?>
Logo

YOKOGAWA USA, INC. WEALTH BUILDER 401k Plan overview

Plan NameYOKOGAWA USA, INC. WEALTH BUILDER
Plan identification number 001

YOKOGAWA USA, INC. WEALTH BUILDER 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.
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

YOKOGAWA USA, INC. has sponsored the creation of one or more 401k plans.

Company Name:YOKOGAWA USA, INC.
Employer identification number (EIN):581874832
NAIC Classification:336100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan YOKOGAWA USA, INC. WEALTH BUILDER

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01WENDY WILLIS
0012017-01-01WENDY WILLIS
0012016-01-01KAREN MURRAY
0012015-01-01KAREN MURRAY
0012014-01-01KAREN MURRAY
0012013-01-01KAREN MURRAY
0012012-01-01VICKIE BRITT WOOD
0012011-01-01VICKIE WOOD
0012010-01-01CRYSTAL L. HAYNES
0012009-01-01CRYSTAL L. HAYNES

Plan Statistics for YOKOGAWA USA, INC. WEALTH BUILDER

401k plan membership statisitcs for YOKOGAWA USA, INC. WEALTH BUILDER

Measure Date Value
2022: YOKOGAWA USA, INC. WEALTH BUILDER 2022 401k membership
Total participants, beginning-of-year2022-01-011,049
Total number of active participants reported on line 7a of the Form 55002022-01-01703
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01385
Total of all active and inactive participants2022-01-011,088
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0111
Total participants2022-01-011,099
Number of participants with account balances2022-01-011,079
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0122
2021: YOKOGAWA USA, INC. WEALTH BUILDER 2021 401k membership
Total participants, beginning-of-year2021-01-01891
Total number of active participants reported on line 7a of the Form 55002021-01-01687
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01352
Total of all active and inactive participants2021-01-011,039
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0110
Total participants2021-01-011,049
Number of participants with account balances2021-01-01994
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0126
2020: YOKOGAWA USA, INC. WEALTH BUILDER 2020 401k membership
Total participants, beginning-of-year2020-01-01891
Total number of active participants reported on line 7a of the Form 55002020-01-01597
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01285
Total of all active and inactive participants2020-01-01882
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-019
Total participants2020-01-01891
Number of participants with account balances2020-01-01874
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: YOKOGAWA USA, INC. WEALTH BUILDER 2019 401k membership
Total participants, beginning-of-year2019-01-01888
Total number of active participants reported on line 7a of the Form 55002019-01-01630
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01254
Total of all active and inactive participants2019-01-01884
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-01891
Number of participants with account balances2019-01-01872
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0118
2018: YOKOGAWA USA, INC. WEALTH BUILDER 2018 401k membership
Total participants, beginning-of-year2018-01-01934
Total number of active participants reported on line 7a of the Form 55002018-01-01624
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01257
Total of all active and inactive participants2018-01-01881
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-01888
Number of participants with account balances2018-01-01871
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
2017: YOKOGAWA USA, INC. WEALTH BUILDER 2017 401k membership
Total participants, beginning-of-year2017-01-01980
Total number of active participants reported on line 7a of the Form 55002017-01-01693
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01236
Total of all active and inactive participants2017-01-01929
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-01934
Number of participants with account balances2017-01-01878
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0127
2016: YOKOGAWA USA, INC. WEALTH BUILDER 2016 401k membership
Total participants, beginning-of-year2016-01-01978
Total number of active participants reported on line 7a of the Form 55002016-01-01728
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01246
Total of all active and inactive participants2016-01-01974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-01980
Number of participants with account balances2016-01-01924
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0131
2015: YOKOGAWA USA, INC. WEALTH BUILDER 2015 401k membership
Total participants, beginning-of-year2015-01-011,068
Total number of active participants reported on line 7a of the Form 55002015-01-01703
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01268
Total of all active and inactive participants2015-01-01971
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-01978
Number of participants with account balances2015-01-01980
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0120
2014: YOKOGAWA USA, INC. WEALTH BUILDER 2014 401k membership
Total participants, beginning-of-year2014-01-011,087
Total number of active participants reported on line 7a of the Form 55002014-01-01849
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01215
Total of all active and inactive participants2014-01-011,064
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-011,068
Number of participants with account balances2014-01-011,013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0150
2013: YOKOGAWA USA, INC. WEALTH BUILDER 2013 401k membership
Total participants, beginning-of-year2013-01-011,034
Total number of active participants reported on line 7a of the Form 55002013-01-01870
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01215
Total of all active and inactive participants2013-01-011,085
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-011,087
Number of participants with account balances2013-01-011,036
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0157
2012: YOKOGAWA USA, INC. WEALTH BUILDER 2012 401k membership
Total participants, beginning-of-year2012-01-01945
Total number of active participants reported on line 7a of the Form 55002012-01-01784
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01247
Total of all active and inactive participants2012-01-011,031
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-011,034
Number of participants with account balances2012-01-01985
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0124
2011: YOKOGAWA USA, INC. WEALTH BUILDER 2011 401k membership
Total participants, beginning-of-year2011-01-01942
Total number of active participants reported on line 7a of the Form 55002011-01-01669
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01276
Total of all active and inactive participants2011-01-01945
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01945
Number of participants with account balances2011-01-01933
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2010: YOKOGAWA USA, INC. WEALTH BUILDER 2010 401k membership
Total participants, beginning-of-year2010-01-011,022
Total number of active participants reported on line 7a of the Form 55002010-01-01662
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01280
Total of all active and inactive participants2010-01-01942
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01942
Number of participants with account balances2010-01-01939
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0120
2009: YOKOGAWA USA, INC. WEALTH BUILDER 2009 401k membership
Total participants, beginning-of-year2009-01-011,125
Total number of active participants reported on line 7a of the Form 55002009-01-01787
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01235
Total of all active and inactive participants2009-01-011,022
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,022
Number of participants with account balances2009-01-011,022
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0132

Financial Data on YOKOGAWA USA, INC. WEALTH BUILDER

Measure Date Value
2022 : YOKOGAWA USA, INC. WEALTH BUILDER 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-17,189,056
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$13,952,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$13,820,907
Value of total corrective distributions2022-12-31$28,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$11,596,522
Value of total assets at end of year2022-12-31$147,772,550
Value of total assets at beginning of year2022-12-31$178,914,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$104,004
Total interest from all sources2022-12-31$75,391
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,015,352
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,015,352
Administrative expenses professional fees incurred2022-12-31$41,290
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,722,616
Participant contributions at end of year2022-12-31$1,761,612
Participant contributions at beginning of year2022-12-31$1,778,018
Participant contributions at end of year2022-12-31$163,332
Participant contributions at beginning of year2022-12-31$35,975
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$332,294
Other income not declared elsewhere2022-12-31$344,805
Administrative expenses (other) incurred2022-12-31$15,839
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-31,142,047
Value of net assets at end of year (total assets less liabilities)2022-12-31$147,772,550
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$178,914,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$46,875
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$58,401,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$91,316,466
Interest on participant loans2022-12-31$75,391
Value of interest in common/collective trusts at end of year2022-12-31$70,198,092
Value of interest in common/collective trusts at beginning of year2022-12-31$70,116,966
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$17,116,357
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$15,627,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-16,261,192
Net investment gain or loss from common/collective trusts2022-12-31$-13,959,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,541,612
Employer contributions (assets) at end of year2022-12-31$132,126
Employer contributions (assets) at beginning of year2022-12-31$39,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$13,820,907
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WEAVER & TIDWELL, LLP
Accountancy firm EIN2022-12-31750786316
2021 : YOKOGAWA USA, INC. WEALTH BUILDER 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$33,157,576
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$30,938,886
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$13,698,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,652,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,366,826
Value of total assets at end of year2021-12-31$178,914,597
Value of total assets at beginning of year2021-12-31$128,516,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$45,220
Total interest from all sources2021-12-31$95,434
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,793,265
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,793,265
Administrative expenses professional fees incurred2021-12-31$14,317
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$6,194,925
Participant contributions at end of year2021-12-31$1,778,018
Participant contributions at beginning of year2021-12-31$1,802,351
Participant contributions at end of year2021-12-31$35,975
Participant contributions at beginning of year2021-12-31$121
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$470,406
Administrative expenses (other) incurred2021-12-31$12,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$17,240,874
Value of net assets at end of year (total assets less liabilities)2021-12-31$178,914,597
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$128,516,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$18,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$91,316,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$66,143,628
Interest on participant loans2021-12-31$95,434
Value of interest in common/collective trusts at end of year2021-12-31$70,116,966
Value of interest in common/collective trusts at beginning of year2021-12-31$42,893,659
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$15,627,791
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$17,620,871
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,210,647
Net investment gain or loss from common/collective trusts2021-12-31$7,472,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,701,495
Employer contributions (assets) at end of year2021-12-31$39,381
Employer contributions (assets) at beginning of year2021-12-31$55,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$13,652,792
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WEAVER & TIDWELL, LLP
Accountancy firm EIN2021-12-31750786316
2020 : YOKOGAWA USA, INC. WEALTH BUILDER 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$23,558,428
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,574,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,456,102
Value of total corrective distributions2020-12-31$24,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,484,307
Value of total assets at end of year2020-12-31$128,516,147
Value of total assets at beginning of year2020-12-31$114,531,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$93,583
Total interest from all sources2020-12-31$98,189
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$963,752
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$963,752
Administrative expenses professional fees incurred2020-12-31$39,300
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,592,504
Participant contributions at end of year2020-12-31$1,802,351
Participant contributions at beginning of year2020-12-31$1,904,947
Participant contributions at end of year2020-12-31$121
Participant contributions at beginning of year2020-12-31$109
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$870,521
Administrative expenses (other) incurred2020-12-31$16,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$13,984,405
Value of net assets at end of year (total assets less liabilities)2020-12-31$128,516,147
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$114,531,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$37,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$66,143,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$65,973,527
Interest on participant loans2020-12-31$98,189
Value of interest in common/collective trusts at end of year2020-12-31$42,893,659
Value of interest in common/collective trusts at beginning of year2020-12-31$36,020,362
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$17,620,871
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$10,632,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,661,138
Net investment gain or loss from common/collective trusts2020-12-31$5,351,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,021,282
Employer contributions (assets) at end of year2020-12-31$55,517
Employer contributions (assets) at beginning of year2020-12-31$137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,456,102
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WEAVER & TIDWELL, LLP
Accountancy firm EIN2020-12-31750786316
2019 : YOKOGAWA USA, INC. WEALTH BUILDER 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$28,424,047
Total income from all sources (including contributions)2019-12-31$28,424,047
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,400,007
Total of all expenses incurred2019-12-31$8,400,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,337,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,337,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,564,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,564,106
Value of total assets at end of year2019-12-31$114,531,742
Value of total assets at end of year2019-12-31$114,531,742
Value of total assets at beginning of year2019-12-31$94,507,702
Value of total assets at beginning of year2019-12-31$94,507,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$62,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$62,402
Total interest from all sources2019-12-31$95,535
Total interest from all sources2019-12-31$95,535
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,864,931
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,864,931
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,864,931
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,864,931
Administrative expenses professional fees incurred2019-12-31$6,825
Administrative expenses professional fees incurred2019-12-31$6,825
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,850,196
Contributions received from participants2019-12-31$4,850,196
Participant contributions at end of year2019-12-31$1,904,947
Participant contributions at end of year2019-12-31$1,904,947
Participant contributions at beginning of year2019-12-31$2,000,689
Participant contributions at beginning of year2019-12-31$2,000,689
Participant contributions at end of year2019-12-31$109
Participant contributions at end of year2019-12-31$109
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$514,479
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$514,479
Administrative expenses (other) incurred2019-12-31$18,077
Administrative expenses (other) incurred2019-12-31$18,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$20,024,040
Value of net income/loss2019-12-31$20,024,040
Value of net assets at end of year (total assets less liabilities)2019-12-31$114,531,742
Value of net assets at end of year (total assets less liabilities)2019-12-31$114,531,742
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$94,507,702
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$94,507,702
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$37,500
Investment advisory and management fees2019-12-31$37,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$65,973,527
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$65,973,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$52,843,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$52,843,131
Interest on participant loans2019-12-31$95,535
Interest on participant loans2019-12-31$95,535
Value of interest in common/collective trusts at end of year2019-12-31$36,020,362
Value of interest in common/collective trusts at end of year2019-12-31$36,020,362
Value of interest in common/collective trusts at beginning of year2019-12-31$39,663,882
Value of interest in common/collective trusts at beginning of year2019-12-31$39,663,882
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,632,660
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,632,660
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,425,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,425,147
Net investment gain or loss from common/collective trusts2019-12-31$6,474,328
Net investment gain or loss from common/collective trusts2019-12-31$6,474,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,199,431
Contributions received in cash from employer2019-12-31$3,199,431
Employer contributions (assets) at end of year2019-12-31$137
Employer contributions (assets) at end of year2019-12-31$137
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,337,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,337,605
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WEAVER & TIDWELL, LLP
Accountancy firm name2019-12-31WEAVER & TIDWELL, LLP
Accountancy firm EIN2019-12-31750786316
Accountancy firm EIN2019-12-31750786316
2018 : YOKOGAWA USA, INC. WEALTH BUILDER 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,568,775
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$10,171,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,109,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,618,993
Value of total assets at end of year2018-12-31$94,507,702
Value of total assets at beginning of year2018-12-31$103,109,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$61,026
Total interest from all sources2018-12-31$100,619
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,968,208
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,968,208
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,525,473
Participant contributions at end of year2018-12-31$2,000,689
Participant contributions at beginning of year2018-12-31$2,407,830
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$174,867
Administrative expenses (other) incurred2018-12-31$16,776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-8,602,241
Value of net assets at end of year (total assets less liabilities)2018-12-31$94,507,702
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$103,109,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$44,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$52,843,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$59,180,033
Interest on participant loans2018-12-31$100,619
Value of interest in common/collective trusts at end of year2018-12-31$39,663,882
Value of interest in common/collective trusts at beginning of year2018-12-31$41,419,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,297,008
Net investment gain or loss from common/collective trusts2018-12-31$-1,822,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,918,653
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$103,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,109,990
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WEAVER & TIDWELL, LLP
Accountancy firm EIN2018-12-31750786316
2017 : YOKOGAWA USA, INC. WEALTH BUILDER 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$22,421,356
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$9,507,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,414,838
Value of total corrective distributions2017-12-31$2,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,559,183
Value of total assets at end of year2017-12-31$103,109,943
Value of total assets at beginning of year2017-12-31$90,195,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$90,329
Total interest from all sources2017-12-31$102,610
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,362,410
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,362,410
Administrative expenses professional fees incurred2017-12-31$21,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$4,467,835
Participant contributions at end of year2017-12-31$2,407,830
Participant contributions at beginning of year2017-12-31$2,209,243
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$660
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$47,084
Administrative expenses (other) incurred2017-12-31$22,454
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$12,914,132
Value of net assets at end of year (total assets less liabilities)2017-12-31$103,109,943
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$90,195,811
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$46,875
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$59,180,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$51,014,705
Interest on participant loans2017-12-31$102,610
Value of interest in common/collective trusts at end of year2017-12-31$41,419,069
Value of interest in common/collective trusts at beginning of year2017-12-31$36,839,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,839,982
Net investment gain or loss from common/collective trusts2017-12-31$4,557,171
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,044,264
Employer contributions (assets) at end of year2017-12-31$103,011
Employer contributions (assets) at beginning of year2017-12-31$131,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,414,838
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 name2017-12-31SMITH & HOWARD
Accountancy firm EIN2017-12-31581250486
2016 : YOKOGAWA USA, INC. WEALTH BUILDER 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$13,799,905
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$11,471,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$11,423,251
Value of total corrective distributions2016-12-31$3,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,179,853
Value of total assets at end of year2016-12-31$90,195,811
Value of total assets at beginning of year2016-12-31$87,867,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$45,237
Total interest from all sources2016-12-31$87,049
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,648,208
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,648,208
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
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$4,614,578
Participant contributions at end of year2016-12-31$2,209,243
Participant contributions at beginning of year2016-12-31$2,044,421
Participant contributions at end of year2016-12-31$660
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$298,337
Administrative expenses (other) incurred2016-12-31$22,737
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,328,020
Value of net assets at end of year (total assets less liabilities)2016-12-31$90,195,811
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$87,867,791
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$22,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$51,014,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$50,014,248
Interest on participant loans2016-12-31$87,049
Value of interest in common/collective trusts at end of year2016-12-31$36,839,943
Value of interest in common/collective trusts at beginning of year2016-12-31$35,690,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,222,325
Net investment gain or loss from common/collective trusts2016-12-31$1,662,470
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,266,938
Employer contributions (assets) at end of year2016-12-31$131,260
Employer contributions (assets) at beginning of year2016-12-31$118,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$11,423,251
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 name2016-12-31SMITH & HOWARD
Accountancy firm EIN2016-12-31581250486
2015 : YOKOGAWA USA, INC. WEALTH BUILDER 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$8,599,083
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$9,040,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,986,603
Value of total corrective distributions2015-12-31$1,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,029,345
Value of total assets at end of year2015-12-31$87,867,791
Value of total assets at beginning of year2015-12-31$88,308,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$51,883
Total interest from all sources2015-12-31$84,044
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,956,154
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,956,154
Administrative expenses professional fees incurred2015-12-31$3,000
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$5,146,673
Participant contributions at end of year2015-12-31$2,044,421
Participant contributions at beginning of year2015-12-31$1,706,994
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$170,380
Administrative expenses (other) incurred2015-12-31$19,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-441,066
Value of net assets at end of year (total assets less liabilities)2015-12-31$87,867,791
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$88,308,857
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$28,983
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$50,014,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$53,406,404
Interest on participant loans2015-12-31$84,044
Value of interest in common/collective trusts at end of year2015-12-31$35,690,981
Value of interest in common/collective trusts at beginning of year2015-12-31$33,089,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,436,442
Net investment gain or loss from common/collective trusts2015-12-31$-34,018
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,712,292
Employer contributions (assets) at end of year2015-12-31$118,141
Employer contributions (assets) at beginning of year2015-12-31$106,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,986,603
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 name2015-12-31SMITH & HOWARD
Accountancy firm EIN2015-12-31581250486
2014 : YOKOGAWA USA, INC. WEALTH BUILDER 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$14,052,159
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$8,610,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,569,002
Value of total corrective distributions2014-12-31$95
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,053,864
Value of total assets at end of year2014-12-31$88,308,857
Value of total assets at beginning of year2014-12-31$82,867,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$41,740
Total interest from all sources2014-12-31$64,396
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,189,958
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,189,958
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$4,873,585
Participant contributions at end of year2014-12-31$1,706,994
Participant contributions at beginning of year2014-12-31$1,629,897
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$747,855
Administrative expenses (other) incurred2014-12-31$13,393
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$5,441,322
Value of net assets at end of year (total assets less liabilities)2014-12-31$88,308,857
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$82,867,535
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
Investment advisory and management fees2014-12-31$28,347
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$53,406,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$51,470,016
Interest on participant loans2014-12-31$64,396
Value of interest in common/collective trusts at end of year2014-12-31$33,089,084
Value of interest in common/collective trusts at beginning of year2014-12-31$29,767,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,428,165
Net investment gain or loss from common/collective trusts2014-12-31$1,315,776
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$3,432,424
Employer contributions (assets) at end of year2014-12-31$106,375
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,569,002
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 name2014-12-31SMITH & HOWARD
Accountancy firm EIN2014-12-31581250486
2013 : YOKOGAWA USA, INC. WEALTH BUILDER 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$19,933,219
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,392,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,339,887
Value of total corrective distributions2013-12-31$8,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,575,731
Value of total assets at end of year2013-12-31$82,867,535
Value of total assets at beginning of year2013-12-31$68,326,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$44,494
Total interest from all sources2013-12-31$60,808
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,751,555
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,751,555
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$4,397,146
Participant contributions at end of year2013-12-31$1,629,897
Participant contributions at beginning of year2013-12-31$1,388,956
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$122,576
Administrative expenses (other) incurred2013-12-31$16,973
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$14,540,800
Value of net assets at end of year (total assets less liabilities)2013-12-31$82,867,535
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$68,326,735
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
Investment advisory and management fees2013-12-31$27,521
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$51,470,016
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$42,312,549
Interest on participant loans2013-12-31$60,808
Value of interest in common/collective trusts at end of year2013-12-31$29,767,622
Value of interest in common/collective trusts at beginning of year2013-12-31$24,596,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,669,507
Net investment gain or loss from common/collective trusts2013-12-31$2,875,618
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$3,056,009
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$28,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,339,887
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 name2013-12-31SMITH & HOWARD
Accountancy firm EIN2013-12-31581250486
2012 : YOKOGAWA USA, INC. WEALTH BUILDER 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$13,948,891
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$6,328,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,301,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,927,325
Value of total assets at end of year2012-12-31$68,326,735
Value of total assets at beginning of year2012-12-31$60,706,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$26,990
Total interest from all sources2012-12-31$61,202
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,418,115
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$1,418,115
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$3,894,383
Participant contributions at end of year2012-12-31$1,388,956
Participant contributions at beginning of year2012-12-31$1,542,881
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$121,293
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$18,089
Administrative expenses (other) incurred2012-12-31$13,532
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$7,620,001
Value of net assets at end of year (total assets less liabilities)2012-12-31$68,326,735
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$60,706,734
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
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Investment advisory and management fees2012-12-31$13,458
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$42,312,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$35,929,661
Interest on participant loans2012-12-31$61,202
Value of interest in common/collective trusts at end of year2012-12-31$24,596,580
Value of interest in common/collective trusts at beginning of year2012-12-31$23,216,103
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,829,382
Net investment gain or loss from common/collective trusts2012-12-31$1,712,867
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
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$2,911,649
Employer contributions (assets) at end of year2012-12-31$28,650
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,301,900
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 name2012-12-31SMITH & HOWARD
Accountancy firm EIN2012-12-31581250486
2011 : YOKOGAWA USA, INC. WEALTH BUILDER 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$5,158,023
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,207,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,189,918
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,163,177
Value of total assets at end of year2011-12-31$60,706,734
Value of total assets at beginning of year2011-12-31$60,756,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$17,479
Total interest from all sources2011-12-31$63,029
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$720,362
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$720,362
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,456,855
Participant contributions at end of year2011-12-31$1,542,881
Participant contributions at beginning of year2011-12-31$1,400,464
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$1,241
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$143,330
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$18,089
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$18,884
Administrative expenses (other) incurred2011-12-31$17,479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-49,600
Value of net assets at end of year (total assets less liabilities)2011-12-31$60,706,734
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$60,756,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$35,929,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$38,717,655
Interest on participant loans2011-12-31$63,029
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$23,216,103
Value of interest in common/collective trusts at beginning of year2011-12-31$20,617,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,730,281
Net investment gain or loss from common/collective trusts2011-12-31$-58,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Contributions received in cash from employer2011-12-31$2,562,992
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$754
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,189,918
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SMITH & HOWARD
Accountancy firm EIN2011-12-31581250486
2010 : YOKOGAWA USA, INC. WEALTH BUILDER 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$12,325,239
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,694,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,675,390
Value of total corrective distributions2010-12-31$93
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,163,644
Value of total assets at end of year2010-12-31$60,756,334
Value of total assets at beginning of year2010-12-31$53,125,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$18,605
Total interest from all sources2010-12-31$71,318
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$673,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$673,664
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,487,894
Participant contributions at end of year2010-12-31$1,400,464
Participant contributions at beginning of year2010-12-31$1,456,252
Participant contributions at end of year2010-12-31$1,241
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$73,291
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$18,884
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$13,930
Administrative expenses (other) incurred2010-12-31$18,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$7,631,151
Value of net assets at end of year (total assets less liabilities)2010-12-31$60,756,334
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$53,125,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$38,717,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$32,181,288
Interest on participant loans2010-12-31$71,318
Value of interest in common/collective trusts at end of year2010-12-31$20,617,336
Value of interest in common/collective trusts at beginning of year2010-12-31$19,473,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,786,545
Net investment gain or loss from common/collective trusts2010-12-31$1,630,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,602,459
Employer contributions (assets) at end of year2010-12-31$754
Employer contributions (assets) at beginning of year2010-12-31$374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,675,390
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SMITH & HOWARD
Accountancy firm EIN2010-12-31581250486
2009 : YOKOGAWA USA, INC. WEALTH BUILDER 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for YOKOGAWA USA, INC. WEALTH BUILDER

2022: YOKOGAWA USA, INC. WEALTH BUILDER 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: YOKOGAWA USA, INC. WEALTH BUILDER 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: YOKOGAWA USA, INC. WEALTH BUILDER 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: YOKOGAWA USA, INC. WEALTH BUILDER 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: YOKOGAWA USA, INC. WEALTH BUILDER 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: YOKOGAWA USA, INC. WEALTH BUILDER 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: YOKOGAWA USA, INC. WEALTH BUILDER 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: YOKOGAWA USA, INC. WEALTH BUILDER 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: YOKOGAWA USA, INC. WEALTH BUILDER 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: YOKOGAWA USA, INC. WEALTH BUILDER 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: YOKOGAWA USA, INC. WEALTH BUILDER 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: YOKOGAWA USA, INC. WEALTH BUILDER 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: YOKOGAWA USA, INC. WEALTH BUILDER 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: YOKOGAWA USA, INC. WEALTH BUILDER 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number812829
Policy instance 1
Insurance contract or identification number812829
Number of Individuals Covered275
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number812829
Policy instance 1
Insurance contract or identification number812829
Number of Individuals Covered248
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number812829
Policy instance 1
Insurance contract or identification number812829
Number of Individuals Covered255
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number812829
Policy instance 1
Insurance contract or identification number812829
Number of Individuals Covered252
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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

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

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

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

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3