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VOITH SALARIED RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameVOITH SALARIED RETIREMENT SAVINGS PLAN
Plan identification number 013

VOITH SALARIED RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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 SALARIED RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0132018-01-01
0132017-01-01CAROL KAUFFMAN
0132016-01-01CAROL KAUFFMAN
0132015-01-01CAROL KAUFFMAN
0132014-01-01LAURA WILSON
0132013-01-01LAURA WILSON
0132012-01-01LAURA WILSON

Plan Statistics for VOITH SALARIED RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for VOITH SALARIED RETIREMENT SAVINGS PLAN

Measure Date Value
2018: VOITH SALARIED RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01753
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: VOITH SALARIED RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01720
Total number of active participants reported on line 7a of the Form 55002017-01-01575
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01178
Total of all active and inactive participants2017-01-01753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01753
Number of participants with account balances2017-01-01750
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0119
2016: VOITH SALARIED RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01756
Total number of active participants reported on line 7a of the Form 55002016-01-01505
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01215
Total of all active and inactive participants2016-01-01720
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01720
Number of participants with account balances2016-01-01714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0125
2015: VOITH SALARIED RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01758
Total number of active participants reported on line 7a of the Form 55002015-01-01533
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01188
Total of all active and inactive participants2015-01-01721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01721
Number of participants with account balances2015-01-01717
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0120
2014: VOITH SALARIED RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01765
Total number of active participants reported on line 7a of the Form 55002014-01-01535
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01183
Total of all active and inactive participants2014-01-01718
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01718
Number of participants with account balances2014-01-01713
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0121
2013: VOITH SALARIED RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01742
Total number of active participants reported on line 7a of the Form 55002013-01-01551
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01170
Total of all active and inactive participants2013-01-01721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01721
Number of participants with account balances2013-01-01717
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0134
2012: VOITH SALARIED RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01714
Total number of active participants reported on line 7a of the Form 55002012-01-01560
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01148
Total of all active and inactive participants2012-01-01708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01709
Number of participants with account balances2012-01-01704
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0118

Financial Data on VOITH SALARIED RETIREMENT SAVINGS PLAN

Measure Date Value
2018 : VOITH SALARIED RETIREMENT SAVINGS PLAN 2018 401k financial data
Total transfer of assets from this plan2018-12-13$128,068,914
Total income from all sources (including contributions)2018-12-13$39
Value of total assets at end of year2018-12-13$0
Value of total assets at beginning of year2018-12-13$128,068,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-13Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-13$0
Was this plan covered by a fidelity bond2018-12-13Yes
Value of fidelity bond cover2018-12-13$500,000
If this is an individual account plan, was there a blackout period2018-12-13No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-13$0
Were there any nonexempt tranactions with any party-in-interest2018-12-13No
Participant contributions at end of year2018-12-13$0
Participant contributions at beginning of year2018-12-13$1,225,778
Participant contributions at end of year2018-12-13$0
Participant contributions at beginning of year2018-12-13$56,536
Total non interest bearing cash at end of year2018-12-13$0
Total non interest bearing cash at beginning of year2018-12-13$114,498,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-13No
Value of net income/loss2018-12-13$39
Value of net assets at end of year (total assets less liabilities)2018-12-13$0
Value of net assets at beginning of year (total assets less liabilities)2018-12-13$128,068,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-13No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-13No
Were any leases to which the plan was party in default or uncollectible2018-12-13No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-13$11,919,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-13$39
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-13No
Was there a failure to transmit to the plan any participant contributions2018-12-13Yes
Has the plan failed to provide any benefit when due under the plan2018-12-13No
Employer contributions (assets) at end of year2018-12-13$0
Employer contributions (assets) at beginning of year2018-12-13$368,371
Did the plan have assets held for investment2018-12-13No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-13No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-13Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-13No
Opinion of an independent qualified public accountant for this plan2018-12-13Unqualified
Accountancy firm name2018-12-13MCKONLY & ASBURY, LLP
Accountancy firm EIN2018-12-13231909723
2017 : VOITH SALARIED RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$136,996
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$26,337,629
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$16,226,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$16,118,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,594,220
Value of total assets at end of year2017-12-31$128,068,875
Value of total assets at beginning of year2017-12-31$117,820,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$107,858
Total interest from all sources2017-12-31$61,120
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,018,002
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,018,002
Administrative expenses professional fees incurred2017-12-31$12,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,146,424
Participant contributions at end of year2017-12-31$1,225,778
Participant contributions at beginning of year2017-12-31$1,516,152
Participant contributions at end of year2017-12-31$56,536
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$249,463
Total non interest bearing cash at end of year2017-12-31$114,498,516
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$10,111,050
Value of net assets at end of year (total assets less liabilities)2017-12-31$128,068,875
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$117,820,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$12,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,919,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$79,408,342
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$21,617,305
Interest on participant loans2017-12-31$61,120
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$15,279,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$13,140,300
Net investment gain/loss from pooled separate accounts2017-12-31$322,458
Net investment gain or loss from common/collective trusts2017-12-31$3,201,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,198,333
Employer contributions (assets) at end of year2017-12-31$368,371
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$16,118,721
Contract administrator fees2017-12-31$83,358
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MCKONLY & ASBURY, LLP
Accountancy firm EIN2017-12-31231909723
2016 : VOITH SALARIED RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$311,965
Total transfer of assets from this plan2016-12-31$108,012
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$15,129,432
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$12,283,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$12,207,298
Value of total corrective distributions2016-12-31$145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,589,099
Value of total assets at end of year2016-12-31$117,820,829
Value of total assets at beginning of year2016-12-31$114,770,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$75,661
Total interest from all sources2016-12-31$61,411
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$983,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$983,679
Administrative expenses professional fees incurred2016-12-31$12,500
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,506,094
Participant contributions at end of year2016-12-31$1,516,152
Participant contributions at beginning of year2016-12-31$1,518,462
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$362,615
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,846,328
Value of net assets at end of year (total assets less liabilities)2016-12-31$117,820,829
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$114,770,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$53,115
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$79,408,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$78,667,067
Value of interest in pooled separate accounts at end of year2016-12-31$21,617,305
Value of interest in pooled separate accounts at beginning of year2016-12-31$20,618,659
Interest on participant loans2016-12-31$61,411
Value of interest in common/collective trusts at end of year2016-12-31$15,279,030
Value of interest in common/collective trusts at beginning of year2016-12-31$13,966,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,512,849
Net investment gain/loss from pooled separate accounts2016-12-31$305,936
Net investment gain or loss from common/collective trusts2016-12-31$1,676,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,720,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$12,207,298
Contract administrator fees2016-12-31$10,046
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MCKONLY & ASBURY, LLP
Accountancy firm EIN2016-12-31231909723
2015 : VOITH SALARIED RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$165,672
Total transfer of assets from this plan2015-12-31$125,344
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$8,548,586
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$14,173,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$14,088,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,487,951
Value of total assets at end of year2015-12-31$114,770,548
Value of total assets at beginning of year2015-12-31$120,355,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$85,592
Total interest from all sources2015-12-31$65,622
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$948,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$948,112
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,380,386
Participant contributions at end of year2015-12-31$1,518,462
Participant contributions at beginning of year2015-12-31$1,447,436
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,343,557
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,625,179
Value of net assets at end of year (total assets less liabilities)2015-12-31$114,770,548
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$120,355,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$18,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$78,667,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$83,741,796
Value of interest in pooled separate accounts at end of year2015-12-31$20,618,659
Value of interest in pooled separate accounts at beginning of year2015-12-31$21,698,768
Interest on participant loans2015-12-31$65,622
Value of interest in common/collective trusts at end of year2015-12-31$13,966,360
Value of interest in common/collective trusts at beginning of year2015-12-31$13,467,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,678,188
Net investment gain/loss from pooled separate accounts2015-12-31$308,015
Net investment gain or loss from common/collective trusts2015-12-31$417,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,764,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$14,088,173
Contract administrator fees2015-12-31$66,842
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MCKONLY & ASBURY, LLP
Accountancy firm EIN2015-12-31231909723
2014 : VOITH SALARIED RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$271,198
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$13,682,513
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$11,113,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$11,009,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,553,754
Value of total assets at end of year2014-12-31$120,355,399
Value of total assets at beginning of year2014-12-31$117,515,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$104,386
Total interest from all sources2014-12-31$64,167
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,232,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,232,981
Administrative expenses professional fees incurred2014-12-31$39,363
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,345,349
Participant contributions at end of year2014-12-31$1,447,436
Participant contributions at beginning of year2014-12-31$1,479,477
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$457,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,568,888
Value of net assets at end of year (total assets less liabilities)2014-12-31$120,355,399
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$117,515,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$83,741,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$85,496,890
Value of interest in pooled separate accounts at end of year2014-12-31$21,698,768
Value of interest in pooled separate accounts at beginning of year2014-12-31$21,881,772
Interest on participant loans2014-12-31$64,167
Value of interest in common/collective trusts at end of year2014-12-31$13,467,399
Value of interest in common/collective trusts at beginning of year2014-12-31$8,657,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,967,737
Net investment gain/loss from pooled separate accounts2014-12-31$336,908
Net investment gain or loss from common/collective trusts2014-12-31$526,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,750,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$11,009,239
Contract administrator fees2014-12-31$65,023
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PETWAY MILLS & PEARSON, PA
Accountancy firm EIN2014-12-31202102404
2013 : VOITH SALARIED RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$294,619
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$25,872,398
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$8,851,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,747,649
Expenses. Certain deemed distributions of participant loans2013-12-31$14,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,293,378
Value of total assets at end of year2013-12-31$117,515,313
Value of total assets at beginning of year2013-12-31$100,200,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$90,207
Total interest from all sources2013-12-31$62,737
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$852,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$852,681
Administrative expenses professional fees incurred2013-12-31$75,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,289,454
Participant contributions at end of year2013-12-31$1,479,477
Participant contributions at beginning of year2013-12-31$1,572,870
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,305,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$17,020,506
Value of net assets at end of year (total assets less liabilities)2013-12-31$117,515,313
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$100,200,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$85,496,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$74,526,710
Value of interest in pooled separate accounts at end of year2013-12-31$21,881,772
Value of interest in pooled separate accounts at beginning of year2013-12-31$19,273,006
Interest on participant loans2013-12-31$62,737
Value of interest in common/collective trusts at end of year2013-12-31$8,657,174
Value of interest in common/collective trusts at beginning of year2013-12-31$4,827,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$16,115,725
Net investment gain/loss from pooled separate accounts2013-12-31$335,995
Net investment gain or loss from common/collective trusts2013-12-31$211,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,698,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,747,649
Contract administrator fees2013-12-31$15,207
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PETWAY MILLS & PEARSON, PA
Accountancy firm EIN2013-12-31202102404
2012 : VOITH SALARIED RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$572,095
Total transfer of assets from this plan2012-12-31$269,172
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$16,196,365
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$8,163,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,028,641
Expenses. Certain deemed distributions of participant loans2012-12-31$137
Value of total corrective distributions2012-12-31$1,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,923,206
Value of total assets at end of year2012-12-31$100,200,188
Value of total assets at beginning of year2012-12-31$91,864,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$134,089
Total interest from all sources2012-12-31$81,313
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,249,352
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,249,352
Administrative expenses professional fees incurred2012-12-31$89,700
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,053,968
Participant contributions at end of year2012-12-31$1,572,870
Participant contributions at beginning of year2012-12-31$1,753,945
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$424,739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$8,032,489
Value of net assets at end of year (total assets less liabilities)2012-12-31$100,200,188
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$91,864,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$884
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$74,526,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$65,724,996
Value of interest in pooled separate accounts at end of year2012-12-31$19,273,006
Value of interest in pooled separate accounts at beginning of year2012-12-31$19,791,260
Interest on participant loans2012-12-31$81,313
Value of interest in common/collective trusts at end of year2012-12-31$4,827,602
Value of interest in common/collective trusts at beginning of year2012-12-31$4,594,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,774,296
Net investment gain/loss from pooled separate accounts2012-12-31$426,098
Net investment gain or loss from common/collective trusts2012-12-31$742,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,444,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,028,641
Contract administrator fees2012-12-31$43,505
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PETWAY MILLS & PEARSON, PA
Accountancy firm EIN2012-12-31202102404

Form 5500 Responses for VOITH SALARIED RETIREMENT SAVINGS PLAN

2018: VOITH SALARIED RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: VOITH SALARIED RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: VOITH SALARIED RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: VOITH SALARIED RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: VOITH SALARIED RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: VOITH SALARIED RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: VOITH SALARIED RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered750
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered717
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered713
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered717
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered704
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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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