EMERSON ELECTRIC COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMERSON ELECTRIC CO. SELF-FUNDED RETIREE WELFARE BENEFIT PLAN
401k plan membership statisitcs for EMERSON ELECTRIC CO. SELF-FUNDED RETIREE WELFARE BENEFIT PLAN
Measure | Date | Value |
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2018 : EMERSON ELECTRIC CO. SELF-FUNDED RETIREE WELFARE BENEFIT PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $2,533,661 |
Total income from all sources (including contributions) | 2018-12-31 | $21,328,517 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $21,103,316 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $18,863,276 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $21,299,505 |
Value of total assets at end of year | 2018-12-31 | $0 |
Value of total assets at beginning of year | 2018-12-31 | $2,308,460 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $2,240,040 |
Total interest from all sources | 2018-12-31 | $29,012 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $10,544,631 |
Participant contributions at beginning of year | 2018-12-31 | $1,022,886 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $2,165 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $370,589 |
Administrative expenses (other) incurred | 2018-12-31 | $2,240,040 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $225,201 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $-225,201 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $1,283,409 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $29,012 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $10,754,874 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $18,863,276 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $2,163,072 |
Did the plan have assets held for investment | 2018-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2018-12-31 | 366055558 |
2017 : EMERSON ELECTRIC CO. SELF-FUNDED RETIREE WELFARE BENEFIT PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $2,533,661 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $2,527,384 |
Total income from all sources (including contributions) | 2017-12-31 | $24,801,732 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $25,010,836 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $22,302,148 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $24,774,645 |
Value of total assets at end of year | 2017-12-31 | $2,308,460 |
Value of total assets at beginning of year | 2017-12-31 | $2,511,287 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,708,688 |
Total interest from all sources | 2017-12-31 | $27,087 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $12,213,328 |
Participant contributions at end of year | 2017-12-31 | $1,022,886 |
Participant contributions at beginning of year | 2017-12-31 | $1,142,129 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $2,165 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $1,154 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $370,589 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $415,285 |
Administrative expenses (other) incurred | 2017-12-31 | $2,708,688 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $-209,104 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $-225,201 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $-16,097 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $1,283,409 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $1,368,004 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $27,087 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $12,561,317 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $22,302,148 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $2,163,072 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $2,112,099 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2017-12-31 | 366055558 |
2016 : EMERSON ELECTRIC CO. SELF-FUNDED RETIREE WELFARE BENEFIT PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $2,527,384 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $2,959,735 |
Total income from all sources (including contributions) | 2016-12-31 | $27,310,913 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $25,995,206 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $23,353,386 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $27,296,695 |
Value of total assets at end of year | 2016-12-31 | $2,511,287 |
Value of total assets at beginning of year | 2016-12-31 | $1,627,931 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,641,820 |
Total interest from all sources | 2016-12-31 | $14,218 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $13,132,731 |
Participant contributions at end of year | 2016-12-31 | $1,142,129 |
Participant contributions at beginning of year | 2016-12-31 | $1,126,452 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $1,154 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $173 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $415,285 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $688,575 |
Administrative expenses (other) incurred | 2016-12-31 | $2,641,820 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,315,707 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $-16,097 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $-1,331,804 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $1,368,004 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $501,306 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $14,218 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $14,163,964 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $23,353,386 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $2,112,099 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $2,271,160 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2016-12-31 | 366055558 |
2015 : EMERSON ELECTRIC CO. SELF-FUNDED RETIREE WELFARE BENEFIT PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $2,959,735 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $3,012,202 |
Total income from all sources (including contributions) | 2015-12-31 | $29,291,861 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $29,230,692 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $26,065,493 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $29,290,133 |
Value of total assets at end of year | 2015-12-31 | $1,627,931 |
Value of total assets at beginning of year | 2015-12-31 | $1,619,229 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,165,199 |
Total interest from all sources | 2015-12-31 | $1,728 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $13,235,072 |
Participant contributions at end of year | 2015-12-31 | $1,126,452 |
Participant contributions at beginning of year | 2015-12-31 | $1,113,474 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $173 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $42 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $688,575 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $711,593 |
Administrative expenses (other) incurred | 2015-12-31 | $3,165,199 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $61,169 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $-1,331,804 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $-1,392,973 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $501,306 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $505,713 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $1,728 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $16,055,061 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $26,065,493 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $2,271,160 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $2,300,609 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2015-12-31 | 366055558 |
2014 : EMERSON ELECTRIC CO. SELF-FUNDED RETIREE WELFARE BENEFIT PLAN 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $3,012,202 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $3,108,500 |
Total income from all sources (including contributions) | 2014-12-31 | $7,037,484 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $7,544,093 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $6,768,115 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $7,037,342 |
Value of total assets at end of year | 2014-12-31 | $1,619,229 |
Value of total assets at beginning of year | 2014-12-31 | $2,222,136 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $775,978 |
Total interest from all sources | 2014-12-31 | $142 |
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 | $25,000,000 |
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 | $3,245,486 |
Participant contributions at end of year | 2014-12-31 | $1,113,474 |
Participant contributions at beginning of year | 2014-12-31 | $1,143,340 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $42 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $53 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $711,593 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $828,268 |
Administrative expenses (other) incurred | 2014-12-31 | $775,978 |
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 | $-506,609 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $-1,392,973 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $-886,364 |
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 common/collective trusts at end of year | 2014-12-31 | $505,713 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $1,078,743 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $142 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
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 | $3,791,856 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $6,768,115 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $2,300,609 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $2,280,232 |
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 | GRANT THORNTON LLP |
Accountancy firm EIN | 2014-12-31 | 366055558 |
Total unrealized appreciation/depreciation of assets | 2014-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $3,108,500 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $3,373,328 |
Total income from all sources (including contributions) | 2014-09-30 | $28,741,576 |
Total loss/gain on sale of assets | 2014-09-30 | $0 |
Total of all expenses incurred | 2014-09-30 | $28,178,250 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-09-30 | $24,999,505 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-09-30 | $28,739,129 |
Value of total assets at end of year | 2014-09-30 | $2,222,136 |
Value of total assets at beginning of year | 2014-09-30 | $1,923,638 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-09-30 | $3,178,745 |
Total interest from all sources | 2014-09-30 | $2,447 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-09-30 | No |
Administrative expenses professional fees incurred | 2014-09-30 | $163,637 |
Was this plan covered by a fidelity bond | 2014-09-30 | Yes |
Value of fidelity bond cover | 2014-09-30 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2014-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-09-30 | No |
Contributions received from participants | 2014-09-30 | $13,048,889 |
Participant contributions at end of year | 2014-09-30 | $1,143,340 |
Participant contributions at beginning of year | 2014-09-30 | $1,047,867 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-09-30 | $53 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-09-30 | $84 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-09-30 | $828,268 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-09-30 | $849,468 |
Administrative expenses (other) incurred | 2014-09-30 | $3,015,108 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
Value of net income/loss | 2014-09-30 | $563,326 |
Value of net assets at end of year (total assets less liabilities) | 2014-09-30 | $-886,364 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-09-30 | $-1,449,690 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-09-30 | No |
Value of interest in common/collective trusts at end of year | 2014-09-30 | $1,078,743 |
Value of interest in common/collective trusts at beginning of year | 2014-09-30 | $875,687 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-09-30 | $2,447 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-09-30 | No |
Contributions received in cash from employer | 2014-09-30 | $15,690,240 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-09-30 | $24,999,505 |
Liabilities. Value of benefit claims payable at end of year | 2014-09-30 | $2,280,232 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-09-30 | $2,523,860 |
Did the plan have assets held for investment | 2014-09-30 | 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 | 2014-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-09-30 | Disclaimer |
Accountancy firm name | 2014-09-30 | GRANT THORNTON LLP |
Accountancy firm EIN | 2014-09-30 | 366055558 |
2013 : EMERSON ELECTRIC CO. SELF-FUNDED RETIREE WELFARE BENEFIT PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $3,373,328 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $3,436,047 |
Total income from all sources (including contributions) | 2013-09-30 | $30,523,024 |
Total loss/gain on sale of assets | 2013-09-30 | $0 |
Total of all expenses incurred | 2013-09-30 | $31,308,267 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-09-30 | $27,998,486 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-09-30 | $30,517,969 |
Value of total assets at end of year | 2013-09-30 | $1,923,638 |
Value of total assets at beginning of year | 2013-09-30 | $2,771,600 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-09-30 | $3,309,781 |
Total interest from all sources | 2013-09-30 | $5,055 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-09-30 | No |
Was this plan covered by a fidelity bond | 2013-09-30 | Yes |
Value of fidelity bond cover | 2013-09-30 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2013-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-09-30 | No |
Contributions received from participants | 2013-09-30 | $13,435,566 |
Participant contributions at end of year | 2013-09-30 | $1,047,867 |
Participant contributions at beginning of year | 2013-09-30 | $1,323,475 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-09-30 | $84 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-09-30 | $400 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-09-30 | $849,468 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-09-30 | $785,425 |
Administrative expenses (other) incurred | 2013-09-30 | $3,309,781 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
Value of net income/loss | 2013-09-30 | $-785,243 |
Value of net assets at end of year (total assets less liabilities) | 2013-09-30 | $-1,449,690 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-09-30 | $-664,447 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-09-30 | No |
Value of interest in common/collective trusts at end of year | 2013-09-30 | $875,687 |
Value of interest in common/collective trusts at beginning of year | 2013-09-30 | $1,447,725 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-09-30 | $5,055 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-09-30 | No |
Contributions received in cash from employer | 2013-09-30 | $17,082,403 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-09-30 | $27,998,486 |
Liabilities. Value of benefit claims payable at end of year | 2013-09-30 | $2,523,860 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-09-30 | $2,650,622 |
Did the plan have assets held for investment | 2013-09-30 | 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 | 2013-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-09-30 | Disclaimer |
Accountancy firm name | 2013-09-30 | GRANT THORNTON LLP |
Accountancy firm EIN | 2013-09-30 | 366055558 |
2012 : EMERSON ELECTRIC CO. SELF-FUNDED RETIREE WELFARE BENEFIT PLAN 2012 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $3,436,047 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $4,304,077 |
Total income from all sources (including contributions) | 2012-09-30 | $32,534,629 |
Total of all expenses incurred | 2012-09-30 | $32,141,802 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-09-30 | $28,549,715 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-09-30 | $32,530,372 |
Value of total assets at end of year | 2012-09-30 | $2,771,600 |
Value of total assets at beginning of year | 2012-09-30 | $3,246,803 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-09-30 | $3,592,087 |
Total interest from all sources | 2012-09-30 | $4,257 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-09-30 | No |
Was this plan covered by a fidelity bond | 2012-09-30 | Yes |
Value of fidelity bond cover | 2012-09-30 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2012-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-09-30 | No |
Contributions received from participants | 2012-09-30 | $17,526,318 |
Participant contributions at end of year | 2012-09-30 | $1,323,475 |
Participant contributions at beginning of year | 2012-09-30 | $1,495,907 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-09-30 | $400 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-09-30 | $69 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-09-30 | $785,425 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-09-30 | $1,408,956 |
Administrative expenses (other) incurred | 2012-09-30 | $3,592,087 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
Value of net income/loss | 2012-09-30 | $392,827 |
Value of net assets at end of year (total assets less liabilities) | 2012-09-30 | $-664,447 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-09-30 | $-1,057,274 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-09-30 | No |
Value of interest in common/collective trusts at end of year | 2012-09-30 | $1,447,725 |
Value of interest in common/collective trusts at beginning of year | 2012-09-30 | $1,750,827 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-09-30 | $4,257 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-09-30 | No |
Contributions received in cash from employer | 2012-09-30 | $15,004,054 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-09-30 | $28,549,715 |
Liabilities. Value of benefit claims payable at end of year | 2012-09-30 | $2,650,622 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-09-30 | $2,895,121 |
Did the plan have assets held for investment | 2012-09-30 | 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 | 2012-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-09-30 | Disclaimer |
Accountancy firm name | 2012-09-30 | GRANT THORNTON LLP |
Accountancy firm EIN | 2012-09-30 | 366055558 |
2011 : EMERSON ELECTRIC CO. SELF-FUNDED RETIREE WELFARE BENEFIT PLAN 2011 401k financial data |
---|
Total transfer of assets to this plan | 2011-09-30 | $-954,613 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $4,304,077 |
Total income from all sources (including contributions) | 2011-09-30 | $37,616,502 |
Total of all expenses incurred | 2011-09-30 | $37,719,163 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-09-30 | $33,736,045 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-09-30 | $37,609,170 |
Value of total assets at end of year | 2011-09-30 | $3,246,803 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-09-30 | $3,983,118 |
Total interest from all sources | 2011-09-30 | $7,332 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-09-30 | No |
Was this plan covered by a fidelity bond | 2011-09-30 | Yes |
Value of fidelity bond cover | 2011-09-30 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2011-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-09-30 | No |
Contributions received from participants | 2011-09-30 | $18,979,939 |
Participant contributions at end of year | 2011-09-30 | $1,495,907 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-09-30 | $69 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-09-30 | $1,408,956 |
Administrative expenses (other) incurred | 2011-09-30 | $3,983,118 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-09-30 | No |
Value of net income/loss | 2011-09-30 | $-102,661 |
Value of net assets at end of year (total assets less liabilities) | 2011-09-30 | $-1,057,274 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-09-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-09-30 | $1,750,827 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-09-30 | $7,332 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-09-30 | $201,663 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-09-30 | No |
Contributions received in cash from employer | 2011-09-30 | $18,629,231 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-09-30 | $33,534,382 |
Liabilities. Value of benefit claims payable at end of year | 2011-09-30 | $2,895,121 |
Did the plan have assets held for investment | 2011-09-30 | 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 | 2011-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-09-30 | Disclaimer |
Accountancy firm name | 2011-09-30 | GRANT THORNTON LLP |
Accountancy firm EIN | 2011-09-30 | 366055558 |