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SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 401k Plan overview

Plan NameSUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN
Plan identification number 001

SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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)).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

HELIOS TECHNOLOGIES has sponsored the creation of one or more 401k plans.

Company Name:HELIOS TECHNOLOGIES
Employer identification number (EIN):592754337
NAIC Classification:331200

Additional information about HELIOS TECHNOLOGIES

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1986-12-31
Company Identification Number: J49665
Legal Registered Office Address: 1500 WEST UNIVERSITY PARKWAY

SARASOTA

34243

More information about HELIOS TECHNOLOGIES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TRICIA FULTON
0012016-01-01SHAUN POLASKY TRICIA FULTON2017-07-11
0012015-01-01DAVID LAMB TRICIA FULTON2016-07-05
0012014-01-01DAVID LAMB TRICIA FULTON2015-07-23
0012013-01-01DENNIS TICHIO TRICIA FULTON2014-06-20
0012012-01-01DENNIS TICHIO
0012011-01-01DENNIS TICHIO
0012009-01-01DENNIS TICHIO DENNIS TICHIO2010-07-07
0012009-01-01DENNIS TICHIO DENNIS TICHIO2010-07-07

Plan Statistics for SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN

401k plan membership statisitcs for SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN

Measure Date Value
2022: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,460
Total number of active participants reported on line 7a of the Form 55002022-01-011,213
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01328
Total of all active and inactive participants2022-01-011,541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-018
Total participants2022-01-011,549
Number of participants with account balances2022-01-011,412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01146
2021: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,386
Total number of active participants reported on line 7a of the Form 55002021-01-011,194
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01261
Total of all active and inactive participants2021-01-011,455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-011,460
Number of participants with account balances2021-01-011,330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0171
2020: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,182
Total number of active participants reported on line 7a of the Form 55002020-01-011,150
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01233
Total of all active and inactive participants2020-01-011,383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-011,386
Number of participants with account balances2020-01-011,280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0184
2019: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01817
Total number of active participants reported on line 7a of the Form 55002019-01-01768
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01117
Total of all active and inactive participants2019-01-01885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01887
Number of participants with account balances2019-01-01811
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0185
2018: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01786
Total number of active participants reported on line 7a of the Form 55002018-01-01724
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0191
Total of all active and inactive participants2018-01-01815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01817
Number of participants with account balances2018-01-01737
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0131
2017: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01733
Total number of active participants reported on line 7a of the Form 55002017-01-01666
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01117
Total of all active and inactive participants2017-01-01783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01786
Number of participants with account balances2017-01-01703
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0116
2016: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01758
Total number of active participants reported on line 7a of the Form 55002016-01-01627
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01103
Total of all active and inactive participants2016-01-01730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01733
Number of participants with account balances2016-01-01729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0142
2015: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01832
Total number of active participants reported on line 7a of the Form 55002015-01-01690
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0165
Total of all active and inactive participants2015-01-01755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01758
Number of participants with account balances2015-01-01754
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0129
2014: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01830
Total number of active participants reported on line 7a of the Form 55002014-01-01777
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0152
Total of all active and inactive participants2014-01-01829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01832
Number of participants with account balances2014-01-01747
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0118
2013: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01857
Total number of active participants reported on line 7a of the Form 55002013-01-01768
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0158
Total of all active and inactive participants2013-01-01826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01830
Number of participants with account balances2013-01-01723
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0124
2012: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01722
Total number of active participants reported on line 7a of the Form 55002012-01-01808
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0145
Total of all active and inactive participants2012-01-01853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-01857
Number of participants with account balances2012-01-01760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0118
2011: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01678
Total number of active participants reported on line 7a of the Form 55002011-01-01661
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0156
Total of all active and inactive participants2011-01-01717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-01722
Number of participants with account balances2011-01-01706
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0123
2009: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01831
Total number of active participants reported on line 7a of the Form 55002009-01-01631
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0165
Total of all active and inactive participants2009-01-01697
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-017
Total participants2009-01-01704
Number of participants with account balances2009-01-01701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0130

Financial Data on SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN

Measure Date Value
2022 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-9,186,838
Total unrealized appreciation/depreciation of assets2022-12-31$-9,186,838
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$3,457
Total income from all sources (including contributions)2022-12-31$-22,454,400
Total loss/gain on sale of assets2022-12-31$-618,485
Total of all expenses incurred2022-12-31$5,666,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,486,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,873,429
Value of total assets at end of year2022-12-31$113,584,011
Value of total assets at beginning of year2022-12-31$141,708,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$180,131
Total interest from all sources2022-12-31$193,449
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,310,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,310,058
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$5,444,861
Participant contributions at end of year2022-12-31$2,215,222
Participant contributions at beginning of year2022-12-31$2,379,164
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$51,004
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$439,723
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$3,457
Other income not declared elsewhere2022-12-31$-1,767,483
Administrative expenses (other) incurred2022-12-31$94,158
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-28,120,655
Value of net assets at end of year (total assets less liabilities)2022-12-31$113,584,011
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$141,704,666
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$85,973
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$87,848,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$104,473,828
Interest on participant loans2022-12-31$124,346
Value of interest in common/collective trusts at end of year2022-12-31$3,629,414
Value of interest in common/collective trusts at beginning of year2022-12-31$3,321,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$6,876,669
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$6,835,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$6,835,193
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$69,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-23,339,651
Net investment gain or loss from common/collective trusts2022-12-31$81,121
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$10,029,372
Assets. Invements in employer securities at beginning of year2022-12-31$20,472,287
Contributions received in cash from employer2022-12-31$2,988,845
Employer contributions (assets) at end of year2022-12-31$911,680
Employer contributions (assets) at beginning of year2022-12-31$961,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,486,124
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$2,072,966
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$3,213,677
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
Aggregate proceeds on sale of assets2022-12-31$944,861
Aggregate carrying amount (costs) on sale of assets2022-12-31$1,563,346
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRANT THORNTON LLP
Accountancy firm EIN2022-12-31366055558
2021 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$9,734,649
Total unrealized appreciation/depreciation of assets2021-12-31$9,734,649
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,457
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$37,596,638
Total loss/gain on sale of assets2021-12-31$1,144,068
Total of all expenses incurred2021-12-31$11,672,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,529,294
Value of total corrective distributions2021-12-31$518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$12,702,924
Value of total assets at end of year2021-12-31$141,708,123
Value of total assets at beginning of year2021-12-31$115,780,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$143,044
Total interest from all sources2021-12-31$198,553
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$10,955,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$10,955,123
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$4,902,841
Participant contributions at end of year2021-12-31$2,379,164
Participant contributions at beginning of year2021-12-31$2,247,800
Participant contributions at end of year2021-12-31$51,004
Participant contributions at beginning of year2021-12-31$5,179
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,000,748
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$3,457
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$711,532
Administrative expenses (other) incurred2021-12-31$77,408
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$25,923,782
Value of net assets at end of year (total assets less liabilities)2021-12-31$141,704,666
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$115,780,884
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$65,636
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$104,473,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$86,149,125
Interest on participant loans2021-12-31$121,542
Value of interest in common/collective trusts at end of year2021-12-31$3,321,518
Value of interest in common/collective trusts at beginning of year2021-12-31$3,102,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$6,835,193
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$8,732,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$8,732,399
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$77,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,078,052
Net investment gain or loss from common/collective trusts2021-12-31$71,728
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$20,472,287
Assets. Invements in employer securities at beginning of year2021-12-31$12,235,118
Contributions received in cash from employer2021-12-31$2,799,335
Employer contributions (assets) at end of year2021-12-31$961,452
Employer contributions (assets) at beginning of year2021-12-31$792,390
Income. Dividends from common stock2021-12-31$9
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,529,294
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$3,213,677
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$2,516,660
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
Aggregate proceeds on sale of assets2021-12-31$3,685,036
Aggregate carrying amount (costs) on sale of assets2021-12-31$2,540,968
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GRANT THORNTON LLP
Accountancy firm EIN2021-12-31366055558
2020 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,803,000
Total unrealized appreciation/depreciation of assets2020-12-31$1,803,000
Total transfer of assets to this plan2020-12-31$26,022,007
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$23,180,469
Total loss/gain on sale of assets2020-12-31$-703,754
Total of all expenses incurred2020-12-31$22,308,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$22,168,132
Value of total corrective distributions2020-12-31$6,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,024,738
Value of total assets at end of year2020-12-31$115,780,884
Value of total assets at beginning of year2020-12-31$88,886,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$133,518
Total interest from all sources2020-12-31$270,047
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,885,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,885,050
Administrative expenses professional fees incurred2020-12-31$12,584
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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$3,973,660
Participant contributions at end of year2020-12-31$2,247,800
Participant contributions at beginning of year2020-12-31$2,449,047
Participant contributions at end of year2020-12-31$5,179
Participant contributions at beginning of year2020-12-31$47,205
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,825,585
Other income not declared elsewhere2020-12-31$860,096
Administrative expenses (other) incurred2020-12-31$66,450
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$872,100
Value of net assets at end of year (total assets less liabilities)2020-12-31$115,780,884
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$88,886,777
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$54,484
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$86,149,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$61,658,694
Interest on participant loans2020-12-31$159,457
Value of interest in common/collective trusts at end of year2020-12-31$3,102,213
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$8,732,399
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$8,862,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$8,862,780
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$110,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,038,780
Net investment gain or loss from common/collective trusts2020-12-31$2,492
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
Assets. Invements in employer securities at end of year2020-12-31$12,235,118
Assets. Invements in employer securities at beginning of year2020-12-31$13,687,482
Contributions received in cash from employer2020-12-31$3,225,493
Employer contributions (assets) at end of year2020-12-31$792,390
Employer contributions (assets) at beginning of year2020-12-31$830,990
Income. Dividends from common stock2020-12-31$20
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$22,168,132
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$2,516,660
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$1,350,579
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
Aggregate proceeds on sale of assets2020-12-31$3,586,480
Aggregate carrying amount (costs) on sale of assets2020-12-31$4,290,234
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31GRANT THORNTON LLP
Accountancy firm EIN2020-12-31366055558
2019 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,501,945
Total unrealized appreciation/depreciation of assets2019-12-31$3,501,945
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 income from all sources (including contributions)2019-12-31$22,243,106
Total loss/gain on sale of assets2019-12-31$699,065
Total of all expenses incurred2019-12-31$8,125,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,051,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,414,942
Value of total assets at end of year2019-12-31$88,886,777
Value of total assets at beginning of year2019-12-31$74,769,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$74,195
Total interest from all sources2019-12-31$457,426
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,906,279
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,906,279
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
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
Contributions received from participants2019-12-31$2,700,382
Participant contributions at end of year2019-12-31$2,449,047
Participant contributions at beginning of year2019-12-31$2,293,883
Participant contributions at end of year2019-12-31$47,205
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$108,153
Other income not declared elsewhere2019-12-31$277,827
Administrative expenses (other) incurred2019-12-31$67,781
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$14,117,625
Value of net assets at end of year (total assets less liabilities)2019-12-31$88,886,777
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$74,769,152
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$6,414
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$61,658,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$50,633,988
Interest on participant loans2019-12-31$147,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$8,862,780
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$8,537,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$8,537,734
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$309,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,985,622
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$13,687,482
Assets. Invements in employer securities at beginning of year2019-12-31$11,431,544
Contributions received in cash from employer2019-12-31$2,606,407
Employer contributions (assets) at end of year2019-12-31$830,990
Employer contributions (assets) at beginning of year2019-12-31$1,091,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,051,286
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$1,350,579
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$780,031
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$3,201,086
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,502,021
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31GRANT THORNTON LLP
Accountancy firm EIN2019-12-31366055558
2018 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-10,774,937
Total unrealized appreciation/depreciation of assets2018-12-31$-10,774,937
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$2,649
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$-8,605,711
Total loss/gain on sale of assets2018-12-31$-791,483
Total of all expenses incurred2018-12-31$12,926,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,868,486
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,757,520
Value of total assets at end of year2018-12-31$74,769,152
Value of total assets at beginning of year2018-12-31$96,303,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$57,708
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$429,029
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,276,186
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,276,186
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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$2,491,551
Participant contributions at end of year2018-12-31$2,293,883
Participant contributions at beginning of year2018-12-31$2,611,751
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$113,794
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$445,770
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$2,649
Other income not declared elsewhere2018-12-31$-178,044
Administrative expenses (other) incurred2018-12-31$57,048
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$1,091,802
Value of net income/loss2018-12-31$-21,531,905
Value of net assets at end of year (total assets less liabilities)2018-12-31$74,769,152
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$96,301,057
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$660
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$50,633,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$58,105,658
Interest on participant loans2018-12-31$136,355
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$8,537,734
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$8,574,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$8,574,673
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$292,674
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,323,982
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
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
Assets. Invements in employer securities at end of year2018-12-31$11,431,544
Assets. Invements in employer securities at beginning of year2018-12-31$26,031,129
Contributions received in cash from employer2018-12-31$1,728,397
Employer contributions (assets) at end of year2018-12-31$1,091,972
Employer contributions (assets) at beginning of year2018-12-31$74,752
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,868,486
Contract administrator fees2018-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$780,031
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$791,949
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
Aggregate proceeds on sale of assets2018-12-31$3,185,374
Aggregate carrying amount (costs) on sale of assets2018-12-31$3,976,857
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31GRANT THORNTON LLP
Accountancy firm EIN2018-12-31366055558
2017 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$9,961,810
Total unrealized appreciation/depreciation of assets2017-12-31$9,961,810
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,649
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$24,449,611
Total loss/gain on sale of assets2017-12-31$534,534
Total of all expenses incurred2017-12-31$6,324,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,257,724
Value of total corrective distributions2017-12-31$10,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,455,482
Value of total assets at end of year2017-12-31$96,303,706
Value of total assets at beginning of year2017-12-31$78,176,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$56,348
Total interest from all sources2017-12-31$207,665
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,334,810
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,334,810
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
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$2,428,068
Participant contributions at end of year2017-12-31$2,611,751
Participant contributions at beginning of year2017-12-31$2,683,827
Participant contributions at end of year2017-12-31$113,794
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$393,724
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$2,649
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$167,290
Administrative expenses (other) incurred2017-12-31$56,348
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$18,124,898
Value of net assets at end of year (total assets less liabilities)2017-12-31$96,301,057
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$78,176,159
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$58,105,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$48,727,248
Interest on participant loans2017-12-31$133,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$8,574,673
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$7,176,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$7,176,646
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$74,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,788,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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
Assets. Invements in employer securities at end of year2017-12-31$26,031,129
Assets. Invements in employer securities at beginning of year2017-12-31$18,407,464
Contributions received in cash from employer2017-12-31$1,633,690
Employer contributions (assets) at end of year2017-12-31$74,752
Employer contributions (assets) at beginning of year2017-12-31$600,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,257,724
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$791,949
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$580,550
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
Aggregate proceeds on sale of assets2017-12-31$3,686,519
Aggregate carrying amount (costs) on sale of assets2017-12-31$3,151,985
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31GRANT THORNTON LLP
Accountancy firm EIN2017-12-31366055558
2016 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$3,842,651
Total unrealized appreciation/depreciation of assets2016-12-31$3,842,651
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$12,670,602
Total loss/gain on sale of assets2016-12-31$-56,582
Total of all expenses incurred2016-12-31$10,849,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,803,848
Value of total corrective distributions2016-12-31$8,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,535,182
Value of total assets at end of year2016-12-31$78,176,159
Value of total assets at beginning of year2016-12-31$76,354,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$36,513
Total interest from all sources2016-12-31$349,540
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,560,508
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,560,508
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
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$2,033,267
Participant contributions at end of year2016-12-31$2,683,827
Participant contributions at beginning of year2016-12-31$2,768,484
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$488,282
Other income not declared elsewhere2016-12-31$74,491
Administrative expenses (other) incurred2016-12-31$36,513
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$1,821,290
Value of net assets at end of year (total assets less liabilities)2016-12-31$78,176,159
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$76,354,869
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$48,727,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$46,240,860
Interest on participant loans2016-12-31$140,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$7,176,646
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$8,611,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$8,611,107
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$208,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,364,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Assets. Invements in employer securities at end of year2016-12-31$18,407,464
Assets. Invements in employer securities at beginning of year2016-12-31$16,435,378
Contributions received in cash from employer2016-12-31$2,013,633
Employer contributions (assets) at end of year2016-12-31$600,424
Employer contributions (assets) at beginning of year2016-12-31$1,431,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$10,803,848
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$580,550
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$867,523
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
Aggregate proceeds on sale of assets2016-12-31$5,172,319
Aggregate carrying amount (costs) on sale of assets2016-12-31$5,228,901
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31GRANT THORNTON LLP
Accountancy firm EIN2016-12-31366055558
2015 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-3,770,289
Total unrealized appreciation/depreciation of assets2015-12-31$-3,770,289
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$817,004
Total loss/gain on sale of assets2015-12-31$-301,067
Total of all expenses incurred2015-12-31$5,096,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,040,800
Value of total corrective distributions2015-12-31$12,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,727,875
Value of total assets at end of year2015-12-31$76,354,869
Value of total assets at beginning of year2015-12-31$80,634,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$43,310
Total interest from all sources2015-12-31$397,719
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,053,310
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,053,310
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
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$1,960,196
Participant contributions at end of year2015-12-31$2,768,484
Participant contributions at beginning of year2015-12-31$2,639,960
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$35,647
Other income not declared elsewhere2015-12-31$-91,768
Administrative expenses (other) incurred2015-12-31$43,310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,279,634
Value of net assets at end of year (total assets less liabilities)2015-12-31$76,354,869
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$80,634,503
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$46,240,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$46,370,922
Interest on participant loans2015-12-31$140,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$8,611,107
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$6,461,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$6,461,492
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$257,164
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,198,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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
Assets. Invements in employer securities at end of year2015-12-31$16,435,378
Assets. Invements in employer securities at beginning of year2015-12-31$21,155,173
Contributions received in cash from employer2015-12-31$2,732,032
Employer contributions (assets) at end of year2015-12-31$1,431,517
Employer contributions (assets) at beginning of year2015-12-31$3,050,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,040,800
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$867,523
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$956,442
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
Aggregate proceeds on sale of assets2015-12-31$3,970,646
Aggregate carrying amount (costs) on sale of assets2015-12-31$4,271,713
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2015-12-31431947695
2014 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-885,169
Total unrealized appreciation/depreciation of assets2014-12-31$-885,169
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$9,509,376
Total loss/gain on sale of assets2014-12-31$-117,065
Total of all expenses incurred2014-12-31$8,632,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,584,783
Value of total corrective distributions2014-12-31$15,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,753,677
Value of total assets at end of year2014-12-31$80,634,503
Value of total assets at beginning of year2014-12-31$79,758,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$32,377
Total interest from all sources2014-12-31$922,487
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,319,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,319,258
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,097,405
Participant contributions at end of year2014-12-31$2,639,960
Participant contributions at beginning of year2014-12-31$2,503,041
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$889
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,815,645
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$2,064,566
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$178,601
Other income not declared elsewhere2014-12-31$131,602
Administrative expenses (other) incurred2014-12-31$22,311
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$876,485
Value of net assets at end of year (total assets less liabilities)2014-12-31$80,634,503
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$79,758,018
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$10,066
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$45,962,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$41,816,088
Interest on participant loans2014-12-31$138,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$6,010,754
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$8,749,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$8,749,125
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$784,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$384,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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
Assets. Invements in employer securities at end of year2014-12-31$21,155,173
Assets. Invements in employer securities at beginning of year2014-12-31$21,843,560
Contributions received in cash from employer2014-12-31$4,477,671
Employer contributions (assets) at end of year2014-12-31$3,050,514
Employer contributions (assets) at beginning of year2014-12-31$2,780,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,584,783
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
Aggregate proceeds on sale of assets2014-12-31$3,280,018
Aggregate carrying amount (costs) on sale of assets2014-12-31$3,397,083
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2014-12-31431947695
2013 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$7,214,714
Total unrealized appreciation/depreciation of assets2013-12-31$7,214,714
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$22,301,535
Total loss/gain on sale of assets2013-12-31$939,646
Total of all expenses incurred2013-12-31$5,723,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,677,945
Value of total corrective distributions2013-12-31$18,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,079,167
Value of total assets at end of year2013-12-31$79,758,018
Value of total assets at beginning of year2013-12-31$63,179,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$27,029
Total interest from all sources2013-12-31$946,109
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,369,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,369,627
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,942,652
Participant contributions at end of year2013-12-31$2,503,041
Participant contributions at beginning of year2013-12-31$2,741,486
Participant contributions at end of year2013-12-31$889
Participant contributions at beginning of year2013-12-31$524
Assets. Other investments not covered elsewhere at end of year2013-12-31$2,064,566
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,555,268
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$72,754
Other income not declared elsewhere2013-12-31$349,495
Administrative expenses (other) incurred2013-12-31$27,029
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$16,578,517
Value of net assets at end of year (total assets less liabilities)2013-12-31$79,758,018
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$63,179,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$41,816,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$33,481,130
Interest on participant loans2013-12-31$136,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$8,749,125
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$8,309,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$8,309,377
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$809,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,402,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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
Assets. Invements in employer securities at end of year2013-12-31$21,843,560
Assets. Invements in employer securities at beginning of year2013-12-31$14,075,819
Contributions received in cash from employer2013-12-31$4,063,761
Employer contributions (assets) at end of year2013-12-31$2,780,749
Employer contributions (assets) at beginning of year2013-12-31$3,015,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,677,945
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
Aggregate proceeds on sale of assets2013-12-31$4,226,609
Aggregate carrying amount (costs) on sale of assets2013-12-31$3,286,963
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2013-12-31431947695
2012 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$825,899
Total unrealized appreciation/depreciation of assets2012-12-31$825,899
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$11,523,756
Total loss/gain on sale of assets2012-12-31$93,683
Total of all expenses incurred2012-12-31$4,453,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,412,923
Value of total corrective distributions2012-12-31$20,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,440,514
Value of total assets at end of year2012-12-31$63,179,501
Value of total assets at beginning of year2012-12-31$56,109,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,489
Total interest from all sources2012-12-31$107,483
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,187,339
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$916,485
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,967,955
Participant contributions at end of year2012-12-31$2,741,486
Participant contributions at beginning of year2012-12-31$2,569,301
Participant contributions at end of year2012-12-31$524
Participant contributions at beginning of year2012-12-31$51
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,555,268
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,343,595
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$120,723
Other income not declared elsewhere2012-12-31$53,734
Administrative expenses (other) incurred2012-12-31$20,489
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$7,069,847
Value of net assets at end of year (total assets less liabilities)2012-12-31$63,179,501
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$56,109,654
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$33,481,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$28,815,592
Interest on participant loans2012-12-31$136,248
Value of interest in common/collective trusts at beginning of year2012-12-31$8,386,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$8,309,377
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$332
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$332
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$-28,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,837,076
Net investment gain or loss from common/collective trusts2012-12-31$-21,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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 end of year2012-12-31$14,075,819
Assets. Invements in employer securities at beginning of year2012-12-31$11,241,035
Contributions received in cash from employer2012-12-31$4,351,836
Employer contributions (assets) at end of year2012-12-31$3,015,897
Employer contributions (assets) at beginning of year2012-12-31$3,753,532
Income. Dividends from common stock2012-12-31$270,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,412,923
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
Aggregate proceeds on sale of assets2012-12-31$2,182,333
Aggregate carrying amount (costs) on sale of assets2012-12-31$2,088,650
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2012-12-31431947695
2011 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-567,614
Total unrealized appreciation/depreciation of assets2011-12-31$-567,614
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$5,817,081
Total loss/gain on sale of assets2011-12-31$-119,666
Total of all expenses incurred2011-12-31$3,101,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,061,751
Value of total corrective distributions2011-12-31$12,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,981,472
Value of total assets at end of year2011-12-31$56,109,654
Value of total assets at beginning of year2011-12-31$53,393,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$26,732
Total interest from all sources2011-12-31$316,288
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$834,508
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$834,508
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
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$1,864,311
Participant contributions at end of year2011-12-31$2,569,301
Participant contributions at beginning of year2011-12-31$2,118,874
Participant contributions at end of year2011-12-31$51
Participant contributions at beginning of year2011-12-31$90
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,343,595
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,443,599
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$128,199
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,814
Other income not declared elsewhere2011-12-31$-19,081
Administrative expenses (other) incurred2011-12-31$26,732
Total non interest bearing cash at beginning of year2011-12-31$-413
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$2,715,698
Value of net assets at end of year (total assets less liabilities)2011-12-31$56,109,654
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$53,393,956
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$28,815,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$27,361,275
Interest on participant loans2011-12-31$128,822
Value of interest in common/collective trusts at end of year2011-12-31$8,386,216
Value of interest in common/collective trusts at beginning of year2011-12-31$7,815,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$332
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$234
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$234
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$187,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,794,011
Net investment gain or loss from common/collective trusts2011-12-31$185,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$11,241,035
Assets. Invements in employer securities at beginning of year2011-12-31$12,460,127
Contributions received in cash from employer2011-12-31$4,988,962
Employer contributions (assets) at end of year2011-12-31$3,753,532
Employer contributions (assets) at beginning of year2011-12-31$2,192,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,061,751
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$3,097,093
Aggregate carrying amount (costs) on sale of assets2011-12-31$3,216,759
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2011-12-31431947695
2010 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$3,769,826
Total unrealized appreciation/depreciation of assets2010-12-31$3,769,826
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$12,607,355
Total loss/gain on sale of assets2010-12-31$70,925
Total of all expenses incurred2010-12-31$2,864,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,828,025
Value of total corrective distributions2010-12-31$9,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,015,750
Value of total assets at end of year2010-12-31$53,393,956
Value of total assets at beginning of year2010-12-31$43,650,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$26,573
Total interest from all sources2010-12-31$129,052
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$750,091
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$459,409
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
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$1,523,052
Participant contributions at end of year2010-12-31$2,118,874
Participant contributions at beginning of year2010-12-31$2,112,823
Participant contributions at end of year2010-12-31$90
Participant contributions at beginning of year2010-12-31$82
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,443,599
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$802,275
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$290,594
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,814
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$9
Other income not declared elsewhere2010-12-31$54,073
Administrative expenses (other) incurred2010-12-31$26,573
Total non interest bearing cash at end of year2010-12-31$-413
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$9,743,082
Value of net assets at end of year (total assets less liabilities)2010-12-31$53,393,956
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$43,650,874
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$27,361,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$23,857,110
Interest on participant loans2010-12-31$129,052
Value of interest in common/collective trusts at end of year2010-12-31$7,815,384
Value of interest in common/collective trusts at beginning of year2010-12-31$7,209,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$234
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$178
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,496,237
Net investment gain or loss from common/collective trusts2010-12-31$321,401
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
Assets. Invements in employer securities at end of year2010-12-31$12,460,127
Assets. Invements in employer securities at beginning of year2010-12-31$9,668,925
Contributions received in cash from employer2010-12-31$3,202,104
Employer contributions (assets) at end of year2010-12-31$2,192,972
Employer contributions (assets) at beginning of year2010-12-31$77
Income. Dividends from common stock2010-12-31$290,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,828,025
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
Aggregate proceeds on sale of assets2010-12-31$1,366,486
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,295,561
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2010-12-31431947695
2009 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 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 SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN

2022: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 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: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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
2009: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 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

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