401k Plan data: VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES plan

VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES 401k Plan overview

Plan Name	VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES
Plan identification number	012

VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

VOITH PAPER FABRIC & ROLL SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name: VOITH PAPER FABRIC & ROLL SYSTEMS, INC.

Employer identification number (EIN): 562074559

NAIC Classification: 314000
NAIC Description: Textile Product Mills

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
012 2019-01-01
012 2018-01-01
012 2017-01-01 CAROL KAUFFMAN
012 2016-01-01 CAROL KAUFFMAN
012 2015-01-01 CAROL KAUFFMAN
012 2014-01-01 LAURA WILSON
012 2013-01-01 LAURA WILSON
012 2012-01-01 LAURA WILSON

Plan Statistics for VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES

401k plan membership statisitcs for VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES

Measure Date Value
2019: VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES 2019 401k membership
Total participants, beginning-of-year 2019-01-01 377
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 309
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 83
Total of all active and inactive participants 2019-01-01 392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 4
Total participants 2019-01-01 396
Number of participants with account balances 2019-01-01 362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 11
2018: VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES 2018 401k membership
Total participants, beginning-of-year 2018-01-01 417
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 251
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 121
Total of all active and inactive participants 2018-01-01 372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 5
Total participants 2018-01-01 377
Number of participants with account balances 2018-01-01 377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 14
2017: VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES 2017 401k membership
Total participants, beginning-of-year 2017-01-01 429
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 317
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 88
Total of all active and inactive participants 2017-01-01 405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 4
Total participants 2017-01-01 409
Number of participants with account balances 2017-01-01 409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 7
2016: VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES 2016 401k membership
Total participants, beginning-of-year 2016-01-01 464
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 333
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 95
Total of all active and inactive participants 2016-01-01 428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 429
Number of participants with account balances 2016-01-01 429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 17
2015: VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES 2015 401k membership
Total participants, beginning-of-year 2015-01-01 471
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 384
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 61
Total of all active and inactive participants 2015-01-01 445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 446
Number of participants with account balances 2015-01-01 446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 16
2014: VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES 2014 401k membership
Total participants, beginning-of-year 2014-01-01 504
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 405
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 48
Total of all active and inactive participants 2014-01-01 453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 454
Number of participants with account balances 2014-01-01 452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 21
2013: VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES 2013 401k membership
Total participants, beginning-of-year 2013-01-01 519
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 434
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 51
Total of all active and inactive participants 2013-01-01 485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 486
Number of participants with account balances 2013-01-01 486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 13
2012: VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES 2012 401k membership
Total participants, beginning-of-year 2012-01-01 469
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 398
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 36
Total of all active and inactive participants 2012-01-01 434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 435
Number of participants with account balances 2012-01-01 435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 5

Measure	Date	Value
2019: VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES 2019 401k membership
Total participants, beginning-of-year	2019-01-01	377
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	309
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	83
Total of all active and inactive participants	2019-01-01	392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	4
Total participants	2019-01-01	396
Number of participants with account balances	2019-01-01	362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	11
2018: VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES 2018 401k membership
Total participants, beginning-of-year	2018-01-01	417
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	251
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	121
Total of all active and inactive participants	2018-01-01	372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	5
Total participants	2018-01-01	377
Number of participants with account balances	2018-01-01	377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	14
2017: VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES 2017 401k membership
Total participants, beginning-of-year	2017-01-01	429
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	317
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	88
Total of all active and inactive participants	2017-01-01	405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	4
Total participants	2017-01-01	409
Number of participants with account balances	2017-01-01	409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	7
2016: VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES 2016 401k membership
Total participants, beginning-of-year	2016-01-01	464
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	333
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	95
Total of all active and inactive participants	2016-01-01	428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	429
Number of participants with account balances	2016-01-01	429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	17
2015: VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES 2015 401k membership
Total participants, beginning-of-year	2015-01-01	471
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	384
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	61
Total of all active and inactive participants	2015-01-01	445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	446
Number of participants with account balances	2015-01-01	446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	16
2014: VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES 2014 401k membership
Total participants, beginning-of-year	2014-01-01	504
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	405
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	48
Total of all active and inactive participants	2014-01-01	453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	454
Number of participants with account balances	2014-01-01	452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	21
2013: VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES 2013 401k membership
Total participants, beginning-of-year	2013-01-01	519
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	434
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	51
Total of all active and inactive participants	2013-01-01	485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	486
Number of participants with account balances	2013-01-01	486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	13
2012: VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES 2012 401k membership
Total participants, beginning-of-year	2012-01-01	469
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	398
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	36
Total of all active and inactive participants	2012-01-01	434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	435
Number of participants with account balances	2012-01-01	435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	5

Financial Data on VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES

Measure	Date	Value
2019 : VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$8,398,151
Total of all expenses incurred	2019-12-31	$4,727,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$4,645,126
Expenses. Certain deemed distributions of participant loans	2019-12-31	$16,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,946,408
Value of total assets at end of year	2019-12-31	$35,990,736
Value of total assets at beginning of year	2019-12-31	$32,320,396
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$65,886
Total interest from all sources	2019-12-31	$158,972
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$554,870
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	$554,870
Administrative expenses professional fees incurred	2019-12-31	$13,700
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	$1,204,618
Participant contributions at end of year	2019-12-31	$572,432
Participant contributions at beginning of year	2019-12-31	$742,302
Participant contributions at end of year	2019-12-31	$31,710
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$84
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$1,682
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$2,918
Administrative expenses (other) incurred	2019-12-31	$44,926
Total non interest bearing cash at end of year	2019-12-31	$2,547
Total non interest bearing cash at beginning of year	2019-12-31	$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	2019-12-31	No
Value of net income/loss	2019-12-31	$3,670,340
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$35,990,736
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$32,320,396
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	$7,260
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$30,719,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$25,903,581
Interest on participant loans	2019-12-31	$32,796
Interest earned on other investments	2019-12-31	$126,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,327
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$18,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$18,216
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$10
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$4,644,059
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$5,653,379
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$5,737,901
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	Yes
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	$741,706
Employer contributions (assets) at end of year	2019-12-31	$17,277
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	$4,645,126
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	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	MCKONLY & ASBURY, LLP
Accountancy firm EIN	2019-12-31	231909723
2018 : VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$1,061,876
Total of all expenses incurred	2018-12-31	$4,867,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,717,359
Expenses. Certain deemed distributions of participant loans	2018-12-31	$90,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,651,976
Value of total assets at end of year	2018-12-31	$32,320,396
Value of total assets at beginning of year	2018-12-31	$36,125,538
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$59,606
Total interest from all sources	2018-12-31	$199,066
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$527,784
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	$527,784
Administrative expenses professional fees incurred	2018-12-31	$13,870
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	Yes
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	$1,378,129
Participant contributions at end of year	2018-12-31	$742,302
Participant contributions at beginning of year	2018-12-31	$1,404,651
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$21,711
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$300,750
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$2,918
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$39,932
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	$27,266,663
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	$-3,805,142
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$32,320,396
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$36,125,538
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	$5,804
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$25,903,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$7,423,817
Interest on participant loans	2018-12-31	$62,377
Interest earned on other investments	2018-12-31	$136,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$18,216
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$296
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$5,653,379
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,316,950
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	Yes
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	$973,097
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$8,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,717,359
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	Yes
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	MCKONLY & ASBURY, LLP
Accountancy firm EIN	2018-12-31	231909723
2017 : VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES 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	$8,084,026
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$5,933,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$5,875,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,658,197
Value of total assets at end of year	2017-12-31	$36,125,538
Value of total assets at beginning of year	2017-12-31	$33,975,118
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$58,355
Total interest from all sources	2017-12-31	$65,677
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$255,655
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	$255,655
Administrative expenses professional fees incurred	2017-12-31	$10,000
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	Yes
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	$1,407,420
Participant contributions at end of year	2017-12-31	$1,404,651
Participant contributions at beginning of year	2017-12-31	$1,818,835
Participant contributions at end of year	2017-12-31	$21,711
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$248,754
Total non interest bearing cash at end of year	2017-12-31	$27,266,663
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	$2,150,420
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$36,125,538
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$33,975,118
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
Investment advisory and management fees	2017-12-31	$12,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$7,423,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$23,375,743
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$6,209,274
Interest on participant loans	2017-12-31	$65,677
Value of interest in common/collective trusts at end of year	2017-12-31	$0
Value of interest in common/collective trusts at beginning of year	2017-12-31	$2,571,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$4,466,337
Net investment gain/loss from pooled separate accounts	2017-12-31	$93,965
Net investment gain or loss from common/collective trusts	2017-12-31	$544,195
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	Yes
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	$1,002,023
Employer contributions (assets) at end of year	2017-12-31	$8,696
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$5,875,251
Contract administrator fees	2017-12-31	$35,855
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	Yes
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	MCKONLY & ASBURY, LLP
Accountancy firm EIN	2017-12-31	231909723
2016 : VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$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	$4,410,948
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$3,486,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,442,305
Expenses. Certain deemed distributions of participant loans	2016-12-31	$10,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,333,774
Value of total assets at end of year	2016-12-31	$33,975,118
Value of total assets at beginning of year	2016-12-31	$33,050,270
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$33,232
Total interest from all sources	2016-12-31	$82,075
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$259,102
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	$259,102
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	$1,263,009
Participant contributions at end of year	2016-12-31	$1,818,835
Participant contributions at beginning of year	2016-12-31	$1,995,454
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$59,050
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	$924,848
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$33,975,118
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$33,050,270
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	$18,750
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$23,375,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$22,024,127
Value of interest in pooled separate accounts at end of year	2016-12-31	$6,209,274
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$6,423,207
Interest on participant loans	2016-12-31	$82,075
Value of interest in common/collective trusts at end of year	2016-12-31	$2,571,266
Value of interest in common/collective trusts at beginning of year	2016-12-31	$2,607,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,353,236
Net investment gain/loss from pooled separate accounts	2016-12-31	$89,635
Net investment gain or loss from common/collective trusts	2016-12-31	$293,126
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	Yes
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	$1,011,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,442,305
Contract administrator fees	2016-12-31	$14,482
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	MCKONLY & ASBURY, LLP
Accountancy firm EIN	2016-12-31	231909723
2015 : VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES 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	$2,399,897
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,096,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,061,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,262,690
Value of total assets at end of year	2015-12-31	$33,050,270
Value of total assets at beginning of year	2015-12-31	$32,746,967
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$35,129
Total interest from all sources	2015-12-31	$85,629
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$229,228
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	$229,228
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	$1,167,797
Participant contributions at end of year	2015-12-31	$1,995,454
Participant contributions at beginning of year	2015-12-31	$2,030,496
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$28,117
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	$303,303
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$33,050,270
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$32,746,967
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	$18,750
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$22,024,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$22,089,920
Value of interest in pooled separate accounts at end of year	2015-12-31	$6,423,207
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$5,765,449
Interest on participant loans	2015-12-31	$85,629
Value of interest in common/collective trusts at end of year	2015-12-31	$2,607,482
Value of interest in common/collective trusts at beginning of year	2015-12-31	$2,861,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-390,799
Net investment gain/loss from pooled separate accounts	2015-12-31	$86,746
Net investment gain or loss from common/collective trusts	2015-12-31	$126,403
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	$1,066,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,061,465
Contract administrator fees	2015-12-31	$16,379
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	MCKONLY & ASBURY, LLP
Accountancy firm EIN	2015-12-31	231909723
2014 : VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$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	$4,048,823
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,313,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,269,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,287,411
Value of total assets at end of year	2014-12-31	$32,746,967
Value of total assets at beginning of year	2014-12-31	$31,011,922
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$44,060
Total interest from all sources	2014-12-31	$75,239
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$250,041
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	$250,041
Administrative expenses professional fees incurred	2014-12-31	$15,075
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	$1,166,842
Participant contributions at end of year	2014-12-31	$2,030,496
Participant contributions at beginning of year	2014-12-31	$1,855,559
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$55,637
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	$1,735,045
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$32,746,967
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$31,011,922
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	$12,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$22,089,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$22,249,800
Value of interest in pooled separate accounts at end of year	2014-12-31	$5,765,449
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$5,416,023
Interest on participant loans	2014-12-31	$75,239
Value of interest in common/collective trusts at end of year	2014-12-31	$2,861,102
Value of interest in common/collective trusts at beginning of year	2014-12-31	$1,490,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,082,292
Net investment gain/loss from pooled separate accounts	2014-12-31	$86,684
Net investment gain or loss from common/collective trusts	2014-12-31	$267,156
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	$1,064,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,269,718
Contract administrator fees	2014-12-31	$16,485
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	PETWAY MILLS & PEARSON
Accountancy firm EIN	2014-12-31	202102404
2013 : VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$2,314,164
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	$7,924,042
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,584,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,562,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,190,937
Value of total assets at end of year	2013-12-31	$31,011,922
Value of total assets at beginning of year	2013-12-31	$23,357,811
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$21,903
Total interest from all sources	2013-12-31	$72,317
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$176,125
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	$176,125
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	$1,078,612
Participant contributions at end of year	2013-12-31	$1,855,559
Participant contributions at beginning of year	2013-12-31	$1,525,667
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$1,143,043
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	$5,339,947
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$31,011,922
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$23,357,811
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	$22,249,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$16,585,854
Value of interest in pooled separate accounts at end of year	2013-12-31	$5,416,023
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$4,059,663
Interest on participant loans	2013-12-31	$72,317
Value of interest in common/collective trusts at end of year	2013-12-31	$1,490,540
Value of interest in common/collective trusts at beginning of year	2013-12-31	$1,186,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$4,341,135
Net investment gain/loss from pooled separate accounts	2013-12-31	$79,546
Net investment gain or loss from common/collective trusts	2013-12-31	$63,982
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	$969,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,562,192
Contract administrator fees	2013-12-31	$21,903
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	PETWAY MILLS & PEARSON
Accountancy firm EIN	2013-12-31	202102404
2012 : VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$17,978
Total transfer of assets from this plan	2012-12-31	$26,984
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	$4,199,265
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,791,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,767,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,046,547
Value of total assets at end of year	2012-12-31	$23,357,811
Value of total assets at beginning of year	2012-12-31	$20,958,728
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$23,466
Total interest from all sources	2012-12-31	$64,445
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$206,318
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	$206,318
Administrative expenses professional fees incurred	2012-12-31	$7,400
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	$1,007,703
Participant contributions at end of year	2012-12-31	$1,525,667
Participant contributions at beginning of year	2012-12-31	$1,381,168
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$8,823
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	$2,408,089
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$23,357,811
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$20,958,728
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
Investment advisory and management fees	2012-12-31	$314
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$16,585,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$14,714,435
Value of interest in pooled separate accounts at end of year	2012-12-31	$4,059,663
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$3,962,461
Interest on participant loans	2012-12-31	$64,445
Value of interest in common/collective trusts at end of year	2012-12-31	$1,186,627
Value of interest in common/collective trusts at beginning of year	2012-12-31	$900,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,784,086
Net investment gain/loss from pooled separate accounts	2012-12-31	$85,579
Net investment gain or loss from common/collective trusts	2012-12-31	$12,290
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	$1,030,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,767,710
Contract administrator fees	2012-12-31	$15,752
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	DOREN MAYHEW
Accountancy firm EIN	2012-12-31	382492570

Form 5500 Responses for VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES

2019: VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

30500

Policy instance

Insurance contract or identification number	30500
Number of Individuals Covered	362
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

30500

Policy instance

Insurance contract or identification number	30500
Number of Individuals Covered	377
Insurance policy start date	2018-01-02
Insurance policy end date	2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

30500

Policy instance

Insurance contract or identification number	30500
Number of Individuals Covered	409
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

30500

Policy instance

Insurance contract or identification number	30500
Number of Individuals Covered	446
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

30500

Policy instance

Insurance contract or identification number	30500
Number of Individuals Covered	452
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

30500

Policy instance

Insurance contract or identification number	30500
Number of Individuals Covered	486
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

30500

Policy instance

Insurance contract or identification number	30500
Number of Individuals Covered	435
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	VOITH PAPER FABRIC & ROLL SYSTEMS, INC.
Employer identification number (EIN):	562074559
NAIC Classification:	314000
NAIC Description:	Textile Product Mills