401k Plan data: BOSCH REXROTH PNEUMATICS CORPORATION 401 K PLAN FOR BARGAINING UNIT EMPLOYEES plan

BOSCH REXROTH PNEUMATICS CORPORATION 401 K PLAN FOR BARGAINING UNIT EMPLOYEES 401k Plan overview

Plan Name	BOSCH REXROTH PNEUMATICS CORPORATION 401 K PLAN FOR BARGAINING UNIT EMPLOYEES
Plan identification number	012

BOSCH REXROTH PNEUMATICS CORPORATION 401 K PLAN FOR BARGAINING UNIT EMPLOYEES Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EMERSON ELECTRIC COMPANY has sponsored the creation of one or more 401k plans.

Company Name: EMERSON ELECTRIC COMPANY

Employer identification number (EIN): 461763108

NAIC Classification: 333200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOSCH REXROTH PNEUMATICS CORPORATION 401 K PLAN FOR BARGAINING UNIT EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
012 2015-01-01 VALENDA TAYLOR
012 2014-01-01 JOHN HOLZAPFEL JOHN HOLZAPFEL 2016-08-18
012 2013-01-01 GARY D.GRABARCZYK GARY D.GRABARCZYK 2014-10-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
012	2015-01-01	VALENDA TAYLOR
012	2014-01-01	JOHN HOLZAPFEL	JOHN HOLZAPFEL	2016-08-18
012	2013-01-01	GARY D.GRABARCZYK	GARY D.GRABARCZYK	2014-10-13

Plan Statistics for BOSCH REXROTH PNEUMATICS CORPORATION 401 K PLAN FOR BARGAINING UNIT EMPLOYEES

401k plan membership statisitcs for BOSCH REXROTH PNEUMATICS CORPORATION 401 K PLAN FOR BARGAINING UNIT EMPLOYEES

Measure Date Value
2015: BOSCH REXROTH PNEUMATICS CORPORATION 401 K PLAN FOR BARGAINING UNIT EMPLOYEES 2015 401k membership
Total participants, beginning-of-year 2015-01-01 177
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: BOSCH REXROTH PNEUMATICS CORPORATION 401 K PLAN FOR BARGAINING UNIT EMPLOYEES 2014 401k membership
Total participants, beginning-of-year 2014-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 157
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 20
Total of all active and inactive participants 2014-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 177
Number of participants with account balances 2014-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BOSCH REXROTH PNEUMATICS CORPORATION 401 K PLAN FOR BARGAINING UNIT EMPLOYEES 2013 401k membership
Total participants, beginning-of-year 2013-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 128
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 1
Total of all active and inactive participants 2013-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 129
Number of participants with account balances 2013-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1

Measure	Date	Value
2015: BOSCH REXROTH PNEUMATICS CORPORATION 401 K PLAN FOR BARGAINING UNIT EMPLOYEES 2015 401k membership
Total participants, beginning-of-year	2015-01-01	177
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: BOSCH REXROTH PNEUMATICS CORPORATION 401 K PLAN FOR BARGAINING UNIT EMPLOYEES 2014 401k membership
Total participants, beginning-of-year	2014-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	157
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	20
Total of all active and inactive participants	2014-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	177
Number of participants with account balances	2014-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BOSCH REXROTH PNEUMATICS CORPORATION 401 K PLAN FOR BARGAINING UNIT EMPLOYEES 2013 401k membership
Total participants, beginning-of-year	2013-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	128
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	1
Total of all active and inactive participants	2013-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	129
Number of participants with account balances	2013-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1

Financial Data on BOSCH REXROTH PNEUMATICS CORPORATION 401 K PLAN FOR BARGAINING UNIT EMPLOYEES

Measure	Date	Value
2015 : BOSCH REXROTH PNEUMATICS CORPORATION 401 K PLAN FOR BARGAINING UNIT EMPLOYEES 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-01-31	$0
Total transfer of assets from this plan	2015-01-31	$3,620,848
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-01-31	$0
Total income from all sources (including contributions)	2015-01-31	$16,765
Total loss/gain on sale of assets	2015-01-31	$0
Total of all expenses incurred	2015-01-31	$51,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-01-31	$50,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-01-31	$35,037
Value of total assets at end of year	2015-01-31	$0
Value of total assets at beginning of year	2015-01-31	$3,655,927
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-01-31	$1,407
Total interest from all sources	2015-01-31	$343
Total dividends received (eg from common stock, registered investment company shares)	2015-01-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-01-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-01-31	$0
Was this plan covered by a fidelity bond	2015-01-31	Yes
Value of fidelity bond cover	2015-01-31	$15,000,000
If this is an individual account plan, was there a blackout period	2015-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-01-31	No
Contributions received from participants	2015-01-31	$24,711
Participant contributions at beginning of year	2015-01-31	$91,933
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-01-31	No
Value of net income/loss	2015-01-31	$-35,079
Value of net assets at end of year (total assets less liabilities)	2015-01-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-01-31	$3,655,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-01-31	No
Were any leases to which the plan was party in default or uncollectible	2015-01-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-01-31	$567,513
Income. Interest from loans (other than to participants)	2015-01-31	$343
Value of interest in common/collective trusts at beginning of year	2015-01-31	$2,996,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-01-31	$4,869
Net investment gain or loss from common/collective trusts	2015-01-31	$-23,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-01-31	No
Was there a failure to transmit to the plan any participant contributions	2015-01-31	No
Has the plan failed to provide any benefit when due under the plan	2015-01-31	No
Contributions received in cash from employer	2015-01-31	$10,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-01-31	$50,437
Contract administrator fees	2015-01-31	$1,407
Did the plan have assets held for investment	2015-01-31	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	2015-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-01-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-01-31	Disclaimer
Accountancy firm name	2015-01-31	PRICEWATERHOUSECOOPERS
Accountancy firm EIN	2015-01-31	134008324
2014 : BOSCH REXROTH PNEUMATICS CORPORATION 401 K PLAN FOR BARGAINING UNIT EMPLOYEES 2014 401k financial data
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	$1,407
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$1,737
Total income from all sources (including contributions)	2014-12-31	$652,080
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$338,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$333,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$426,950
Value of total assets at end of year	2014-12-31	$3,656,443
Value of total assets at beginning of year	2014-12-31	$3,343,649
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$5,189
Total interest from all sources	2014-12-31	$3,580
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	$15,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$296,687
Participant contributions at end of year	2014-12-31	$91,933
Participant contributions at beginning of year	2014-12-31	$78,340
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$4,335
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$515
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$408
Liabilities. Value of operating payables at end of year	2014-12-31	$1,407
Liabilities. Value of operating payables at beginning of year	2014-12-31	$1,737
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
Income. Non cash contributions	2014-12-31	$515
Value of net income/loss	2014-12-31	$313,124
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,655,036
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,341,912
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	$567,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$491,659
Income. Interest from loans (other than to participants)	2014-12-31	$3,580
Value of interest in common/collective trusts at end of year	2014-12-31	$2,996,482
Value of interest in common/collective trusts at beginning of year	2014-12-31	$2,773,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$43,015
Net investment gain or loss from common/collective trusts	2014-12-31	$178,535
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	$125,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$333,767
Contract administrator fees	2014-12-31	$5,189
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	BLUE & CO., LLC
Accountancy firm EIN	2014-12-31	351178661
2013 : BOSCH REXROTH PNEUMATICS CORPORATION 401 K PLAN FOR BARGAINING UNIT EMPLOYEES 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$1,737
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$1,596
Total income from all sources (including contributions)	2013-12-31	$867,292
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$193,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$188,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$365,056
Value of total assets at end of year	2013-12-31	$3,343,649
Value of total assets at beginning of year	2013-12-31	$2,670,010
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$5,689
Total interest from all sources	2013-12-31	$3,471
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$17,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$17,480
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$258,613
Participant contributions at end of year	2013-12-31	$78,340
Participant contributions at beginning of year	2013-12-31	$87,336
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$408
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$408
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$267
Administrative expenses (other) incurred	2013-12-31	$5,689
Liabilities. Value of operating payables at end of year	2013-12-31	$1,737
Liabilities. Value of operating payables at beginning of year	2013-12-31	$1,596
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	$673,498
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,341,912
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,668,414
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	$491,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$288,363
Interest on participant loans	2013-12-31	$3,471
Value of interest in common/collective trusts at end of year	2013-12-31	$2,773,242
Value of interest in common/collective trusts at beginning of year	2013-12-31	$2,294,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$109,596
Net investment gain or loss from common/collective trusts	2013-12-31	$371,689
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	$106,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$188,105
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	PRICEWATERHOUSECOOPERS
Accountancy firm EIN	2013-12-31	134008324

Form 5500 Responses for BOSCH REXROTH PNEUMATICS CORPORATION 401 K PLAN FOR BARGAINING UNIT EMPLOYEES

2015: BOSCH REXROTH PNEUMATICS CORPORATION 401 K PLAN FOR BARGAINING UNIT EMPLOYEES 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	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BOSCH REXROTH PNEUMATICS CORPORATION 401 K PLAN FOR BARGAINING UNIT EMPLOYEES 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	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BOSCH REXROTH PNEUMATICS CORPORATION 401 K PLAN FOR BARGAINING UNIT EMPLOYEES 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	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	EMERSON ELECTRIC COMPANY
Employer identification number (EIN):	461763108
NAIC Classification:	333200