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Plan Name | KOYO CORPORATION OF U.S.A. SAVINGS PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | JTEKT NORTH AMERICA CORPORATION |
Employer identification number (EIN): | 570570962 |
NAIC Classification: | 336300 |
Additional information about JTEKT NORTH AMERICA CORPORATION
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1982-02-02 |
Company Identification Number: | 0005365506 |
Legal Registered Office Address: |
7 RESEARCH DR STE A GREENVILLE United States of America (USA) 29607 |
More information about JTEKT NORTH AMERICA CORPORATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2013-01-01 | SUSAN J MAHONY | SUSAN J MAHONY | 2014-09-18 | |
002 | 2012-01-01 | SUSAN J MAHONY | SUSAN J MAHONY | 2013-07-25 | |
002 | 2011-01-01 | SUSAN J. MAHONY | SUSAN J. MAHONY | 2012-09-27 | |
002 | 2010-01-01 | SUSAN J MAHONY | SUSAN J MAHONY | 2011-09-30 | |
002 | 2009-01-01 | SUSAN J MAHONY | PAUL M BEARGIE | 2010-10-22 | |
002 | 2009-01-01 | SUSAN J MAHONY | PAUL M BEARGIE | 2010-10-11 |
Measure | Date | Value |
---|---|---|
2013: KOYO CORPORATION OF U.S.A. SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 1,088 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 0 |
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 | 0 |
Total of all active and inactive participants | 2013-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 0 |
Number of participants with account balances | 2013-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 70 |
2012: KOYO CORPORATION OF U.S.A. SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 998 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1,048 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 38 |
Total of all active and inactive participants | 2012-01-01 | 1,088 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 1,088 |
Number of participants with account balances | 2012-01-01 | 891 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 76 |
2011: KOYO CORPORATION OF U.S.A. SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 941 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 966 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 30 |
Total of all active and inactive participants | 2011-01-01 | 998 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 998 |
Number of participants with account balances | 2011-01-01 | 781 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 75 |
2010: KOYO CORPORATION OF U.S.A. SAVINGS PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 928 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 912 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 28 |
Total of all active and inactive participants | 2010-01-01 | 941 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 941 |
Number of participants with account balances | 2010-01-01 | 695 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 69 |
2009: KOYO CORPORATION OF U.S.A. SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 987 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 927 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 928 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 928 |
Number of participants with account balances | 2009-01-01 | 618 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 8 |
Measure | Date | Value |
---|---|---|
2013 : KOYO CORPORATION OF U.S.A. SAVINGS PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets from this plan | 2013-12-31 | $40,359,368 |
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 | $10,572,385 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,347,475 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,302,697 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $-58 |
Value of total corrective distributions | 2013-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $4,390,891 |
Value of total assets at end of year | 2013-12-31 | $0 |
Value of total assets at beginning of year | 2013-12-31 | $32,134,458 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $44,836 |
Total interest from all sources | 2013-12-31 | $271,250 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,599,419 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2013-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,599,419 |
Administrative expenses professional fees incurred | 2013-12-31 | $0 |
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 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $2,688,320 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $1,320,432 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $368,008 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $0 |
Other income not declared elsewhere | 2013-12-31 | $141,139 |
Administrative expenses (other) incurred | 2013-12-31 | $125 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $8,224,910 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $32,134,458 |
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 |
Investment advisory and management fees | 2013-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $22,335,401 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $0 |
Interest on participant loans | 2013-12-31 | $59,712 |
Interest earned on other investments | 2013-12-31 | $211,538 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $8,478,625 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $4,169,686 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | Yes |
Assets. Invements in employer securities at end of year | 2013-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $0 |
Contributions received in cash from employer | 2013-12-31 | $1,334,563 |
Income. Dividends from common stock | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,302,697 |
Contract administrator fees | 2013-12-31 | $44,711 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | Yes |
Did the plan have assets held for investment | 2013-12-31 | No |
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 | Yes |
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 | BAUKNIGHT, PIETRAS & STORMER |
Accountancy firm EIN | 2013-12-31 | 570940019 |
2012 : KOYO CORPORATION OF U.S.A. SAVINGS PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $6,762,814 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,653,257 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,617,455 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $-2 |
Value of total corrective distributions | 2012-12-31 | $154 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,683,934 |
Value of total assets at end of year | 2012-12-31 | $32,134,458 |
Value of total assets at beginning of year | 2012-12-31 | $27,024,901 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $35,650 |
Total interest from all sources | 2012-12-31 | $286,661 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $735,371 |
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 | $735,371 |
Administrative expenses professional fees incurred | 2012-12-31 | $0 |
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 | $2,356,075 |
Participant contributions at end of year | 2012-12-31 | $1,320,432 |
Participant contributions at beginning of year | 2012-12-31 | $1,205,305 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $505,181 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $0 |
Other income not declared elsewhere | 2012-12-31 | $0 |
Administrative expenses (other) incurred | 2012-12-31 | $125 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $5,109,557 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $32,134,458 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $27,024,901 |
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 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $22,335,401 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $18,028,414 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $0 |
Interest on participant loans | 2012-12-31 | $53,383 |
Interest earned on other investments | 2012-12-31 | $233,278 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $8,478,625 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $7,791,182 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,056,848 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $0 |
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 |
Assets. Invements in employer securities at end of year | 2012-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $0 |
Contributions received in cash from employer | 2012-12-31 | $822,678 |
Income. Dividends from common stock | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,617,455 |
Contract administrator fees | 2012-12-31 | $35,525 |
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 | BAUKNIGHT, PIETRAS & STORMER |
Accountancy firm EIN | 2012-12-31 | 570940019 |
2011 : KOYO CORPORATION OF U.S.A. SAVINGS PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $280,710 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $2,739,570 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,185,995 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,126,124 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $25,682 |
Value of total corrective distributions | 2011-12-31 | $3,507 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,813,243 |
Value of total assets at end of year | 2011-12-31 | $27,024,901 |
Value of total assets at beginning of year | 2011-12-31 | $25,190,616 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $30,682 |
Total interest from all sources | 2011-12-31 | $286,603 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $570,958 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $570,958 |
Administrative expenses professional fees incurred | 2011-12-31 | $0 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $2,105,524 |
Participant contributions at end of year | 2011-12-31 | $1,205,305 |
Participant contributions at beginning of year | 2011-12-31 | $1,159,712 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $2,379 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $0 |
Other income not declared elsewhere | 2011-12-31 | $0 |
Administrative expenses (other) incurred | 2011-12-31 | $250 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,553,575 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $27,024,901 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $25,190,616 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $18,028,414 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $16,964,598 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $0 |
Interest on participant loans | 2011-12-31 | $56,723 |
Interest earned on other investments | 2011-12-31 | $229,880 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $7,791,182 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $7,066,306 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-931,234 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $0 |
Contributions received in cash from employer | 2011-12-31 | $705,340 |
Income. Dividends from common stock | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,126,124 |
Contract administrator fees | 2011-12-31 | $30,432 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BAUKNIGHT, PIETRAS & STORMER |
Accountancy firm EIN | 2011-12-31 | 570940019 |
2010 : KOYO CORPORATION OF U.S.A. SAVINGS PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $5,061,340 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $891,762 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $860,004 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $7,797 |
Value of total corrective distributions | 2010-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,643,169 |
Value of total assets at end of year | 2010-12-31 | $25,190,616 |
Value of total assets at beginning of year | 2010-12-31 | $21,021,038 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $23,961 |
Total interest from all sources | 2010-12-31 | $270,385 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $294,407 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $294,407 |
Administrative expenses professional fees incurred | 2010-12-31 | $0 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,957,718 |
Participant contributions at end of year | 2010-12-31 | $1,159,712 |
Participant contributions at beginning of year | 2010-12-31 | $1,216,769 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $12,111 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $0 |
Other income not declared elsewhere | 2010-12-31 | $0 |
Administrative expenses (other) incurred | 2010-12-31 | $55 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $4,169,578 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $25,190,616 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $21,021,038 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $16,964,598 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $13,111,758 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $541,776 |
Interest on participant loans | 2010-12-31 | $70,416 |
Interest earned on other investments | 2010-12-31 | $199,969 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $7,066,306 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $6,150,735 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,829,895 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $23,484 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $0 |
Contributions received in cash from employer | 2010-12-31 | $673,340 |
Income. Dividends from common stock | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $860,004 |
Contract administrator fees | 2010-12-31 | $23,906 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BAUKNIGHT, PIETRAS & STORMER |
Accountancy firm EIN | 2010-12-31 | 570940019 |
2009 : KOYO CORPORATION OF U.S.A. SAVINGS PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2013: KOYO CORPORATION OF U.S.A. SAVINGS PLAN 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 | Yes |
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 | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: KOYO CORPORATION OF U.S.A. SAVINGS PLAN 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 | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: KOYO CORPORATION OF U.S.A. SAVINGS PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | Yes |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: KOYO CORPORATION OF U.S.A. SAVINGS PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: KOYO CORPORATION OF U.S.A. SAVINGS PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |