SUMITOMO ELECTRIC U.S.A. HOLDINGS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SUMITOMO ELECTRIC GROUP 401(K) PLAN
Measure | Date | Value |
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2022 : SUMITOMO ELECTRIC GROUP 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $15,334,129 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-21,935,544 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $12,950,569 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $12,718,406 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $-3,052 |
Value of total corrective distributions | 2022-12-31 | $2,973 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $10,804,441 |
Value of total assets at end of year | 2022-12-31 | $158,104,022 |
Value of total assets at beginning of year | 2022-12-31 | $208,324,264 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $232,242 |
Total interest from all sources | 2022-12-31 | $679,917 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $2,006,781 |
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 | $2,006,781 |
Administrative expenses professional fees incurred | 2022-12-31 | $23,878 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
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 | $7,028,564 |
Participant contributions at end of year | 2022-12-31 | $2,241,949 |
Participant contributions at beginning of year | 2022-12-31 | $2,726,444 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $198,986 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $680,191 |
Other income not declared elsewhere | 2022-12-31 | $2,070 |
Administrative expenses (other) incurred | 2022-12-31 | $2,705 |
Total non interest bearing cash at end of year | 2022-12-31 | $79 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $157 |
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 | $-34,886,113 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $158,104,022 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $208,324,264 |
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 | $48,117 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $123,937,604 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $172,239,613 |
Interest on participant loans | 2022-12-31 | $116,421 |
Interest earned on other investments | 2022-12-31 | $563,496 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $31,924,390 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $32,510,522 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-35,428,753 |
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 | Yes |
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 | $3,095,686 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $648,542 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $12,718,406 |
Contract administrator fees | 2022-12-31 | $157,542 |
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 | BORIS BENIC & ASSOCIATES LLP |
Accountancy firm EIN | 2022-12-31 | 542190047 |
2021 : SUMITOMO ELECTRIC GROUP 401(K) PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $49,370 |
Total income from all sources (including contributions) | 2021-12-31 | $36,729,847 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $15,190,402 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $14,872,371 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $18,517 |
Value of total corrective distributions | 2021-12-31 | $49,370 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $12,921,398 |
Value of total assets at end of year | 2021-12-31 | $208,324,264 |
Value of total assets at beginning of year | 2021-12-31 | $186,834,189 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $250,144 |
Total interest from all sources | 2021-12-31 | $743,936 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,958,384 |
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 | $1,958,384 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
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 | $7,489,424 |
Participant contributions at end of year | 2021-12-31 | $2,726,444 |
Participant contributions at beginning of year | 2021-12-31 | $3,086,106 |
Participant contributions at end of year | 2021-12-31 | $198,986 |
Participant contributions at beginning of year | 2021-12-31 | $132,300 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,911,377 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $49,370 |
Other income not declared elsewhere | 2021-12-31 | $156 |
Administrative expenses (other) incurred | 2021-12-31 | $250,144 |
Total non interest bearing cash at end of year | 2021-12-31 | $157 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $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 | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $21,539,445 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $208,324,264 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $186,784,819 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $172,239,613 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $150,595,964 |
Interest on participant loans | 2021-12-31 | $161,305 |
Interest earned on other investments | 2021-12-31 | $582,631 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $32,510,522 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $32,425,864 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $21,105,973 |
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 | Yes |
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 | $3,520,597 |
Employer contributions (assets) at end of year | 2021-12-31 | $648,542 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $593,955 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $14,872,371 |
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 | Unqualified |
Accountancy firm name | 2021-12-31 | BORIS BENIC & ASSOCIATES LLP |
Accountancy firm EIN | 2021-12-31 | 542190047 |
2020 : SUMITOMO ELECTRIC GROUP 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $49,370 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $22,895 |
Total income from all sources (including contributions) | 2020-12-31 | $38,021,330 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $15,180,299 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $14,858,512 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $12,011 |
Value of total corrective distributions | 2020-12-31 | $26,666 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $11,486,953 |
Value of total assets at end of year | 2020-12-31 | $186,834,189 |
Value of total assets at beginning of year | 2020-12-31 | $163,966,683 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $283,110 |
Total interest from all sources | 2020-12-31 | $814,745 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,575,768 |
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 | $1,575,768 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
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 | $6,386,231 |
Participant contributions at end of year | 2020-12-31 | $3,086,106 |
Participant contributions at beginning of year | 2020-12-31 | $3,250,206 |
Participant contributions at end of year | 2020-12-31 | $132,300 |
Participant contributions at beginning of year | 2020-12-31 | $226,685 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,801,232 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $49,370 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $22,895 |
Other income not declared elsewhere | 2020-12-31 | $1,449 |
Administrative expenses (other) incurred | 2020-12-31 | $283,110 |
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 | $22,841,031 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $186,784,819 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $163,943,788 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $150,595,964 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $132,916,716 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $0 |
Interest on participant loans | 2020-12-31 | $176,112 |
Interest earned on other investments | 2020-12-31 | $638,633 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $32,425,864 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $26,869,566 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $24,142,415 |
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 | $3,299,490 |
Employer contributions (assets) at end of year | 2020-12-31 | $593,955 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $703,510 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $14,858,512 |
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 | BORIS BENIC & ASSOCIATES LLP |
Accountancy firm EIN | 2020-12-31 | 542190047 |
2019 : SUMITOMO ELECTRIC GROUP 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $22,895 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $41,660,914 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $11,837,997 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $11,457,968 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $-2,061 |
Value of total corrective distributions | 2019-12-31 | $47,603 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $11,850,086 |
Value of total assets at end of year | 2019-12-31 | $163,966,683 |
Value of total assets at beginning of year | 2019-12-31 | $134,120,871 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $334,487 |
Total interest from all sources | 2019-12-31 | $739,387 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,937,364 |
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 | $1,937,364 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
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 | $6,661,363 |
Participant contributions at end of year | 2019-12-31 | $3,250,206 |
Participant contributions at beginning of year | 2019-12-31 | $3,198,735 |
Participant contributions at end of year | 2019-12-31 | $226,685 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $984,794 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $22,895 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $67,010 |
Administrative expenses (other) incurred | 2019-12-31 | $334,487 |
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 | $29,822,917 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $163,943,788 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $134,120,871 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $132,916,716 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $87,442,618 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $20,502,515 |
Interest on participant loans | 2019-12-31 | $169,762 |
Interest earned on other investments | 2019-12-31 | $569,625 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $26,869,566 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $22,977,003 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $21,584,903 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $5,482,164 |
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 | $4,203,929 |
Employer contributions (assets) at end of year | 2019-12-31 | $703,510 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $11,457,968 |
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 | BORIS BENIC & ASSOCIATES LLP |
Accountancy firm EIN | 2019-12-31 | 542190047 |
2018 : SUMITOMO ELECTRIC GROUP 401(K) PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $3,862,707 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $9,934,378 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $9,477,932 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $-1,286 |
Value of total corrective distributions | 2018-12-31 | $89,241 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $10,542,879 |
Value of total assets at end of year | 2018-12-31 | $134,120,871 |
Value of total assets at beginning of year | 2018-12-31 | $140,192,542 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $368,491 |
Total interest from all sources | 2018-12-31 | $643,763 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,776,295 |
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 | $1,776,295 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
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 | $6,222,379 |
Participant contributions at end of year | 2018-12-31 | $3,198,735 |
Participant contributions at beginning of year | 2018-12-31 | $3,358,750 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $533,181 |
Other income not declared elsewhere | 2018-12-31 | $88,257 |
Administrative expenses (other) incurred | 2018-12-31 | $368,491 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $523 |
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 | $-6,071,671 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $134,120,871 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $140,192,542 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $87,442,618 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $94,718,566 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $20,502,515 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $21,410,028 |
Interest on participant loans | 2018-12-31 | $158,974 |
Interest earned on other investments | 2018-12-31 | $484,789 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $22,977,003 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $20,704,675 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-8,967,448 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-221,039 |
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 | $3,787,319 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $9,477,932 |
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 | PAGLIUCO OPALACZ & ASSOCIATES, P.C. |
Accountancy firm EIN | 2018-12-31 | 753079509 |
2017 : SUMITOMO ELECTRIC GROUP 401(K) PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $29,520,665 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $7,633,954 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $7,103,789 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $-5,919 |
Value of total corrective distributions | 2017-12-31 | $71,728 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $9,628,007 |
Value of total assets at end of year | 2017-12-31 | $140,192,542 |
Value of total assets at beginning of year | 2017-12-31 | $118,305,831 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $464,356 |
Total interest from all sources | 2017-12-31 | $611,865 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,438,001 |
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 | $1,438,001 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
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 | $5,769,576 |
Participant contributions at end of year | 2017-12-31 | $3,358,750 |
Participant contributions at beginning of year | 2017-12-31 | $3,411,519 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $240,522 |
Other income not declared elsewhere | 2017-12-31 | $156,412 |
Administrative expenses (other) incurred | 2017-12-31 | $464,356 |
Total non interest bearing cash at end of year | 2017-12-31 | $523 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $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 | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $21,886,711 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $140,192,542 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $118,305,831 |
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 | $94,718,566 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $77,900,297 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $21,410,028 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $16,702,524 |
Interest on participant loans | 2017-12-31 | $149,032 |
Interest earned on other investments | 2017-12-31 | $462,833 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $20,704,675 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $20,291,491 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $12,514,854 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $5,171,526 |
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 | $3,617,909 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $7,103,789 |
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 | PAGLIUCO OPALACZ & ASSOCIATES, P.C. |
Accountancy firm EIN | 2017-12-31 | 753079509 |
2016 : SUMITOMO ELECTRIC GROUP 401(K) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $76,480 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $16,884,746 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $11,135,535 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $10,587,615 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $7,614 |
Value of total corrective distributions | 2016-12-31 | $81,724 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $8,684,106 |
Value of total assets at end of year | 2016-12-31 | $118,305,831 |
Value of total assets at beginning of year | 2016-12-31 | $112,633,100 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $458,582 |
Total interest from all sources | 2016-12-31 | $641,937 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,398,172 |
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 | $1,398,172 |
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 | $5,299,097 |
Participant contributions at end of year | 2016-12-31 | $3,411,519 |
Participant contributions at beginning of year | 2016-12-31 | $4,223,269 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $63,594 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $551,423 |
Other income not declared elsewhere | 2016-12-31 | $144,252 |
Administrative expenses (other) incurred | 2016-12-31 | $458,582 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $47 |
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 | $5,749,211 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $118,305,831 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $112,633,100 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $77,900,297 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $68,270,404 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $16,702,524 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $16,941,045 |
Interest on participant loans | 2016-12-31 | $157,377 |
Interest earned on other investments | 2016-12-31 | $484,560 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $20,291,491 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $22,183,894 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $5,265,661 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $750,618 |
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 | $2,833,586 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $950,847 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $10,587,615 |
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 | PAGLIUCO OPALACZ & ASSOCIATES, P.C. |
Accountancy firm EIN | 2016-12-31 | 753079509 |
2015 : SUMITOMO ELECTRIC GROUP 401(K) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $10,255,171 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $9,026,881 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $8,494,317 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $-11,491 |
Value of total corrective distributions | 2015-12-31 | $133,710 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $8,320,615 |
Value of total assets at end of year | 2015-12-31 | $112,633,100 |
Value of total assets at beginning of year | 2015-12-31 | $111,404,810 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $410,345 |
Total interest from all sources | 2015-12-31 | $715,995 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,264,541 |
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 | $1,264,541 |
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 | $4,978,302 |
Participant contributions at end of year | 2015-12-31 | $4,223,269 |
Participant contributions at beginning of year | 2015-12-31 | $4,152,624 |
Participant contributions at end of year | 2015-12-31 | $63,594 |
Participant contributions at beginning of year | 2015-12-31 | $76,140 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $274,700 |
Other income not declared elsewhere | 2015-12-31 | $100,081 |
Administrative expenses (other) incurred | 2015-12-31 | $410,345 |
Total non interest bearing cash at end of year | 2015-12-31 | $47 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $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 | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,228,290 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $112,633,100 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $111,404,810 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $68,270,404 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $68,368,942 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $16,941,045 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $16,432,404 |
Interest on participant loans | 2015-12-31 | $181,704 |
Interest earned on other investments | 2015-12-31 | $534,291 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $22,183,894 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $20,767,487 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-973,723 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $827,662 |
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 | Yes |
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 | $3,067,613 |
Employer contributions (assets) at end of year | 2015-12-31 | $950,847 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $1,607,213 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $8,494,317 |
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 | LEO J. KRUPP & COMPANY LLC |
Accountancy firm EIN | 2015-12-31 | 474039697 |
2014 : SUMITOMO ELECTRIC GROUP 401(K) PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $44,622 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $16,319,723 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $8,014,248 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $7,793,916 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $6,518 |
Value of total corrective distributions | 2014-12-31 | $112,070 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $9,496,833 |
Value of total assets at end of year | 2014-12-31 | $111,404,810 |
Value of total assets at beginning of year | 2014-12-31 | $103,143,957 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $101,744 |
Total interest from all sources | 2014-12-31 | $682,193 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $999,783 |
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 | $999,783 |
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 | $4,661,218 |
Participant contributions at end of year | 2014-12-31 | $4,152,624 |
Participant contributions at beginning of year | 2014-12-31 | $3,998,096 |
Participant contributions at end of year | 2014-12-31 | $76,140 |
Participant contributions at beginning of year | 2014-12-31 | $64,409 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $1,372,664 |
Other income not declared elsewhere | 2014-12-31 | $76,763 |
Administrative expenses (other) incurred | 2014-12-31 | $101,744 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $35 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $8,305,475 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $111,404,810 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $103,143,957 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $68,368,942 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $62,998,338 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $16,432,404 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $14,743,499 |
Interest on participant loans | 2014-12-31 | $176,308 |
Interest earned on other investments | 2014-12-31 | $505,885 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $20,767,487 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $19,537,769 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $3,385,951 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $1,678,200 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $3,462,951 |
Employer contributions (assets) at end of year | 2014-12-31 | $1,607,213 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $1,801,811 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $7,793,916 |
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 | LEO J. KRUPP & COMPANY LLP |
Accountancy firm EIN | 2014-12-31 | 362657681 |
2013 : SUMITOMO ELECTRIC GROUP 401(K) PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets from this plan | 2013-12-31 | $46,324,932 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $25,780,809 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $7,506,083 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $7,258,294 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $13,581 |
Value of total corrective distributions | 2013-12-31 | $134,267 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $8,315,150 |
Value of total assets at end of year | 2013-12-31 | $103,143,957 |
Value of total assets at beginning of year | 2013-12-31 | $131,194,163 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $99,941 |
Total interest from all sources | 2013-12-31 | $637,262 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $645,823 |
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 | $645,823 |
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 | $4,623,607 |
Participant contributions at end of year | 2013-12-31 | $3,998,096 |
Participant contributions at beginning of year | 2013-12-31 | $7,400,486 |
Participant contributions at end of year | 2013-12-31 | $64,409 |
Participant contributions at beginning of year | 2013-12-31 | $53,962 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $247,350 |
Other income not declared elsewhere | 2013-12-31 | $-52,460 |
Administrative expenses (other) incurred | 2013-12-31 | $99,941 |
Total non interest bearing cash at end of year | 2013-12-31 | $35 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $150 |
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 | $18,274,726 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $103,143,957 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $131,194,163 |
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 | $62,998,338 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $81,431,474 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $14,743,499 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $16,687,382 |
Interest on participant loans | 2013-12-31 | $170,550 |
Interest earned on other investments | 2013-12-31 | $466,712 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $19,537,769 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $23,858,739 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $12,645,683 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $3,589,351 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $3,444,193 |
Employer contributions (assets) at end of year | 2013-12-31 | $1,801,811 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $1,761,970 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $7,258,294 |
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 | LEO J. KRUPP & COMPANY LLP |
Accountancy firm EIN | 2013-12-31 | 362657681 |
2012 : SUMITOMO ELECTRIC GROUP 401(K) PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $24,507,702 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $7,785,336 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $7,634,693 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $257 |
Value of total corrective distributions | 2012-12-31 | $13,049 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $11,952,142 |
Value of total assets at end of year | 2012-12-31 | $131,194,163 |
Value of total assets at beginning of year | 2012-12-31 | $114,471,797 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $137,337 |
Total interest from all sources | 2012-12-31 | $971,852 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,033,540 |
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 | $1,033,540 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $6,086,759 |
Participant contributions at end of year | 2012-12-31 | $7,400,486 |
Participant contributions at beginning of year | 2012-12-31 | $7,081,830 |
Participant contributions at end of year | 2012-12-31 | $53,962 |
Participant contributions at beginning of year | 2012-12-31 | $50,177 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $1,227,480 |
Other income not declared elsewhere | 2012-12-31 | $108,914 |
Administrative expenses (other) incurred | 2012-12-31 | $137,337 |
Total non interest bearing cash at end of year | 2012-12-31 | $150 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $761 |
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 | $16,722,366 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $131,194,163 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $114,471,797 |
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 | $81,431,474 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $84,274,279 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $16,687,382 |
Interest on participant loans | 2012-12-31 | $313,005 |
Interest earned on other investments | 2012-12-31 | $658,847 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $23,858,739 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $21,478,083 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $10,029,253 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $412,001 |
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 | $4,637,903 |
Employer contributions (assets) at end of year | 2012-12-31 | $1,761,970 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $1,586,667 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $7,634,693 |
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 | LEO J. KRUPP & COMPANY LLP |
Accountancy firm EIN | 2012-12-31 | 362657681 |