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Plan Name | SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | TRICIA FULTON | |||
001 | 2016-01-01 | SHAUN POLASKY | TRICIA FULTON | 2017-07-11 | |
001 | 2015-01-01 | DAVID LAMB | TRICIA FULTON | 2016-07-05 | |
001 | 2014-01-01 | DAVID LAMB | TRICIA FULTON | 2015-07-23 | |
001 | 2013-01-01 | DENNIS TICHIO | TRICIA FULTON | 2014-06-20 | |
001 | 2012-01-01 | DENNIS TICHIO | |||
001 | 2011-01-01 | DENNIS TICHIO | |||
001 | 2009-01-01 | DENNIS TICHIO | DENNIS TICHIO | 2010-07-07 | |
001 | 2009-01-01 | DENNIS TICHIO | DENNIS TICHIO | 2010-07-07 |
Measure | Date | Value |
---|---|---|
2022: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 1,460 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1,213 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 328 |
Total of all active and inactive participants | 2022-01-01 | 1,541 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 8 |
Total participants | 2022-01-01 | 1,549 |
Number of participants with account balances | 2022-01-01 | 1,412 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 146 |
2021: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 1,386 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1,194 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 261 |
Total of all active and inactive participants | 2021-01-01 | 1,455 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 5 |
Total participants | 2021-01-01 | 1,460 |
Number of participants with account balances | 2021-01-01 | 1,330 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 71 |
2020: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 1,182 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1,150 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 233 |
Total of all active and inactive participants | 2020-01-01 | 1,383 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 3 |
Total participants | 2020-01-01 | 1,386 |
Number of participants with account balances | 2020-01-01 | 1,280 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 84 |
2019: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 817 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 768 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 117 |
Total of all active and inactive participants | 2019-01-01 | 885 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 2 |
Total participants | 2019-01-01 | 887 |
Number of participants with account balances | 2019-01-01 | 811 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 85 |
2018: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 786 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 724 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 91 |
Total of all active and inactive participants | 2018-01-01 | 815 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 2 |
Total participants | 2018-01-01 | 817 |
Number of participants with account balances | 2018-01-01 | 737 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 31 |
2017: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 733 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 666 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 117 |
Total of all active and inactive participants | 2017-01-01 | 783 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 3 |
Total participants | 2017-01-01 | 786 |
Number of participants with account balances | 2017-01-01 | 703 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 16 |
2016: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 758 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 627 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 103 |
Total of all active and inactive participants | 2016-01-01 | 730 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 3 |
Total participants | 2016-01-01 | 733 |
Number of participants with account balances | 2016-01-01 | 729 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 42 |
2015: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 832 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 690 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 65 |
Total of all active and inactive participants | 2015-01-01 | 755 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 3 |
Total participants | 2015-01-01 | 758 |
Number of participants with account balances | 2015-01-01 | 754 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 29 |
2014: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 830 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 777 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 52 |
Total of all active and inactive participants | 2014-01-01 | 829 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 3 |
Total participants | 2014-01-01 | 832 |
Number of participants with account balances | 2014-01-01 | 747 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 18 |
2013: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 857 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 768 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 58 |
Total of all active and inactive participants | 2013-01-01 | 826 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 4 |
Total participants | 2013-01-01 | 830 |
Number of participants with account balances | 2013-01-01 | 723 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 24 |
2012: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 722 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 808 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 45 |
Total of all active and inactive participants | 2012-01-01 | 853 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 4 |
Total participants | 2012-01-01 | 857 |
Number of participants with account balances | 2012-01-01 | 760 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 18 |
2011: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 678 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 661 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 56 |
Total of all active and inactive participants | 2011-01-01 | 717 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 5 |
Total participants | 2011-01-01 | 722 |
Number of participants with account balances | 2011-01-01 | 706 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 23 |
2009: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 831 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 631 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 65 |
Total of all active and inactive participants | 2009-01-01 | 697 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 7 |
Total participants | 2009-01-01 | 704 |
Number of participants with account balances | 2009-01-01 | 701 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 30 |
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) assets | 2022-12-31 | $-9,186,838 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-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 assets | 2022-12-31 | $-618,485 |
Total of all expenses incurred | 2022-12-31 | $5,666,255 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $113,584,011 |
Value of total assets at beginning of year | 2022-12-31 | $141,708,123 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $180,131 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $3,310,058 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $5,444,861 |
Participant contributions at end of year | 2022-12-31 | $2,215,222 |
Participant contributions at beginning of year | 2022-12-31 | $2,379,164 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $51,004 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $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 year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $3,457 |
Other income not declared elsewhere | 2022-12-31 | $-1,767,483 |
Administrative expenses (other) incurred | 2022-12-31 | $94,158 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $85,973 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $87,848,688 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $104,473,828 |
Interest on participant loans | 2022-12-31 | $124,346 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $3,629,414 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $3,321,518 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $6,876,669 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $6,835,193 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $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 trusts | 2022-12-31 | $81,121 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $10,029,372 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $20,472,287 |
Contributions received in cash from employer | 2022-12-31 | $2,988,845 |
Employer contributions (assets) at end of year | 2022-12-31 | $911,680 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $961,452 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $5,486,124 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $2,072,966 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $3,213,677 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $944,861 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $1,563,346 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2022-12-31 | 366055558 |
2021 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $9,734,649 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 assets | 2021-12-31 | $1,144,068 |
Total of all expenses incurred | 2021-12-31 | $11,672,856 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $11,529,294 |
Value of total corrective distributions | 2021-12-31 | $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 year | 2021-12-31 | $141,708,123 |
Value of total assets at beginning of year | 2021-12-31 | $115,780,884 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $143,044 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $10,955,123 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $4,902,841 |
Participant contributions at end of year | 2021-12-31 | $2,379,164 |
Participant contributions at beginning of year | 2021-12-31 | $2,247,800 |
Participant contributions at end of year | 2021-12-31 | $51,004 |
Participant contributions at beginning of year | 2021-12-31 | $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 year | 2021-12-31 | $3,457 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $0 |
Other income not declared elsewhere | 2021-12-31 | $711,532 |
Administrative expenses (other) incurred | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $65,636 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $104,473,828 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $86,149,125 |
Interest on participant loans | 2021-12-31 | $121,542 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $3,321,518 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $3,102,213 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $6,835,193 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $8,732,399 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $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 trusts | 2021-12-31 | $71,728 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $20,472,287 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $12,235,118 |
Contributions received in cash from employer | 2021-12-31 | $2,799,335 |
Employer contributions (assets) at end of year | 2021-12-31 | $961,452 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $792,390 |
Income. Dividends from common stock | 2021-12-31 | $9 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $11,529,294 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $3,213,677 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $2,516,660 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $3,685,036 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $2,540,968 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2021-12-31 | 366055558 |
2020 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $1,803,000 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $1,803,000 |
Total transfer of assets to this plan | 2020-12-31 | $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 assets | 2020-12-31 | $-703,754 |
Total of all expenses incurred | 2020-12-31 | $22,308,369 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $22,168,132 |
Value of total corrective distributions | 2020-12-31 | $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 year | 2020-12-31 | $115,780,884 |
Value of total assets at beginning of year | 2020-12-31 | $88,886,777 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $133,518 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $2,885,050 |
Administrative expenses professional fees incurred | 2020-12-31 | $12,584 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $3,973,660 |
Participant contributions at end of year | 2020-12-31 | $2,247,800 |
Participant contributions at beginning of year | 2020-12-31 | $2,449,047 |
Participant contributions at end of year | 2020-12-31 | $5,179 |
Participant contributions at beginning of year | 2020-12-31 | $47,205 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,825,585 |
Other income not declared elsewhere | 2020-12-31 | $860,096 |
Administrative expenses (other) incurred | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $54,484 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $86,149,125 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $61,658,694 |
Interest on participant loans | 2020-12-31 | $159,457 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $3,102,213 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $8,732,399 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $8,862,780 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $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 trusts | 2020-12-31 | $2,492 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $12,235,118 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $13,687,482 |
Contributions received in cash from employer | 2020-12-31 | $3,225,493 |
Employer contributions (assets) at end of year | 2020-12-31 | $792,390 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $830,990 |
Income. Dividends from common stock | 2020-12-31 | $20 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $22,168,132 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $2,516,660 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $1,350,579 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $3,586,480 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $4,290,234 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2020-12-31 | 366055558 |
2019 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $3,501,945 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 assets | 2019-12-31 | $699,065 |
Total of all expenses incurred | 2019-12-31 | $8,125,481 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $88,886,777 |
Value of total assets at beginning of year | 2019-12-31 | $74,769,152 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $74,195 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,906,279 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $2,700,382 |
Participant contributions at end of year | 2019-12-31 | $2,449,047 |
Participant contributions at beginning of year | 2019-12-31 | $2,293,883 |
Participant contributions at end of year | 2019-12-31 | $47,205 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $108,153 |
Other income not declared elsewhere | 2019-12-31 | $277,827 |
Administrative expenses (other) incurred | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $6,414 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $61,658,694 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $50,633,988 |
Interest on participant loans | 2019-12-31 | $147,545 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $8,862,780 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $8,537,734 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $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 assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $13,687,482 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $11,431,544 |
Contributions received in cash from employer | 2019-12-31 | $2,606,407 |
Employer contributions (assets) at end of year | 2019-12-31 | $830,990 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,091,972 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $8,051,286 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $1,350,579 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $780,031 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $3,201,086 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $2,502,021 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2019-12-31 | 366055558 |
2018 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2018-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-10,774,937 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-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 paid | 2018-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $-8,605,711 |
Total loss/gain on sale of assets | 2018-12-31 | $-791,483 |
Total of all expenses incurred | 2018-12-31 | $12,926,194 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $12,868,486 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of total corrective distributions | 2018-12-31 | $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 year | 2018-12-31 | $74,769,152 |
Value of total assets at beginning of year | 2018-12-31 | $96,303,706 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $57,708 |
Total income from rents | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $2,276,186 |
Administrative expenses professional fees incurred | 2018-12-31 | $0 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $2,491,551 |
Participant contributions at end of year | 2018-12-31 | $2,293,883 |
Participant contributions at beginning of year | 2018-12-31 | $2,611,751 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $113,794 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $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 year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $2,649 |
Other income not declared elsewhere | 2018-12-31 | $-178,044 |
Administrative expenses (other) incurred | 2018-12-31 | $57,048 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Income. Non cash contributions | 2018-12-31 | $1,091,802 |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $660 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $50,633,988 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $58,105,658 |
Interest on participant loans | 2018-12-31 | $136,355 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Interest earned on other investments | 2018-12-31 | $0 |
Income. Interest from US Government securities | 2018-12-31 | $0 |
Income. Interest from corporate debt instruments | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $8,537,734 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $8,574,673 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $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 benefits | 2018-12-31 | $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 accounts | 2018-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2018-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $11,431,544 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $26,031,129 |
Contributions received in cash from employer | 2018-12-31 | $1,728,397 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,091,972 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $74,752 |
Income. Dividends from preferred stock | 2018-12-31 | $0 |
Income. Dividends from common stock | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $12,868,486 |
Contract administrator fees | 2018-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $780,031 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $791,949 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $3,185,374 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $3,976,857 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2018-12-31 | 366055558 |
2017 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $9,961,810 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 assets | 2017-12-31 | $534,534 |
Total of all expenses incurred | 2017-12-31 | $6,324,713 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $6,257,724 |
Value of total corrective distributions | 2017-12-31 | $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 year | 2017-12-31 | $96,303,706 |
Value of total assets at beginning of year | 2017-12-31 | $78,176,159 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $56,348 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $2,334,810 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $2,428,068 |
Participant contributions at end of year | 2017-12-31 | $2,611,751 |
Participant contributions at beginning of year | 2017-12-31 | $2,683,827 |
Participant contributions at end of year | 2017-12-31 | $113,794 |
Participant contributions at beginning of year | 2017-12-31 | $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 year | 2017-12-31 | $2,649 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
Other income not declared elsewhere | 2017-12-31 | $167,290 |
Administrative expenses (other) incurred | 2017-12-31 | $56,348 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $58,105,658 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $48,727,248 |
Interest on participant loans | 2017-12-31 | $133,490 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $8,574,673 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $7,176,646 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $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 assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $26,031,129 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $18,407,464 |
Contributions received in cash from employer | 2017-12-31 | $1,633,690 |
Employer contributions (assets) at end of year | 2017-12-31 | $74,752 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $600,424 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $6,257,724 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $791,949 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $580,550 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $3,686,519 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $3,151,985 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2017-12-31 | 366055558 |
2016 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $3,842,651 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 assets | 2016-12-31 | $-56,582 |
Total of all expenses incurred | 2016-12-31 | $10,849,312 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $10,803,848 |
Value of total corrective distributions | 2016-12-31 | $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 year | 2016-12-31 | $78,176,159 |
Value of total assets at beginning of year | 2016-12-31 | $76,354,869 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $36,513 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,560,508 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $2,033,267 |
Participant contributions at end of year | 2016-12-31 | $2,683,827 |
Participant contributions at beginning of year | 2016-12-31 | $2,768,484 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $488,282 |
Other income not declared elsewhere | 2016-12-31 | $74,491 |
Administrative expenses (other) incurred | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $48,727,248 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $46,240,860 |
Interest on participant loans | 2016-12-31 | $140,551 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $7,176,646 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $8,611,107 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $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 assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $18,407,464 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $16,435,378 |
Contributions received in cash from employer | 2016-12-31 | $2,013,633 |
Employer contributions (assets) at end of year | 2016-12-31 | $600,424 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,431,517 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $10,803,848 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $580,550 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $867,523 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $5,172,319 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $5,228,901 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2016-12-31 | 366055558 |
2015 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-3,770,289 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-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 assets | 2015-12-31 | $-301,067 |
Total of all expenses incurred | 2015-12-31 | $5,096,638 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $5,040,800 |
Value of total corrective distributions | 2015-12-31 | $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 year | 2015-12-31 | $76,354,869 |
Value of total assets at beginning of year | 2015-12-31 | $80,634,503 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $43,310 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $2,053,310 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,960,196 |
Participant contributions at end of year | 2015-12-31 | $2,768,484 |
Participant contributions at beginning of year | 2015-12-31 | $2,639,960 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $35,647 |
Other income not declared elsewhere | 2015-12-31 | $-91,768 |
Administrative expenses (other) incurred | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $46,240,860 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $46,370,922 |
Interest on participant loans | 2015-12-31 | $140,555 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $8,611,107 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $6,461,492 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $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 assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $16,435,378 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $21,155,173 |
Contributions received in cash from employer | 2015-12-31 | $2,732,032 |
Employer contributions (assets) at end of year | 2015-12-31 | $1,431,517 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $3,050,514 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $5,040,800 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $867,523 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $956,442 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $3,970,646 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $4,271,713 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2015-12-31 | 431947695 |
2014 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-885,169 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-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 assets | 2014-12-31 | $-117,065 |
Total of all expenses incurred | 2014-12-31 | $8,632,891 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $8,584,783 |
Value of total corrective distributions | 2014-12-31 | $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 year | 2014-12-31 | $80,634,503 |
Value of total assets at beginning of year | 2014-12-31 | $79,758,018 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $32,377 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $2,319,258 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $2,097,405 |
Participant contributions at end of year | 2014-12-31 | $2,639,960 |
Participant contributions at beginning of year | 2014-12-31 | $2,503,041 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $889 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $1,815,645 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $2,064,566 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $178,601 |
Other income not declared elsewhere | 2014-12-31 | $131,602 |
Administrative expenses (other) incurred | 2014-12-31 | $22,311 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $10,066 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $45,962,457 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $41,816,088 |
Interest on participant loans | 2014-12-31 | $138,118 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $6,010,754 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $8,749,125 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $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 assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $21,155,173 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $21,843,560 |
Contributions received in cash from employer | 2014-12-31 | $4,477,671 |
Employer contributions (assets) at end of year | 2014-12-31 | $3,050,514 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $2,780,749 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $8,584,783 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $3,280,018 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $3,397,083 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2014-12-31 | 431947695 |
2013 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $7,214,714 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 assets | 2013-12-31 | $939,646 |
Total of all expenses incurred | 2013-12-31 | $5,723,018 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $5,677,945 |
Value of total corrective distributions | 2013-12-31 | $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 year | 2013-12-31 | $79,758,018 |
Value of total assets at beginning of year | 2013-12-31 | $63,179,501 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $27,029 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $2,369,627 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,942,652 |
Participant contributions at end of year | 2013-12-31 | $2,503,041 |
Participant contributions at beginning of year | 2013-12-31 | $2,741,486 |
Participant contributions at end of year | 2013-12-31 | $889 |
Participant contributions at beginning of year | 2013-12-31 | $524 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $2,064,566 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $1,555,268 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $72,754 |
Other income not declared elsewhere | 2013-12-31 | $349,495 |
Administrative expenses (other) incurred | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $41,816,088 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $33,481,130 |
Interest on participant loans | 2013-12-31 | $136,948 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $8,749,125 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $8,309,377 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $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 assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $21,843,560 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $14,075,819 |
Contributions received in cash from employer | 2013-12-31 | $4,063,761 |
Employer contributions (assets) at end of year | 2013-12-31 | $2,780,749 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $3,015,897 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $5,677,945 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $4,226,609 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $3,286,963 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2013-12-31 | 431947695 |
2012 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $825,899 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 assets | 2012-12-31 | $93,683 |
Total of all expenses incurred | 2012-12-31 | $4,453,909 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $4,412,923 |
Value of total corrective distributions | 2012-12-31 | $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 year | 2012-12-31 | $63,179,501 |
Value of total assets at beginning of year | 2012-12-31 | $56,109,654 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $20,489 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $916,485 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,967,955 |
Participant contributions at end of year | 2012-12-31 | $2,741,486 |
Participant contributions at beginning of year | 2012-12-31 | $2,569,301 |
Participant contributions at end of year | 2012-12-31 | $524 |
Participant contributions at beginning of year | 2012-12-31 | $51 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $1,555,268 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $1,343,595 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $120,723 |
Other income not declared elsewhere | 2012-12-31 | $53,734 |
Administrative expenses (other) incurred | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $33,481,130 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $28,815,592 |
Interest on participant loans | 2012-12-31 | $136,248 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $8,386,216 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $8,309,377 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $332 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $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 trusts | 2012-12-31 | $-21,972 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $14,075,819 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $11,241,035 |
Contributions received in cash from employer | 2012-12-31 | $4,351,836 |
Employer contributions (assets) at end of year | 2012-12-31 | $3,015,897 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $3,753,532 |
Income. Dividends from common stock | 2012-12-31 | $270,854 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $4,412,923 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $2,182,333 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $2,088,650 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2012-12-31 | 431947695 |
2011 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-567,614 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-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 assets | 2011-12-31 | $-119,666 |
Total of all expenses incurred | 2011-12-31 | $3,101,383 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $3,061,751 |
Value of total corrective distributions | 2011-12-31 | $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 year | 2011-12-31 | $56,109,654 |
Value of total assets at beginning of year | 2011-12-31 | $53,393,956 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $26,732 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $834,508 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,864,311 |
Participant contributions at end of year | 2011-12-31 | $2,569,301 |
Participant contributions at beginning of year | 2011-12-31 | $2,118,874 |
Participant contributions at end of year | 2011-12-31 | $51 |
Participant contributions at beginning of year | 2011-12-31 | $90 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $1,343,595 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $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 year | 2011-12-31 | $1,814 |
Other income not declared elsewhere | 2011-12-31 | $-19,081 |
Administrative expenses (other) incurred | 2011-12-31 | $26,732 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $-413 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $28,815,592 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $27,361,275 |
Interest on participant loans | 2011-12-31 | $128,822 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $8,386,216 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $7,815,384 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $332 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $234 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $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 trusts | 2011-12-31 | $185,185 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $11,241,035 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $12,460,127 |
Contributions received in cash from employer | 2011-12-31 | $4,988,962 |
Employer contributions (assets) at end of year | 2011-12-31 | $3,753,532 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $2,192,972 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $3,061,751 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $3,097,093 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $3,216,759 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2011-12-31 | 431947695 |
2010 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2010-12-31 | $3,769,826 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 assets | 2010-12-31 | $70,925 |
Total of all expenses incurred | 2010-12-31 | $2,864,273 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,828,025 |
Value of total corrective distributions | 2010-12-31 | $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 year | 2010-12-31 | $53,393,956 |
Value of total assets at beginning of year | 2010-12-31 | $43,650,874 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $26,573 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $459,409 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,523,052 |
Participant contributions at end of year | 2010-12-31 | $2,118,874 |
Participant contributions at beginning of year | 2010-12-31 | $2,112,823 |
Participant contributions at end of year | 2010-12-31 | $90 |
Participant contributions at beginning of year | 2010-12-31 | $82 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $1,443,599 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $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 year | 2010-12-31 | $1,814 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $9 |
Other income not declared elsewhere | 2010-12-31 | $54,073 |
Administrative expenses (other) incurred | 2010-12-31 | $26,573 |
Total non interest bearing cash at end of year | 2010-12-31 | $-413 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $27,361,275 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $23,857,110 |
Interest on participant loans | 2010-12-31 | $129,052 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $7,815,384 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $7,209,395 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $234 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $178 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $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 trusts | 2010-12-31 | $321,401 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $12,460,127 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $9,668,925 |
Contributions received in cash from employer | 2010-12-31 | $3,202,104 |
Employer contributions (assets) at end of year | 2010-12-31 | $2,192,972 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $77 |
Income. Dividends from common stock | 2010-12-31 | $290,682 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $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 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $1,366,486 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $1,295,561 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2010-12-31 | 431947695 |
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 securities | 2009-12-31 | $0 |
2022: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |