DANFOSS POWER SOLUTIONS US COMPANY has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2013 : SAUER-DANFOSS MASTER TRUST 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $1,110,360 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $1,110,360 |
| 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 | $22,338,860 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $122,186 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
| Value of total assets at end of year | 2013-12-31 | $147,753,063 |
| Value of total assets at beginning of year | 2013-12-31 | $125,536,389 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $122,186 |
| Total interest from all sources | 2013-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $7,628,398 |
| Administrative expenses (other) incurred | 2013-12-31 | $122,186 |
| 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 | $815 |
| Value of net income/loss | 2013-12-31 | $22,216,674 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $147,753,063 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $125,536,389 |
| 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 | $61,271,587 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $82,779,660 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $86,367,691 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $35,127,255 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $113,785 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $261 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $261 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $11,579,838 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $9,648,662 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| 2012 : SAUER-DANFOSS MASTER TRUST 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $2,421,298 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $2,421,298 |
| 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 | $14,607,530 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $134,254 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $0 |
| Value of total assets at end of year | 2012-12-31 | $125,536,389 |
| Value of total assets at beginning of year | 2012-12-31 | $111,063,113 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $134,254 |
| Total interest from all sources | 2012-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $7,628,398 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $6,440,182 |
| Administrative expenses (other) incurred | 2012-12-31 | $134,254 |
| Total non interest bearing cash at end of year | 2012-12-31 | $815 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $1,370 |
| Value of net income/loss | 2012-12-31 | $14,473,276 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $125,536,389 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $111,063,113 |
| 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 | $82,779,660 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $71,145,625 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $35,127,255 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $33,475,676 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $261 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $260 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $260 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $10,301,142 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $1,885,090 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| 2011 : SAUER-DANFOSS MASTER TRUST 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2011-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $767,116 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $767,116 |
| Total transfer of assets to this plan | 2011-12-31 | $0 |
| Total transfer of assets from this plan | 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 |
| Expenses. Interest paid | 2011-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $1,782,828 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $176,013 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $0 |
| Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of total corrective distributions | 2011-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $0 |
| Value of total assets at end of year | 2011-12-31 | $111,063,113 |
| Value of total assets at beginning of year | 2011-12-31 | $109,456,298 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $176,013 |
| Total income from rents | 2011-12-31 | $0 |
| Total interest from all sources | 2011-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $0 |
| Administrative expenses professional fees incurred | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $6,440,182 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $0 |
| Other income not declared elsewhere | 2011-12-31 | $0 |
| Administrative expenses (other) incurred | 2011-12-31 | $176,013 |
| Total non interest bearing cash at end of year | 2011-12-31 | $1,370 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $1,200 |
| Income. Non cash contributions | 2011-12-31 | $0 |
| Value of net income/loss | 2011-12-31 | $1,606,815 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $111,063,113 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $109,456,298 |
| 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 |
| Investment advisory and management fees | 2011-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $71,145,625 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $72,768,565 |
| Interest on participant loans | 2011-12-31 | $0 |
| Income. Interest from loans (other than to participants) | 2011-12-31 | $0 |
| Interest earned on other investments | 2011-12-31 | $0 |
| Income. Interest from US Government securities | 2011-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2011-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $33,475,676 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $29,514,538 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $260 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $85,723 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $85,723 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $403,188 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $612,524 |
| Net gain/loss from 103.12 investment entities | 2011-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Assets. Invements in employer securities at end of year | 2011-12-31 | $0 |
| Assets. Invements in employer securities at beginning of year | 2011-12-31 | $7,086,272 |
| Contributions received in cash from employer | 2011-12-31 | $0 |
| Income. Dividends from preferred stock | 2011-12-31 | $0 |
| Income. Dividends from common stock | 2011-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $0 |
| Contract administrator fees | 2011-12-31 | $0 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2011-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $0 |
| 2010 : SAUER-DANFOSS MASTER TRUST 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $3,716,444 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $3,716,444 |
| 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 | $12,190,355 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $156,787 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $0 |
| Value of total assets at end of year | 2010-12-31 | $109,456,298 |
| Value of total assets at beginning of year | 2010-12-31 | $97,422,730 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $156,787 |
| Total interest from all sources | 2010-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $87,331 |
| Administrative expenses (other) incurred | 2010-12-31 | $156,787 |
| Total non interest bearing cash at end of year | 2010-12-31 | $1,200 |
| Value of net income/loss | 2010-12-31 | $12,033,568 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $109,456,298 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $97,422,730 |
| 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 | $72,768,565 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $64,179,691 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $29,514,538 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $28,373,200 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $85,723 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $27 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $27 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $6,670,002 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $1,803,909 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Assets. Invements in employer securities at end of year | 2010-12-31 | $7,086,272 |
| Assets. Invements in employer securities at beginning of year | 2010-12-31 | $4,782,481 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
