401k Plan data: SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN plan

SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN
Plan identification number	001

SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 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 not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SHIMADZU SCIENTIFIC INSTRUMENTS has sponsored the creation of one or more 401k plans.

Company Name: SHIMADZU SCIENTIFIC INSTRUMENTS

Employer identification number (EIN): 521035956

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 GRETCHEN STANGLE
001 2016-01-01 GRETCHEN STANGLE
001 2015-01-01 GRETCHEN STANGLE
001 2015-01-01 CHRISTOPHER POWER GAYLORD 2016-06-03 CHRISTOPHER POWER GAYLORD 2016-06-03
001 2014-01-01 GRETCHEN STANGLE
001 2014-01-01 CHRISTOPHER POWER GAYLOR 2015-07-15 CHRISTOPHER POWER GAYLOR 2015-07-15
001 2013-01-01 GRETCHEN STANGLE
001 2012-01-01 CHRISTOPHER POWER GAYLOR 2013-07-19 CHRISTOPHER POWER GAYLOR 2013-07-19
001 2011-01-01 CHRISTOPHER POWER GAYLOR 2012-07-24 CHRISTOPHER POWER GAYLOR 2012-07-24
001 2010-01-01 CHRISTOPHER POWER GAYLOR 2011-07-25 CHRISTOPHER POWER GAYLOR 2011-07-25
001 2009-01-01 REGINA LLOYD REGINA LLOYD 2010-07-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	GRETCHEN STANGLE
001	2016-01-01	GRETCHEN STANGLE
001	2015-01-01	GRETCHEN STANGLE
001	2015-01-01	CHRISTOPHER POWER GAYLORD	2016-06-03	CHRISTOPHER POWER GAYLORD	2016-06-03
001	2014-01-01	GRETCHEN STANGLE
001	2014-01-01	CHRISTOPHER POWER GAYLOR	2015-07-15	CHRISTOPHER POWER GAYLOR	2015-07-15
001	2013-01-01	GRETCHEN STANGLE
001	2012-01-01	CHRISTOPHER POWER GAYLOR	2013-07-19	CHRISTOPHER POWER GAYLOR	2013-07-19
001	2011-01-01	CHRISTOPHER POWER GAYLOR	2012-07-24	CHRISTOPHER POWER GAYLOR	2012-07-24
001	2010-01-01	CHRISTOPHER POWER GAYLOR	2011-07-25	CHRISTOPHER POWER GAYLOR	2011-07-25
001	2009-01-01	REGINA LLOYD		REGINA LLOYD	2010-07-22

Plan Statistics for SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN

401k plan membership statisitcs for SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN

Measure Date Value
2022: SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 683
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 533
Number of retired or separated participants receiving benefits 2022-01-01 6
Number of other retired or separated participants entitled to future benefits 2022-01-01 171
Total of all active and inactive participants 2022-01-01 710
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 5
Total participants 2022-01-01 715
Number of participants with account balances 2022-01-01 681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 45
2021: SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 615
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 501
Number of retired or separated participants receiving benefits 2021-01-01 6
Number of other retired or separated participants entitled to future benefits 2021-01-01 171
Total of all active and inactive participants 2021-01-01 678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 5
Total participants 2021-01-01 683
Number of participants with account balances 2021-01-01 681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 45
2020: SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 663
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 504
Number of retired or separated participants receiving benefits 2020-01-01 5
Number of other retired or separated participants entitled to future benefits 2020-01-01 102
Total of all active and inactive participants 2020-01-01 611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 4
Total participants 2020-01-01 615
Number of participants with account balances 2020-01-01 613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 24
2019: SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 602
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 509
Number of retired or separated participants receiving benefits 2019-01-01 7
Number of other retired or separated participants entitled to future benefits 2019-01-01 144
Total of all active and inactive participants 2019-01-01 660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 3
Total participants 2019-01-01 663
Number of participants with account balances 2019-01-01 655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 26
2018: SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 564
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 461
Number of retired or separated participants receiving benefits 2018-01-01 8
Number of other retired or separated participants entitled to future benefits 2018-01-01 130
Total of all active and inactive participants 2018-01-01 599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 3
Total participants 2018-01-01 602
Number of participants with account balances 2018-01-01 602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 20
2017: SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 514
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 435
Number of retired or separated participants receiving benefits 2017-01-01 5
Number of other retired or separated participants entitled to future benefits 2017-01-01 122
Total of all active and inactive participants 2017-01-01 562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 564
Number of participants with account balances 2017-01-01 551
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 19
2016: SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 489
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 410
Number of retired or separated participants receiving benefits 2016-01-01 3
Number of other retired or separated participants entitled to future benefits 2016-01-01 99
Total of all active and inactive participants 2016-01-01 512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 514
Number of participants with account balances 2016-01-01 489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 13
2015: SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 464
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 386
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 98
Total of all active and inactive participants 2015-01-01 486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 488
Number of participants with account balances 2015-01-01 466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 15
2014: SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 441
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 372
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 88
Total of all active and inactive participants 2014-01-01 462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 464
Number of participants with account balances 2014-01-01 434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 12
2013: SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 453
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 359
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 79
Total of all active and inactive participants 2013-01-01 438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 3
Total participants 2013-01-01 441
Number of participants with account balances 2013-01-01 404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 15
2009: SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 423
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 321
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 95
Total of all active and inactive participants 2009-01-01 416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 418
Number of participants with account balances 2009-01-01 403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2022: SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	683
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	533
Number of retired or separated participants receiving benefits	2022-01-01	6
Number of other retired or separated participants entitled to future benefits	2022-01-01	171
Total of all active and inactive participants	2022-01-01	710
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	5
Total participants	2022-01-01	715
Number of participants with account balances	2022-01-01	681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	45
2021: SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	615
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	501
Number of retired or separated participants receiving benefits	2021-01-01	6
Number of other retired or separated participants entitled to future benefits	2021-01-01	171
Total of all active and inactive participants	2021-01-01	678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	5
Total participants	2021-01-01	683
Number of participants with account balances	2021-01-01	681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	45
2020: SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	663
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	504
Number of retired or separated participants receiving benefits	2020-01-01	5
Number of other retired or separated participants entitled to future benefits	2020-01-01	102
Total of all active and inactive participants	2020-01-01	611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	4
Total participants	2020-01-01	615
Number of participants with account balances	2020-01-01	613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	24
2019: SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	602
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	509
Number of retired or separated participants receiving benefits	2019-01-01	7
Number of other retired or separated participants entitled to future benefits	2019-01-01	144
Total of all active and inactive participants	2019-01-01	660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	3
Total participants	2019-01-01	663
Number of participants with account balances	2019-01-01	655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	26
2018: SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	564
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	461
Number of retired or separated participants receiving benefits	2018-01-01	8
Number of other retired or separated participants entitled to future benefits	2018-01-01	130
Total of all active and inactive participants	2018-01-01	599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	3
Total participants	2018-01-01	602
Number of participants with account balances	2018-01-01	602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	20
2017: SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	514
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	435
Number of retired or separated participants receiving benefits	2017-01-01	5
Number of other retired or separated participants entitled to future benefits	2017-01-01	122
Total of all active and inactive participants	2017-01-01	562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	564
Number of participants with account balances	2017-01-01	551
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	19
2016: SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	489
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	410
Number of retired or separated participants receiving benefits	2016-01-01	3
Number of other retired or separated participants entitled to future benefits	2016-01-01	99
Total of all active and inactive participants	2016-01-01	512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	514
Number of participants with account balances	2016-01-01	489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	13
2015: SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	464
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	386
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	98
Total of all active and inactive participants	2015-01-01	486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	488
Number of participants with account balances	2015-01-01	466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	15
2014: SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	441
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	372
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	88
Total of all active and inactive participants	2014-01-01	462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	464
Number of participants with account balances	2014-01-01	434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	12
2013: SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	453
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	359
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	79
Total of all active and inactive participants	2013-01-01	438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	3
Total participants	2013-01-01	441
Number of participants with account balances	2013-01-01	404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	15
2009: SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	423
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	321
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	95
Total of all active and inactive participants	2009-01-01	416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	418
Number of participants with account balances	2009-01-01	403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN

Measure	Date	Value
2022 : SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-11,922,159
Total of all expenses incurred	2022-12-31	$6,338,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$6,212,044
Expenses. Certain deemed distributions of participant loans	2022-12-31	$18,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$6,646,735
Value of total assets at end of year	2022-12-31	$88,668,176
Value of total assets at beginning of year	2022-12-31	$106,928,953
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$107,795
Total interest from all sources	2022-12-31	$49,762
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,087,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,087,905
Administrative expenses professional fees incurred	2022-12-31	$6,353
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$4,306,824
Participant contributions at end of year	2022-12-31	$1,306,687
Participant contributions at beginning of year	2022-12-31	$1,171,813
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$183,418
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$2,350
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$512
Administrative expenses (other) incurred	2022-12-31	$27,534
Total non interest bearing cash at end of year	2022-12-31	$51,013
Total non interest bearing cash at beginning of year	2022-12-31	$55,701
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-18,260,777
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$88,668,176
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$106,928,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$73,908
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$78,493,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$100,131,034
Interest on participant loans	2022-12-31	$49,477
Value of interest in common/collective trusts at end of year	2022-12-31	$8,739,691
Value of interest in common/collective trusts at beginning of year	2022-12-31	$5,477,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$74,670
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$91,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$91,989
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$285
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-19,845,712
Net investment gain or loss from common/collective trusts	2022-12-31	$139,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$2,156,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$6,212,044
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$20,406,095
Total of all expenses incurred	2021-12-31	$6,404,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$6,283,828
Expenses. Certain deemed distributions of participant loans	2021-12-31	$726
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$6,691,877
Value of total assets at end of year	2021-12-31	$106,928,953
Value of total assets at beginning of year	2021-12-31	$92,927,004
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$119,592
Total interest from all sources	2021-12-31	$52,011
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,339,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,339,821
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$4,341,128
Participant contributions at end of year	2021-12-31	$1,171,813
Participant contributions at beginning of year	2021-12-31	$1,324,375
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$126,968
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$166,003
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$512
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$5,656
Administrative expenses (other) incurred	2021-12-31	$12,633
Total non interest bearing cash at end of year	2021-12-31	$55,701
Total non interest bearing cash at beginning of year	2021-12-31	$52,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$14,001,949
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$106,928,953
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$92,927,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$106,959
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$100,131,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$85,818,002
Interest on participant loans	2021-12-31	$52,011
Value of interest in common/collective trusts at end of year	2021-12-31	$5,477,904
Value of interest in common/collective trusts at beginning of year	2021-12-31	$5,514,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$91,989
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$84,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$84,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$12,226,699
Net investment gain or loss from common/collective trusts	2021-12-31	$95,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$2,184,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$6,283,828
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$19,769,787
Total of all expenses incurred	2020-12-31	$5,795,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$5,696,307
Expenses. Certain deemed distributions of participant loans	2020-12-31	$3,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,752,506
Value of total assets at end of year	2020-12-31	$92,927,004
Value of total assets at beginning of year	2020-12-31	$78,952,497
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$95,930
Total interest from all sources	2020-12-31	$57,110
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,252,810
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,252,810
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$4,071,699
Participant contributions at end of year	2020-12-31	$1,324,375
Participant contributions at beginning of year	2020-12-31	$1,132,229
Participant contributions at end of year	2020-12-31	$126,968
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$382,717
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$5,656
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$200
Administrative expenses (other) incurred	2020-12-31	$11,964
Total non interest bearing cash at end of year	2020-12-31	$52,887
Total non interest bearing cash at beginning of year	2020-12-31	$29,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$13,974,507
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$92,927,004
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$78,952,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$83,966
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$85,818,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$72,469,763
Interest on participant loans	2020-12-31	$57,089
Value of interest in common/collective trusts at end of year	2020-12-31	$5,514,194
Value of interest in common/collective trusts at beginning of year	2020-12-31	$5,299,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$84,922
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$21,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$21,509
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$21
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$13,607,697
Net investment gain or loss from common/collective trusts	2020-12-31	$99,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$298,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$5,696,307
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$21,260,885
Total of all expenses incurred	2019-12-31	$4,524,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$4,414,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$6,399,060
Value of total assets at end of year	2019-12-31	$78,952,497
Value of total assets at beginning of year	2019-12-31	$62,216,465
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$109,957
Total interest from all sources	2019-12-31	$52,478
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,000,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,000,292
Administrative expenses professional fees incurred	2019-12-31	$10,086
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$3,794,378
Participant contributions at end of year	2019-12-31	$1,132,229
Participant contributions at beginning of year	2019-12-31	$1,221,356
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$600,718
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$200
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$124
Administrative expenses (other) incurred	2019-12-31	$14,927
Total non interest bearing cash at end of year	2019-12-31	$29,506
Total non interest bearing cash at beginning of year	2019-12-31	$24,986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$16,736,032
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$78,952,497
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$62,216,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$84,944
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$72,469,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$56,026,877
Interest on participant loans	2019-12-31	$52,387
Value of interest in common/collective trusts at end of year	2019-12-31	$5,299,290
Value of interest in common/collective trusts at beginning of year	2019-12-31	$4,939,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$21,509
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$4,021
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$4,021
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$91
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$13,700,602
Net investment gain or loss from common/collective trusts	2019-12-31	$108,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,003,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$4,414,896
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$2,296,601
Total of all expenses incurred	2018-12-31	$6,988,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$6,853,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$5,341,954
Value of total assets at end of year	2018-12-31	$62,216,465
Value of total assets at beginning of year	2018-12-31	$66,908,743
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$135,846
Total interest from all sources	2018-12-31	$46,617
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$839,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$839,424
Administrative expenses professional fees incurred	2018-12-31	$8,159
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$3,265,860
Participant contributions at end of year	2018-12-31	$1,221,356
Participant contributions at beginning of year	2018-12-31	$1,166,825
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$372,795
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$124
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$164
Administrative expenses (other) incurred	2018-12-31	$33,029
Total non interest bearing cash at end of year	2018-12-31	$24,986
Total non interest bearing cash at beginning of year	2018-12-31	$27,837
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	$-4,692,278
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$62,216,465
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$66,908,743
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
Investment advisory and management fees	2018-12-31	$94,658
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$56,026,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$61,281,600
Interest on participant loans	2018-12-31	$46,589
Value of interest in common/collective trusts at end of year	2018-12-31	$4,939,101
Value of interest in common/collective trusts at beginning of year	2018-12-31	$4,428,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$4,021
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$3,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$3,958
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$28
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-4,008,642
Net investment gain or loss from common/collective trusts	2018-12-31	$77,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
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	$1,703,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$6,853,033
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	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	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	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$15,168,798
Total of all expenses incurred	2017-12-31	$8,434,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$8,394,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$5,109,645
Value of total assets at end of year	2017-12-31	$66,908,743
Value of total assets at beginning of year	2017-12-31	$60,174,872
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$40,459
Total interest from all sources	2017-12-31	$42,706
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$880,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$880,818
Administrative expenses professional fees incurred	2017-12-31	$13,028
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,968,223
Participant contributions at end of year	2017-12-31	$1,166,825
Participant contributions at beginning of year	2017-12-31	$1,318,011
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$390,676
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$164
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$309
Administrative expenses (other) incurred	2017-12-31	$27,431
Total non interest bearing cash at end of year	2017-12-31	$27,837
Total non interest bearing cash at beginning of year	2017-12-31	$12,917
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	$6,733,871
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$66,908,743
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$60,174,872
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 registered invesment companies (eg mutual funds) at end of year	2017-12-31	$61,281,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$53,035,979
Interest on participant loans	2017-12-31	$42,706
Value of interest in common/collective trusts at end of year	2017-12-31	$4,428,359
Value of interest in common/collective trusts at beginning of year	2017-12-31	$5,801,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$3,958
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$6,226
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$6,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$9,066,671
Net investment gain or loss from common/collective trusts	2017-12-31	$68,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
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	$1,750,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$8,394,468
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
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	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2017-12-31	410746749
2016 : SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$8,330,795
Total of all expenses incurred	2016-12-31	$3,978,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,940,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$4,911,067
Value of total assets at end of year	2016-12-31	$60,174,872
Value of total assets at beginning of year	2016-12-31	$55,822,264
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$38,125
Total interest from all sources	2016-12-31	$44,815
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$761,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$761,106
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,808,648
Participant contributions at end of year	2016-12-31	$1,318,011
Participant contributions at beginning of year	2016-12-31	$1,321,985
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$520,891
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$309
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$217
Administrative expenses (other) incurred	2016-12-31	$25,125
Total non interest bearing cash at end of year	2016-12-31	$12,917
Total non interest bearing cash at beginning of year	2016-12-31	$22,566
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	$4,352,608
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$60,174,872
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$55,822,264
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
Investment advisory and management fees	2016-12-31	$13,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$53,035,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$48,746,907
Interest on participant loans	2016-12-31	$44,815
Value of interest in common/collective trusts at end of year	2016-12-31	$5,801,430
Value of interest in common/collective trusts at beginning of year	2016-12-31	$5,721,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$6,226
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$9,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$9,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$2,548,299
Net investment gain or loss from common/collective trusts	2016-12-31	$65,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
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	$1,581,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,940,062
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
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	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2016-12-31	410746749
2015 : SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$4,292,243
Total of all expenses incurred	2015-12-31	$2,692,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,664,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$4,555,999
Value of total assets at end of year	2015-12-31	$55,822,264
Value of total assets at beginning of year	2015-12-31	$54,222,966
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$28,364
Total interest from all sources	2015-12-31	$39,304
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$655,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$655,822
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,612,953
Participant contributions at end of year	2015-12-31	$1,321,985
Participant contributions at beginning of year	2015-12-31	$1,096,748
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$156,385
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$217
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$290
Administrative expenses (other) incurred	2015-12-31	$15,305
Total non interest bearing cash at end of year	2015-12-31	$22,566
Total non interest bearing cash at beginning of year	2015-12-31	$24,707
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	$1,599,298
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$55,822,264
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$54,222,966
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
Investment advisory and management fees	2015-12-31	$13,059
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$48,746,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$48,039,109
Interest on participant loans	2015-12-31	$39,245
Interest earned on other investments	2015-12-31	$58
Value of interest in common/collective trusts at end of year	2015-12-31	$5,721,430
Value of interest in common/collective trusts at beginning of year	2015-12-31	$5,038,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$9,159
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$23,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$23,151
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,011,526
Net investment gain or loss from common/collective trusts	2015-12-31	$52,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
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	$1,786,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,664,581
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
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	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2015-12-31	410746749
2014 : SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$7,806,995
Total of all expenses incurred	2014-12-31	$1,717,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,701,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$4,621,843
Value of total assets at end of year	2014-12-31	$54,222,966
Value of total assets at beginning of year	2014-12-31	$48,133,887
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$16,790
Total interest from all sources	2014-12-31	$33,934
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$754,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$754,646
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
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	$2,364,701
Participant contributions at end of year	2014-12-31	$1,096,748
Participant contributions at beginning of year	2014-12-31	$964,035
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$622,537
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$290
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$436
Administrative expenses (other) incurred	2014-12-31	$3,790
Total non interest bearing cash at end of year	2014-12-31	$24,707
Total non interest bearing cash at beginning of year	2014-12-31	$19,331
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	$1
Value of net income/loss	2014-12-31	$6,089,079
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$54,222,966
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$48,133,887
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
Investment advisory and management fees	2014-12-31	$13,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$48,039,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$43,067,299
Interest on participant loans	2014-12-31	$33,934
Value of interest in common/collective trusts at end of year	2014-12-31	$5,038,961
Value of interest in common/collective trusts at beginning of year	2014-12-31	$4,066,652
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$23,151
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$16,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$16,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$2,386,557
Net investment gain or loss from common/collective trusts	2014-12-31	$10,015
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	$1,634,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,701,126
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
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	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2014-12-31	410746749
2013 : SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$11,798,293
Total of all expenses incurred	2013-12-31	$3,288,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$3,284,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,598,415
Value of total assets at end of year	2013-12-31	$48,133,887
Value of total assets at beginning of year	2013-12-31	$39,623,948
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$3,525
Total interest from all sources	2013-12-31	$33,852
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$519,729
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	$519,729
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
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	$2,137,159
Participant contributions at end of year	2013-12-31	$964,035
Participant contributions at beginning of year	2013-12-31	$987,498
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$126,404
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$436
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$227
Administrative expenses (other) incurred	2013-12-31	$3,525
Total non interest bearing cash at end of year	2013-12-31	$19,331
Total non interest bearing cash at beginning of year	2013-12-31	$6,618
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	$8,509,939
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$48,133,887
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$39,623,948
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	$43,067,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$35,040,033
Interest on participant loans	2013-12-31	$33,848
Value of interest in common/collective trusts at end of year	2013-12-31	$4,066,652
Value of interest in common/collective trusts at beginning of year	2013-12-31	$3,568,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$16,134
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$21,071
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$21,071
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$7,620,500
Net investment gain or loss from common/collective trusts	2013-12-31	$25,797
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	Yes
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	$1,334,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$3,284,829
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
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	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2013-12-31	410746749
2012 : SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$8,415,479
Total of all expenses incurred	2012-12-31	$2,973,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,965,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$3,759,504
Value of total assets at end of year	2012-12-31	$39,623,948
Value of total assets at beginning of year	2012-12-31	$34,181,818
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$7,683
Total interest from all sources	2012-12-31	$34,793
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$579,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$579,866
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
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	$1,986,113
Participant contributions at end of year	2012-12-31	$987,498
Participant contributions at beginning of year	2012-12-31	$855,066
Participant contributions at beginning of year	2012-12-31	$56,663
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$332,030
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$227
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$1,744
Administrative expenses (other) incurred	2012-12-31	$7,683
Total non interest bearing cash at end of year	2012-12-31	$6,618
Total non interest bearing cash at beginning of year	2012-12-31	$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	2012-12-31	No
Value of net income/loss	2012-12-31	$5,442,130
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$39,623,948
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$34,181,818
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	$35,040,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$32,050,866
Interest on participant loans	2012-12-31	$34,792
Value of interest in common/collective trusts at end of year	2012-12-31	$3,568,501
Value of interest in common/collective trusts at beginning of year	2012-12-31	$1,190,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$21,071
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$2,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$2,825
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$4,015,663
Net investment gain or loss from common/collective trusts	2012-12-31	$25,653
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	$1,441,361
Employer contributions (assets) at beginning of year	2012-12-31	$24,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,965,666
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
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	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2012-12-31	410746749
2011 : SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$2,512,520
Total of all expenses incurred	2011-12-31	$2,197,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,195,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$3,227,388
Value of total assets at end of year	2011-12-31	$34,181,818
Value of total assets at beginning of year	2011-12-31	$33,866,564
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,500
Total interest from all sources	2011-12-31	$34,414
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$376,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$376,852
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
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	$1,834,528
Participant contributions at end of year	2011-12-31	$855,066
Participant contributions at beginning of year	2011-12-31	$915,700
Participant contributions at end of year	2011-12-31	$56,663
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$107,537
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$1,744
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$317
Administrative expenses (other) incurred	2011-12-31	$1,500
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	$315,254
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$34,181,818
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$33,866,564
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	$32,050,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$31,881,939
Interest on participant loans	2011-12-31	$34,413
Value of interest in common/collective trusts at end of year	2011-12-31	$1,190,402
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,055,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$2,825
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$12,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$12,793
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,142,365
Net investment gain or loss from common/collective trusts	2011-12-31	$16,231
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	$1,285,323
Employer contributions (assets) at end of year	2011-12-31	$24,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,195,766
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
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	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2011-12-31	410746749
2010 : SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$6,722,229
Total of all expenses incurred	2010-12-31	$1,534,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,507,755
Expenses. Certain deemed distributions of participant loans	2010-12-31	$25,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,738,210
Value of total assets at end of year	2010-12-31	$33,866,564
Value of total assets at beginning of year	2010-12-31	$28,679,238
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,025
Total interest from all sources	2010-12-31	$40,868
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$435,059
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	$435,059
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,702,818
Participant contributions at end of year	2010-12-31	$915,700
Participant contributions at beginning of year	2010-12-31	$782,099
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$2,424
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$317
Administrative expenses (other) incurred	2010-12-31	$2,025
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	$5,187,326
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$33,866,564
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$28,679,238
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	$31,881,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$25,900,184
Interest on participant loans	2010-12-31	$40,866
Value of interest in common/collective trusts at end of year	2010-12-31	$1,055,815
Value of interest in common/collective trusts at beginning of year	2010-12-31	$1,972,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$12,793
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$24,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$24,387
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$3,478,415
Net investment gain or loss from common/collective trusts	2010-12-31	$29,677
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	$1,032,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,507,755
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
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	CLIFTON GUNDERSON LLP
Accountancy firm EIN	2010-12-31	370802863

Form 5500 Responses for SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN

2022: SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2009: SHIMADZU SCIENTIFIC INSTRUMENTS, INC. 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

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	SHIMADZU SCIENTIFIC INSTRUMENTS
Employer identification number (EIN):	521035956
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services