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Plan Name | ERGOTRON, INC. SAVINGS AND RETIREMENT PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | ERGOTRON, INC. |
Employer identification number (EIN): | 411298218 |
NAIC Classification: | 339900 |
Additional information about ERGOTRON, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2008-10-30 |
Company Identification Number: | 0801046232 |
Legal Registered Office Address: |
1181 TRAPP RD STE 100 EAGAN United States of America (USA) 55121 |
More information about ERGOTRON, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2015-01-01 | JULIA L. MCGWIN, PLAN ADMIN. | |||
002 | 2014-01-01 | ALMON C. HALL, PLAN ADMIN. | |||
002 | 2013-01-01 | ALMON C. HALL, PLAN ADMIN. | |||
002 | 2012-01-01 | ALMON C. HALL, PLAN ADMIN. | |||
002 | 2011-01-01 | EDWARD J. COONEY, PLAN ADMIN. | EDWARD J. COONEY, SR. VP TREASURER | 2012-09-19 | |
002 | 2010-01-01 | EDWARD J. COONEY, PLAN ADMIN. | EDWARD J. COONEY, SR. VP TREASURER | 2011-10-13 | |
002 | 2009-01-01 | GREG MOHWINKEL | GREG MOHWINKEL | 2010-09-16 | |
002 | 2009-01-01 | GREG MOHWINKEL | GREG MOHWINKEL | 2010-09-15 | |
002 | 2009-01-01 | ERGOTRON, INC. | 2010-09-15 |
Measure | Date | Value |
---|---|---|
2015: ERGOTRON, INC. SAVINGS AND RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 299 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 0 |
Number of participants with account balances | 2015-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: ERGOTRON, INC. SAVINGS AND RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 304 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 223 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 76 |
Total of all active and inactive participants | 2014-01-01 | 299 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 299 |
Number of participants with account balances | 2014-01-01 | 280 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 10 |
2013: ERGOTRON, INC. SAVINGS AND RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 314 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 214 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 90 |
Total of all active and inactive participants | 2013-01-01 | 304 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 304 |
Number of participants with account balances | 2013-01-01 | 287 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 7 |
2012: ERGOTRON, INC. SAVINGS AND RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 195 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 259 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 55 |
Total of all active and inactive participants | 2012-01-01 | 314 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 314 |
Number of participants with account balances | 2012-01-01 | 295 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 13 |
2011: ERGOTRON, INC. SAVINGS AND RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 236 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 176 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 19 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 195 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 195 |
Number of participants with account balances | 2011-01-01 | 186 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2010: ERGOTRON, INC. SAVINGS AND RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 241 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 214 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 22 |
Total of all active and inactive participants | 2010-01-01 | 236 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 236 |
Number of participants with account balances | 2010-01-01 | 197 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
2009: ERGOTRON, INC. SAVINGS AND RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 250 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 211 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 27 |
Total of all active and inactive participants | 2009-01-01 | 238 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 238 |
Number of participants with account balances | 2009-01-01 | 200 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
---|---|---|
2015 : ERGOTRON, INC. SAVINGS AND RETIREMENT PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-05-01 | $0 |
Total transfer of assets from this plan | 2015-05-01 | $27,844,208 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-05-01 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-05-01 | $0 |
Total income from all sources (including contributions) | 2015-05-01 | $2,124,725 |
Total loss/gain on sale of assets | 2015-05-01 | $0 |
Total of all expenses incurred | 2015-05-01 | $1,597,833 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-05-01 | $1,597,833 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-05-01 | $1,166,782 |
Value of total assets at end of year | 2015-05-01 | $0 |
Value of total assets at beginning of year | 2015-05-01 | $27,317,316 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-05-01 | $0 |
Total interest from all sources | 2015-05-01 | $45,527 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-05-01 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-05-01 | No |
Was this plan covered by a fidelity bond | 2015-05-01 | Yes |
Value of fidelity bond cover | 2015-05-01 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2015-05-01 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-05-01 | No |
Contributions received from participants | 2015-05-01 | $891,621 |
Participant contributions at end of year | 2015-05-01 | $0 |
Participant contributions at beginning of year | 2015-05-01 | $59,044 |
Participant contributions at end of year | 2015-05-01 | $0 |
Participant contributions at beginning of year | 2015-05-01 | $0 |
Total non interest bearing cash at end of year | 2015-05-01 | $0 |
Total non interest bearing cash at beginning of year | 2015-05-01 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-05-01 | No |
Value of net income/loss | 2015-05-01 | $526,892 |
Value of net assets at end of year (total assets less liabilities) | 2015-05-01 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-05-01 | $27,317,316 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-05-01 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-05-01 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-05-01 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-05-01 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-05-01 | $9,215,781 |
Interest on participant loans | 2015-05-01 | $746 |
Interest earned on other investments | 2015-05-01 | $44,781 |
Value of interest in common/collective trusts at end of year | 2015-05-01 | $0 |
Value of interest in common/collective trusts at beginning of year | 2015-05-01 | $18,042,491 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-05-01 | $318,773 |
Net investment gain or loss from common/collective trusts | 2015-05-01 | $593,643 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-05-01 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-05-01 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-05-01 | No |
Contributions received in cash from employer | 2015-05-01 | $275,161 |
Employer contributions (assets) at end of year | 2015-05-01 | $0 |
Employer contributions (assets) at beginning of year | 2015-05-01 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-05-01 | $1,597,833 |
Did the plan have assets held for investment | 2015-05-01 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-05-01 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-05-01 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-05-01 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-05-01 | Disclaimer |
Accountancy firm name | 2015-05-01 | DISANTO PRIEST & COMPANY |
Accountancy firm EIN | 2015-05-01 | 571139864 |
2014 : ERGOTRON, INC. SAVINGS AND RETIREMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $121,448 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $4,355,047 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,437,178 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,437,178 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,674,982 |
Value of total assets at end of year | 2014-12-31 | $27,317,316 |
Value of total assets at beginning of year | 2014-12-31 | $25,520,895 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $532,094 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $2,016,744 |
Participant contributions at end of year | 2014-12-31 | $59,044 |
Participant contributions at beginning of year | 2014-12-31 | $119,085 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $49,456 |
Total non interest bearing cash at end of year | 2014-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,917,869 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $27,317,316 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $25,520,895 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $9,215,781 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $9,416,936 |
Interest on participant loans | 2014-12-31 | $3,903 |
Interest earned on other investments | 2014-12-31 | $528,191 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $18,042,491 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $15,984,874 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $53,607 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $1,094,364 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $608,782 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,437,178 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | DISANTO PRIEST & CO. |
Accountancy firm EIN | 2014-12-31 | 571139864 |
2013 : ERGOTRON, INC. SAVINGS AND RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets from this plan | 2013-12-31 | $46,553 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $6,713,195 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,304,997 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,304,997 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,746,332 |
Value of total assets at end of year | 2013-12-31 | $25,520,895 |
Value of total assets at beginning of year | 2013-12-31 | $21,159,250 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $252,343 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $2,037,972 |
Participant contributions at end of year | 2013-12-31 | $119,085 |
Participant contributions at beginning of year | 2013-12-31 | $157,532 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $63,916 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $83,000 |
Total non interest bearing cash at end of year | 2013-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $4,408,198 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $25,520,895 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $21,159,250 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $9,416,936 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $7,870,037 |
Interest on participant loans | 2013-12-31 | $6,478 |
Interest earned on other investments | 2013-12-31 | $245,865 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $15,984,874 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $13,047,570 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,393,554 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $2,320,966 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $625,360 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $20,195 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,304,997 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | ERNST & YOUNG |
Accountancy firm EIN | 2013-12-31 | 346565596 |
2012 : ERGOTRON, INC. SAVINGS AND RETIREMENT PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $1,691,791 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $4,792,885 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,033,546 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,033,546 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,612,682 |
Value of total assets at end of year | 2012-12-31 | $21,159,250 |
Value of total assets at beginning of year | 2012-12-31 | $15,708,120 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $316,718 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $2,017,116 |
Participant contributions at end of year | 2012-12-31 | $157,532 |
Participant contributions at beginning of year | 2012-12-31 | $221,723 |
Participant contributions at end of year | 2012-12-31 | $63,916 |
Participant contributions at beginning of year | 2012-12-31 | $46,127 |
Total non interest bearing cash at end of year | 2012-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $4,176,260 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $3,759,339 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $21,159,250 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $15,708,120 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $7,870,037 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $9,810,149 |
Interest on participant loans | 2012-12-31 | $8,922 |
Interest earned on other investments | 2012-12-31 | $307,796 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $13,047,570 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $1,440,965 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,032,855 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $830,630 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $595,566 |
Employer contributions (assets) at end of year | 2012-12-31 | $20,195 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $12,896 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,033,546 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | ERNST & YOUNG |
Accountancy firm EIN | 2012-12-31 | 346565596 |
2011 : ERGOTRON, INC. SAVINGS AND RETIREMENT PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,513,839 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,359,943 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,358,598 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,982,529 |
Value of total assets at end of year | 2011-12-31 | $15,708,120 |
Value of total assets at beginning of year | 2011-12-31 | $15,554,224 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,345 |
Total interest from all sources | 2011-12-31 | $210,163 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,539,899 |
Participant contributions at end of year | 2011-12-31 | $221,723 |
Participant contributions at beginning of year | 2011-12-31 | $284,163 |
Participant contributions at end of year | 2011-12-31 | $46,127 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $10,613 |
Administrative expenses (other) incurred | 2011-12-31 | $1,345 |
Total non interest bearing cash at end of year | 2011-12-31 | $4,176,260 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $153,896 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $15,708,120 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $15,554,224 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $9,810,149 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $13,567,440 |
Interest on participant loans | 2011-12-31 | $12,458 |
Interest earned on other investments | 2011-12-31 | $197,705 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $1,440,965 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $1,702,621 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-678,853 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $432,017 |
Employer contributions (assets) at end of year | 2011-12-31 | $12,896 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,358,598 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | ERNST & YOUNG |
Accountancy firm EIN | 2011-12-31 | 346565596 |
2010 : ERGOTRON, INC. SAVINGS AND RETIREMENT PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $3,723,782 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $665,304 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $664,704 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,901,486 |
Value of total assets at end of year | 2010-12-31 | $15,554,224 |
Value of total assets at beginning of year | 2010-12-31 | $12,495,746 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $600 |
Total interest from all sources | 2010-12-31 | $16,833 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $216,913 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $216,913 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,406,918 |
Participant contributions at end of year | 2010-12-31 | $284,163 |
Participant contributions at beginning of year | 2010-12-31 | $258,393 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $67,571 |
Administrative expenses (other) incurred | 2010-12-31 | $600 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $3,058,478 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $15,554,224 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $12,495,746 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $13,567,440 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $10,934,914 |
Interest on participant loans | 2010-12-31 | $16,833 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $1,702,621 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $1,302,439 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,467,893 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $120,657 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $426,997 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $664,704 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | VIRCHOW KRAUSE & COMPANY, LLP |
Accountancy firm EIN | 2010-12-31 | 390859910 |
2009 : ERGOTRON, INC. SAVINGS AND RETIREMENT PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2015: ERGOTRON, INC. SAVINGS AND RETIREMENT PLAN 2015 form 5500 responses | ||
---|---|---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | Yes |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: ERGOTRON, INC. SAVINGS AND RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: ERGOTRON, INC. SAVINGS AND RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: ERGOTRON, INC. SAVINGS AND RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: ERGOTRON, INC. SAVINGS AND RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | Yes |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: ERGOTRON, INC. SAVINGS AND RETIREMENT PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: ERGOTRON, INC. SAVINGS AND RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |