Assets. Invements in employer securities at beginning of year2018-12-31$129,662,345
Contributions received in cash from employer2018-12-31$24,305,283
Employer contributions (assets) at end of year2018-12-31$818,546
Employer contributions (assets) at beginning of year2018-12-31$9,276,507
Income. Dividends from common stock2018-12-31$2,461,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$140,974,237
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$129,156,612
Aggregate carrying amount (costs) on sale of assets2018-12-31$144,107,760
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DELOITTE & TOUCHE
Accountancy firm EIN2018-12-31133891517
2017 : PENTAIR, INC. RETIREMENT SAVINGS AND STOCK 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$25,439,942
Total unrealized appreciation/depreciation of assets2017-12-31$25,439,942
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$83,794
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$100,056
Total income from all sources (including contributions)2017-12-31$284,142,742
Total loss/gain on sale of assets2017-12-31$2,174,681
Total of all expenses incurred2017-12-31$128,165,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$127,706,666
Expenses. Certain deemed distributions of participant loans2017-12-31$48,278
Value of total corrective distributions2017-12-31$104,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$81,778,671
Value of total assets at end of year2017-12-31$1,214,914,775
Value of total assets at beginning of year2017-12-31$1,058,954,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$306,258
Total interest from all sources2017-12-31$675,785
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$22,449,869
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$19,767,120
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$49,250,226
Participant contributions at end of year2017-12-31$15,194,662
Participant contributions at beginning of year2017-12-31$14,992,580
Participant contributions at end of year2017-12-31$1,361,849
Participant contributions at beginning of year2017-12-31$1,403,789
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,107,749
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,252
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$288,504
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$83,794
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$100,056
Other income not declared elsewhere2017-12-31$317,986
Administrative expenses (other) incurred2017-12-31$306,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$155,976,912
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,214,830,981
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,058,854,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$197,965,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$353,154,221
Interest on participant loans2017-12-31$658,683
Value of interest in common/collective trusts at end of year2017-12-31$859,763,956
Value of interest in common/collective trusts at beginning of year2017-12-31$568,752,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,688,372
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,157,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,157,450
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$17,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$72,708,926
Net investment gain or loss from common/collective trusts2017-12-31$78,596,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$129,662,345
Assets. Invements in employer securities at beginning of year2017-12-31$109,469,722
Contributions received in cash from employer2017-12-31$27,420,696
Employer contributions (assets) at end of year2017-12-31$9,276,507
Employer contributions (assets) at beginning of year2017-12-31$9,735,302
Income. Dividends from common stock2017-12-31$2,682,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$127,706,666
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$17,806,031
Aggregate carrying amount (costs) on sale of assets2017-12-31$15,631,350
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2017-12-31133891517
2016 : PENTAIR, INC. RETIREMENT SAVINGS AND STOCK 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$11,549,996
Total unrealized appreciation/depreciation of assets2016-12-31$11,549,996
Total transfer of assets to this plan2016-12-31$62,058,243
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$100,056
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$21,553
Total income from all sources (including contributions)2016-12-31$158,830,834
Total loss/gain on sale of assets2016-12-31$1,979,722
Total of all expenses incurred2016-12-31$108,799,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$108,462,755
Expenses. Certain deemed distributions of participant loans2016-12-31$38,135
Value of total corrective distributions2016-12-31$2,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$80,822,429
Value of total assets at end of year2016-12-31$1,058,954,125
Value of total assets at beginning of year2016-12-31$946,785,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$295,546
Total interest from all sources2016-12-31$579,788
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$17,007,449
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$14,272,675
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$47,793,396
Participant contributions at end of year2016-12-31$14,992,580
Participant contributions at beginning of year2016-12-31$14,656,054
Participant contributions at end of year2016-12-31$1,403,789
Participant contributions at beginning of year2016-12-31$1,254,641
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,332,278
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$288,504
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$195
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$100,056
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$21,553
Administrative expenses (other) incurred2016-12-31$295,546
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$50,031,458
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,058,854,069
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$946,764,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$353,154,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$440,250,893
Interest on participant loans2016-12-31$583,009
Value of interest in common/collective trusts at end of year2016-12-31$568,752,557
Value of interest in common/collective trusts at beginning of year2016-12-31$380,707,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,157,450
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,231,593
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,231,593
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$-3,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$17,365,808
Net investment gain or loss from common/collective trusts2016-12-31$29,525,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$109,469,722
Assets. Invements in employer securities at beginning of year2016-12-31$99,597,252
Contributions received in cash from employer2016-12-31$27,696,755
Employer contributions (assets) at end of year2016-12-31$9,735,302
Employer contributions (assets) at beginning of year2016-12-31$9,088,068
Income. Dividends from common stock2016-12-31$2,734,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$108,462,755
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$14,332,132
Aggregate carrying amount (costs) on sale of assets2016-12-31$12,352,410
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2016-12-31133891517
2015 : PENTAIR, INC. RETIREMENT SAVINGS AND STOCK 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-33,890,882
Total unrealized appreciation/depreciation of assets2015-12-31$-33,890,882
Total transfer of assets to this plan2015-12-31$817,088
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$21,553
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$53,105
Total income from all sources (including contributions)2015-12-31$46,332,757
Total loss/gain on sale of assets2015-12-31$-1,465,731
Total of all expenses incurred2015-12-31$106,607,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$106,552,566
Expenses. Certain deemed distributions of participant loans2015-12-31$-1,892
Value of total corrective distributions2015-12-31$959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$75,480,915
Value of total assets at end of year2015-12-31$946,785,921
Value of total assets at beginning of year2015-12-31$1,006,275,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$55,906
Total interest from all sources2015-12-31$631,217
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$23,034,887
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$20,334,123
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$44,837,058
Participant contributions at end of year2015-12-31$14,656,054
Participant contributions at beginning of year2015-12-31$16,096,014
Participant contributions at end of year2015-12-31$1,254,641
Participant contributions at beginning of year2015-12-31$1,211,659
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,426,820
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$195
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$409,407
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$21,553
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$53,105
Administrative expenses (other) incurred2015-12-31$55,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-60,274,782
Value of net assets at end of year (total assets less liabilities)2015-12-31$946,764,368
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,006,222,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$440,250,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$469,406,107
Interest on participant loans2015-12-31$616,403
Value of interest in common/collective trusts at end of year2015-12-31$380,707,225
Value of interest in common/collective trusts at beginning of year2015-12-31$367,762,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,231,593
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,390,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,390,441
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$14,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-16,589,334
Net investment gain or loss from common/collective trusts2015-12-31$-868,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$99,597,252
Assets. Invements in employer securities at beginning of year2015-12-31$140,539,141
Contributions received in cash from employer2015-12-31$26,217,037
Employer contributions (assets) at end of year2015-12-31$9,088,068
Employer contributions (assets) at beginning of year2015-12-31$9,459,913
Income. Dividends from common stock2015-12-31$2,700,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$106,552,566
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$16,121,920
Aggregate carrying amount (costs) on sale of assets2015-12-31$17,587,651
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2015-12-31133891517
2014 : PENTAIR, INC. RETIREMENT SAVINGS AND STOCK 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-24,326,336
Total unrealized appreciation/depreciation of assets2014-12-31$-24,326,336
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$53,105
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,435,518
Total income from all sources (including contributions)2014-12-31$106,016,863
Total loss/gain on sale of assets2014-12-31$-1,372,135
Total of all expenses incurred2014-12-31$108,603,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$108,017,128
Expenses. Certain deemed distributions of participant loans2014-12-31$35,868
Value of total corrective distributions2014-12-31$41,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$71,336,209
Value of total assets at end of year2014-12-31$1,006,275,167
Value of total assets at beginning of year2014-12-31$1,013,244,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$508,819
Total interest from all sources2014-12-31$623,978
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$19,654,960
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$17,213,542
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$42,151,592
Participant contributions at end of year2014-12-31$16,096,014
Participant contributions at beginning of year2014-12-31$17,412,058
Participant contributions at end of year2014-12-31$1,211,659
Participant contributions at beginning of year2014-12-31$63,264
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,167,885
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$409,407
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$10,542,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$53,105
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$4,435,518
Administrative expenses (other) incurred2014-12-31$508,819
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-2,586,521
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,006,222,062
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,008,808,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$469,406,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$460,807,592
Interest on participant loans2014-12-31$619,223
Value of interest in common/collective trusts at end of year2014-12-31$367,762,485
Value of interest in common/collective trusts at beginning of year2014-12-31$348,543,523
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,390,441
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,796,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,796,925
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$4,755
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$24,211,804
Net investment gain or loss from common/collective trusts2014-12-31$15,888,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$140,539,141
Assets. Invements in employer securities at beginning of year2014-12-31$169,729,300
Contributions received in cash from employer2014-12-31$26,016,732
Employer contributions (assets) at end of year2014-12-31$9,459,913
Employer contributions (assets) at beginning of year2014-12-31$4,348,839
Income. Dividends from common stock2014-12-31$2,441,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$108,017,128
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$15,694,940
Aggregate carrying amount (costs) on sale of assets2014-12-31$17,067,075
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2014-12-31133891517
2013 : PENTAIR, INC. RETIREMENT SAVINGS AND STOCK 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$59,800,351
Total unrealized appreciation/depreciation of assets2013-12-31$59,800,351
Total transfer of assets to this plan2013-12-31$315,679,015
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,435,518
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$439,840
Total income from all sources (including contributions)2013-12-31$202,789,853
Total loss/gain on sale of assets2013-12-31$3,051,710
Total of all expenses incurred2013-12-31$67,270,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$67,197,630
Expenses. Certain deemed distributions of participant loans2013-12-31$-9,285
Value of total corrective distributions2013-12-31$4,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$44,036,893
Value of total assets at end of year2013-12-31$1,013,244,101
Value of total assets at beginning of year2013-12-31$558,050,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$78,449
Total interest from all sources2013-12-31$384,042
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$23,073,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$20,901,704
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$26,066,928
Participant contributions at end of year2013-12-31$17,412,058
Participant contributions at beginning of year2013-12-31$8,882,993
Participant contributions at end of year2013-12-31$63,264
Participant contributions at beginning of year2013-12-31$738,026
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,703,993
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$10,542,600
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$299,984
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$4,435,518
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$439,840
Other income not declared elsewhere2013-12-31$-31
Administrative expenses (other) incurred2013-12-31$78,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$135,519,027
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,008,808,583
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$557,610,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$460,807,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$319,270,780
Interest on participant loans2013-12-31$382,967
Value of interest in common/collective trusts at end of year2013-12-31$348,543,523
Value of interest in common/collective trusts at beginning of year2013-12-31$107,541,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,796,925
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,105,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,105,393
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$72,185,890
Net investment gain or loss from common/collective trusts2013-12-31$257,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$169,729,300
Assets. Invements in employer securities at beginning of year2013-12-31$114,150,580
Contributions received in cash from employer2013-12-31$15,265,972
Employer contributions (assets) at end of year2013-12-31$4,348,839
Employer contributions (assets) at beginning of year2013-12-31$6,060,897
Income. Dividends from common stock2013-12-31$2,171,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$67,197,630
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$18,315,309
Aggregate carrying amount (costs) on sale of assets2013-12-31$15,263,599
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2013-12-31133891517
2012 : PENTAIR, INC. RETIREMENT SAVINGS AND STOCK 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$13,695,191
Total unrealized appreciation/depreciation of assets2012-12-31$13,695,191
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$439,840
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$11,210
Total income from all sources (including contributions)2012-12-31$130,391,897
Total loss/gain on sale of assets2012-12-31$24,151,710
Total of all expenses incurred2012-12-31$45,597,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$45,409,025
Expenses. Certain deemed distributions of participant loans2012-12-31$111,388
Value of total corrective distributions2012-12-31$737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$42,524,323
Value of total assets at end of year2012-12-31$558,050,381
Value of total assets at beginning of year2012-12-31$472,827,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$76,589
Total interest from all sources2012-12-31$385,061
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$11,855,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$9,717,318
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$25,213,410
Participant contributions at end of year2012-12-31$8,882,993
Participant contributions at beginning of year2012-12-31$8,734,960
Participant contributions at end of year2012-12-31$738,026
Participant contributions at beginning of year2012-12-31$665,949
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$911,857
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$299,984
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$207,992
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$439,840
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$11,210
Other income not declared elsewhere2012-12-31$123,205
Administrative expenses (other) incurred2012-12-31$76,589
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$84,794,158
Value of net assets at end of year (total assets less liabilities)2012-12-31$557,610,541
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$472,816,383
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$319,270,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$274,895,003
Interest on participant loans2012-12-31$383,020
Value of interest in common/collective trusts at end of year2012-12-31$107,541,728
Value of interest in common/collective trusts at beginning of year2012-12-31$100,705,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,105,393
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$806,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$806,685
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$33,292,138
Net investment gain or loss from common/collective trusts2012-12-31$4,364,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$114,150,580
Assets. Invements in employer securities at beginning of year2012-12-31$80,832,632
Contributions received in cash from employer2012-12-31$16,399,056
Employer contributions (assets) at end of year2012-12-31$6,060,897
Employer contributions (assets) at beginning of year2012-12-31$5,979,348
Income. Dividends from common stock2012-12-31$2,138,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$45,409,025
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$112,643,536
Aggregate carrying amount (costs) on sale of assets2012-12-31$88,491,826
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2012-12-31133891517
2011 : PENTAIR, INC. RETIREMENT SAVINGS AND STOCK 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-8,322,020
Total unrealized appreciation/depreciation of assets2011-12-31$-8,322,020
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$11,210
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$12,814
Total income from all sources (including contributions)2011-12-31$27,816,822
Total loss/gain on sale of assets2011-12-31$198,466
Total of all expenses incurred2011-12-31$41,059,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$40,673,989
Expenses. Certain deemed distributions of participant loans2011-12-31$41,338
Value of total corrective distributions2011-12-31$270,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$41,237,576
Value of total assets at end of year2011-12-31$472,827,593
Value of total assets at beginning of year2011-12-31$486,072,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$74,032
Total interest from all sources2011-12-31$386,121
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$9,618,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$7,601,837
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$23,765,914
Participant contributions at end of year2011-12-31$8,734,960
Participant contributions at beginning of year2011-12-31$7,742,458
Participant contributions at end of year2011-12-31$665,949
Participant contributions at beginning of year2011-12-31$692,392
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,905,822
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$207,992
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$28,567
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$11,210
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$12,814
Other income not declared elsewhere2011-12-31$-9,212
Administrative expenses (other) incurred2011-12-31$74,032
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-13,243,048
Value of net assets at end of year (total assets less liabilities)2011-12-31$472,816,383
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$486,059,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$274,895,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$280,843,232
Interest on participant loans2011-12-31$384,364
Value of interest in common/collective trusts at end of year2011-12-31$100,705,024
Value of interest in common/collective trusts at beginning of year2011-12-31$97,832,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$806,685
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,014,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,014,816
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,757
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-16,843,166
Net investment gain or loss from common/collective trusts2011-12-31$1,550,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$80,832,632
Assets. Invements in employer securities at beginning of year2011-12-31$92,260,728
Contributions received in cash from employer2011-12-31$15,565,840
Employer contributions (assets) at end of year2011-12-31$5,979,348
Employer contributions (assets) at beginning of year2011-12-31$5,657,532
Income. Dividends from common stock2011-12-31$2,016,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$40,673,989
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$9,460,297
Aggregate carrying amount (costs) on sale of assets2011-12-31$9,261,831
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2011-12-31133891517
2010 : PENTAIR, INC. RETIREMENT SAVINGS AND STOCK 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$9,914,885
Total unrealized appreciation/depreciation of assets2010-12-31$9,914,885
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$12,814
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$481,540
Total income from all sources (including contributions)2010-12-31$90,219,358
Total loss/gain on sale of assets2010-12-31$358,117
Total of all expenses incurred2010-12-31$48,531,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$47,909,308
Expenses. Certain deemed distributions of participant loans2010-12-31$50,974
Value of total corrective distributions2010-12-31$393,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$35,555,134
Value of total assets at end of year2010-12-31$486,072,245
Value of total assets at beginning of year2010-12-31$444,853,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$178,403
Total interest from all sources2010-12-31$457,970
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$5,441,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$3,441,110
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$21,873,413
Participant contributions at end of year2010-12-31$7,742,458
Participant contributions at beginning of year2010-12-31$8,231,584
Participant contributions at end of year2010-12-31$692,392
Participant contributions at beginning of year2010-12-31$309,617
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,812,216
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$28,567
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$303,945
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$12,814
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$481,540
Other income not declared elsewhere2010-12-31$-77,899
Administrative expenses (other) incurred2010-12-31$178,403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$41,687,571
Value of net assets at end of year (total assets less liabilities)2010-12-31$486,059,431
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$444,371,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$280,843,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$241,548,772
Income. Interest from loans (other than to participants)2010-12-31$455,667
Value of interest in common/collective trusts at end of year2010-12-31$97,832,520
Value of interest in common/collective trusts at beginning of year2010-12-31$103,178,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,014,816
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$855,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$855,227
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,303
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$36,897,684
Net investment gain or loss from common/collective trusts2010-12-31$1,671,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$92,260,728
Assets. Invements in employer securities at beginning of year2010-12-31$87,996,458
Contributions received in cash from employer2010-12-31$11,869,505
Employer contributions (assets) at end of year2010-12-31$5,657,532
Employer contributions (assets) at beginning of year2010-12-31$2,428,945
Income. Dividends from common stock2010-12-31$2,000,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$47,909,308
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$9,349,938
Aggregate carrying amount (costs) on sale of assets2010-12-31$8,991,821
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2010-12-31133891517
2009 : PENTAIR, INC. RETIREMENT SAVINGS AND STOCK 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PENTAIR, INC. RETIREMENT SAVINGS AND STOCK

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

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