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XP POWER LLC RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameXP POWER LLC RETIREMENT SAVINGS PLAN
Plan identification number 001

XP POWER LLC RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

XP POWER LLC has sponsored the creation of one or more 401k plans.

Company Name:XP POWER LLC
Employer identification number (EIN):770275313
NAIC Classification:424990
NAIC Description:Other Miscellaneous Nondurable Goods Merchant Wholesalers

Additional information about XP POWER LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2009-09-19
Company Identification Number: 0801172255
Legal Registered Office Address: 455 E TRIMBLE RD

SAN JOSE
United States of America (USA)
95131

More information about XP POWER LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan XP POWER LLC RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SALINA E FARIA SALINA E FARIA2018-09-21
0012016-01-01PATRICIA LEE
0012015-01-01PATRICIA LEE
0012014-01-01PATRICIA LEE
0012013-01-01PATRICIA LEE PATRICIA LEE2014-10-07
0012012-01-01PATRICIA LEE
0012011-01-01PATRICIA LEE
0012010-01-01PATRICIA LEE
0012009-01-01PATRICIA LEE PATRICIA LEE2010-07-21
0012009-01-01PATRICIA LEE

Plan Statistics for XP POWER LLC RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for XP POWER LLC RETIREMENT SAVINGS PLAN

Measure Date Value
2021: XP POWER LLC RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01448
Total number of active participants reported on line 7a of the Form 55002021-01-01433
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01101
Total of all active and inactive participants2021-01-01536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01536
Number of participants with account balances2021-01-01536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: XP POWER LLC RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01454
Total number of active participants reported on line 7a of the Form 55002020-01-01359
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0178
Total of all active and inactive participants2020-01-01439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01439
Number of participants with account balances2020-01-01439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: XP POWER LLC RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01430
Total number of active participants reported on line 7a of the Form 55002019-01-01405
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0147
Total of all active and inactive participants2019-01-01454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01454
Number of participants with account balances2019-01-01454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: XP POWER LLC RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01301
Total number of active participants reported on line 7a of the Form 55002018-01-01371
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0157
Total of all active and inactive participants2018-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01430
Number of participants with account balances2018-01-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: XP POWER LLC RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01193
Total number of active participants reported on line 7a of the Form 55002017-01-01246
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0153
Total of all active and inactive participants2017-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01301
Number of participants with account balances2017-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: XP POWER LLC RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01151
Total number of active participants reported on line 7a of the Form 55002016-01-01156
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0135
Total of all active and inactive participants2016-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01193
Number of participants with account balances2016-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: XP POWER LLC RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01163
Total number of active participants reported on line 7a of the Form 55002015-01-01119
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0130
Total of all active and inactive participants2015-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01151
Number of participants with account balances2015-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: XP POWER LLC RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01156
Total number of active participants reported on line 7a of the Form 55002014-01-01130
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0131
Total of all active and inactive participants2014-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01163
Number of participants with account balances2014-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: XP POWER LLC RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01161
Total number of active participants reported on line 7a of the Form 55002013-01-01126
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0128
Total of all active and inactive participants2013-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01156
Number of participants with account balances2013-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: XP POWER LLC RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01146
Total number of active participants reported on line 7a of the Form 55002012-01-01125
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0134
Total of all active and inactive participants2012-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01161
Number of participants with account balances2012-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: XP POWER LLC RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01156
Total number of active participants reported on line 7a of the Form 55002011-01-01106
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0136
Total of all active and inactive participants2011-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01143
Number of participants with account balances2011-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: XP POWER LLC RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01163
Total number of active participants reported on line 7a of the Form 55002010-01-01121
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0135
Total of all active and inactive participants2010-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01156
Number of participants with account balances2010-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: XP POWER LLC RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0185
Total number of active participants reported on line 7a of the Form 55002009-01-01123
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0139
Total of all active and inactive participants2009-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01162
Number of participants with account balances2009-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on XP POWER LLC RETIREMENT SAVINGS PLAN

Measure Date Value
2021 : XP POWER LLC RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$10,379,377
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,651,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,458,461
Expenses. Certain deemed distributions of participant loans2021-12-31$-4,991
Value of total corrective distributions2021-12-31$7,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,538,658
Value of total assets at end of year2021-12-31$45,927,495
Value of total assets at beginning of year2021-12-31$38,199,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$190,645
Total interest from all sources2021-12-31$215,309
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$285,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$285,571
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,354,469
Participant contributions at end of year2021-12-31$565,478
Participant contributions at beginning of year2021-12-31$407,975
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$606,650
Other income not declared elsewhere2021-12-31$75,677
Administrative expenses (other) incurred2021-12-31$190,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,727,993
Value of net assets at end of year (total assets less liabilities)2021-12-31$45,927,495
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$38,199,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$30,947,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$24,855,788
Value of interest in pooled separate accounts at end of year2021-12-31$1,006,450
Value of interest in pooled separate accounts at beginning of year2021-12-31$680,499
Interest on participant loans2021-12-31$22,832
Interest earned on other investments2021-12-31$192,477
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$13,269,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$12,255,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,167,505
Net investment gain/loss from pooled separate accounts2021-12-31$96,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,577,539
Employer contributions (assets) at end of year2021-12-31$138,934
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,458,461
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : XP POWER LLC RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$9,375,567
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,827,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,674,181
Expenses. Certain deemed distributions of participant loans2020-12-31$22,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,363,934
Value of total assets at end of year2020-12-31$38,199,502
Value of total assets at beginning of year2020-12-31$30,651,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$130,814
Total interest from all sources2020-12-31$199,371
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$184,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$184,085
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,719,601
Participant contributions at end of year2020-12-31$407,975
Participant contributions at beginning of year2020-12-31$420,416
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$445,964
Other income not declared elsewhere2020-12-31$59,735
Administrative expenses (other) incurred2020-12-31$130,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,547,863
Value of net assets at end of year (total assets less liabilities)2020-12-31$38,199,502
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$30,651,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$24,855,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,887,708
Value of interest in pooled separate accounts at end of year2020-12-31$680,499
Value of interest in pooled separate accounts at beginning of year2020-12-31$460,921
Interest on participant loans2020-12-31$22,681
Interest earned on other investments2020-12-31$176,690
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$12,255,240
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$9,882,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,502,417
Net investment gain/loss from pooled separate accounts2020-12-31$66,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,198,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,674,181
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : XP POWER LLC RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$9,499,290
Total income from all sources (including contributions)2019-12-31$9,499,290
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,848,316
Total of all expenses incurred2019-12-31$1,848,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,770,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,770,725
Value of total corrective distributions2019-12-31$26,058
Value of total corrective distributions2019-12-31$26,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,675,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,675,885
Value of total assets at end of year2019-12-31$30,651,639
Value of total assets at end of year2019-12-31$30,651,639
Value of total assets at beginning of year2019-12-31$23,000,665
Value of total assets at beginning of year2019-12-31$23,000,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$51,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$51,533
Total interest from all sources2019-12-31$163,152
Total interest from all sources2019-12-31$163,152
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$168,780
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$168,780
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$168,780
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$168,780
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,632,122
Contributions received from participants2019-12-31$2,632,122
Participant contributions at end of year2019-12-31$420,416
Participant contributions at end of year2019-12-31$420,416
Participant contributions at beginning of year2019-12-31$453,183
Participant contributions at beginning of year2019-12-31$453,183
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$201,927
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$201,927
Other income not declared elsewhere2019-12-31$54,449
Other income not declared elsewhere2019-12-31$54,449
Administrative expenses (other) incurred2019-12-31$51,533
Administrative expenses (other) incurred2019-12-31$51,533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,650,974
Value of net income/loss2019-12-31$7,650,974
Value of net assets at end of year (total assets less liabilities)2019-12-31$30,651,639
Value of net assets at end of year (total assets less liabilities)2019-12-31$30,651,639
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,000,665
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,000,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,887,708
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,887,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,738,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,738,999
Value of interest in pooled separate accounts at end of year2019-12-31$460,921
Value of interest in pooled separate accounts at end of year2019-12-31$460,921
Value of interest in pooled separate accounts at beginning of year2019-12-31$300,262
Value of interest in pooled separate accounts at beginning of year2019-12-31$300,262
Interest on participant loans2019-12-31$24,889
Interest on participant loans2019-12-31$24,889
Interest earned on other investments2019-12-31$138,263
Interest earned on other investments2019-12-31$138,263
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,882,594
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,882,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,508,221
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,508,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,386,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,386,340
Net investment gain/loss from pooled separate accounts2019-12-31$50,684
Net investment gain/loss from pooled separate accounts2019-12-31$50,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,841,836
Contributions received in cash from employer2019-12-31$1,841,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,770,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,770,725
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
Accountancy firm EIN2019-12-31410746749
2018 : XP POWER LLC RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$4,530,714
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,274,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,177,126
Expenses. Certain deemed distributions of participant loans2018-12-31$2
Value of total corrective distributions2018-12-31$47,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,805,853
Value of total assets at end of year2018-12-31$23,000,665
Value of total assets at beginning of year2018-12-31$20,744,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$49,248
Total interest from all sources2018-12-31$111,200
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$145,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$145,257
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,988,016
Participant contributions at end of year2018-12-31$453,183
Participant contributions at beginning of year2018-12-31$393,542
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,365,227
Other income not declared elsewhere2018-12-31$37,397
Administrative expenses (other) incurred2018-12-31$49,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$2,256,344
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,000,665
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,744,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,738,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,994,719
Value of interest in pooled separate accounts at end of year2018-12-31$300,262
Value of interest in pooled separate accounts at beginning of year2018-12-31$70,382
Interest on participant loans2018-12-31$21,642
Interest earned on other investments2018-12-31$89,558
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,508,221
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,285,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,553,996
Net investment gain/loss from pooled separate accounts2018-12-31$-14,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$452,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,177,126
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : XP POWER LLC RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$79,665
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,973,143
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$446,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$402,914
Value of total corrective distributions2017-12-31$8,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,437,796
Value of total assets at end of year2017-12-31$20,744,321
Value of total assets at beginning of year2017-12-31$15,137,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$35,225
Total interest from all sources2017-12-31$76,760
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$101,494
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$101,494
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,318,137
Participant contributions at end of year2017-12-31$393,542
Participant contributions at beginning of year2017-12-31$391,130
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,744,754
Other income not declared elsewhere2017-12-31$35,911
Administrative expenses (other) incurred2017-12-31$35,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,526,800
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,744,321
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,137,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,994,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,965,441
Value of interest in pooled separate accounts at end of year2017-12-31$70,382
Value of interest in pooled separate accounts at beginning of year2017-12-31$46,874
Interest on participant loans2017-12-31$16,669
Interest earned on other investments2017-12-31$60,091
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,285,678
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,734,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,315,023
Net investment gain/loss from pooled separate accounts2017-12-31$6,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$374,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$402,914
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : XP POWER LLC RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,822,812
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$487,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$450,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,908,004
Value of total assets at end of year2016-12-31$15,137,856
Value of total assets at beginning of year2016-12-31$12,802,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$37,014
Total interest from all sources2016-12-31$62,538
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$99,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$99,340
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,158,363
Participant contributions at end of year2016-12-31$391,130
Participant contributions at beginning of year2016-12-31$294,728
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$438,558
Other income not declared elsewhere2016-12-31$31,186
Administrative expenses (other) incurred2016-12-31$37,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,334,945
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,137,856
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,802,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,965,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,804,602
Value of interest in pooled separate accounts at end of year2016-12-31$46,874
Value of interest in pooled separate accounts at beginning of year2016-12-31$355
Interest on participant loans2016-12-31$13,270
Interest earned on other investments2016-12-31$49,268
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,734,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,703,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$719,342
Net investment gain/loss from pooled separate accounts2016-12-31$2,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$311,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$450,853
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : XP POWER LLC RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,476,735
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$571,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$533,833
Value of total corrective distributions2015-12-31$9,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,366,102
Value of total assets at end of year2015-12-31$12,802,911
Value of total assets at beginning of year2015-12-31$11,897,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$28,563
Total interest from all sources2015-12-31$55,769
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$113,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$113,373
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$973,236
Participant contributions at end of year2015-12-31$294,728
Participant contributions at beginning of year2015-12-31$343,252
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$215,808
Other income not declared elsewhere2015-12-31$28,595
Administrative expenses (other) incurred2015-12-31$28,563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$904,984
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,802,911
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,897,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,804,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,742,219
Value of interest in pooled separate accounts at end of year2015-12-31$355
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$14,112
Interest earned on other investments2015-12-31$41,657
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,703,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,812,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-87,103
Net investment gain/loss from pooled separate accounts2015-12-31$-1
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$177,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$533,833
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : XP POWER LLC RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,569,779
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$644,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$623,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$936,486
Value of total assets at end of year2014-12-31$11,897,927
Value of total assets at beginning of year2014-12-31$10,972,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$21,154
Total interest from all sources2014-12-31$50,287
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$116,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$116,784
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$714,208
Participant contributions at end of year2014-12-31$343,252
Participant contributions at beginning of year2014-12-31$343,948
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$71,897
Other income not declared elsewhere2014-12-31$26,412
Administrative expenses (other) incurred2014-12-31$21,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$925,538
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,897,927
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,972,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,742,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,042,692
Interest on participant loans2014-12-31$12,978
Interest earned on other investments2014-12-31$37,309
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,812,456
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,585,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$439,283
Net investment gain/loss from pooled separate accounts2014-12-31$527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$150,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$623,087
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : XP POWER LLC RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,543,700
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,457,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,434,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$933,801
Value of total assets at end of year2013-12-31$10,972,389
Value of total assets at beginning of year2013-12-31$9,886,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,390
Total interest from all sources2013-12-31$56,600
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$96,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$96,503
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$717,594
Participant contributions at end of year2013-12-31$343,948
Participant contributions at beginning of year2013-12-31$304,572
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$47,895
Other income not declared elsewhere2013-12-31$23,802
Administrative expenses (other) incurred2013-12-31$23,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,085,835
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,972,389
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,886,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,042,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,235,272
Interest on participant loans2013-12-31$14,576
Interest earned on other investments2013-12-31$42,024
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,585,749
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,346,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,432,994
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$168,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,434,475
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : XP POWER LLC RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,839,171
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$904,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$882,211
Expenses. Certain deemed distributions of participant loans2012-12-31$-8
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$950,615
Value of total assets at end of year2012-12-31$9,886,554
Value of total assets at beginning of year2012-12-31$8,951,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$22,371
Total interest from all sources2012-12-31$68,109
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$93,053
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$93,053
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$637,604
Participant contributions at end of year2012-12-31$304,572
Participant contributions at beginning of year2012-12-31$253,580
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$123,887
Other income not declared elsewhere2012-12-31$22,034
Administrative expenses (other) incurred2012-12-31$22,371
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$934,597
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,886,554
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,951,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,235,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,859,047
Interest on participant loans2012-12-31$14,810
Interest earned on other investments2012-12-31$53,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,346,710
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,839,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$705,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$189,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$882,211
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Qualified
Accountancy firm name2012-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2012-12-31410746749
2011 : XP POWER LLC RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$791,081
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$192,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$171,059
Expenses. Certain deemed distributions of participant loans2011-12-31$-12
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$983,960
Value of total assets at end of year2011-12-31$8,951,957
Value of total assets at beginning of year2011-12-31$8,353,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$21,235
Total interest from all sources2011-12-31$65,869
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$69,868
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$69,868
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$747,237
Participant contributions at end of year2011-12-31$253,580
Participant contributions at beginning of year2011-12-31$172,044
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$83,747
Other income not declared elsewhere2011-12-31$21,037
Administrative expenses (other) incurred2011-12-31$21,235
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$598,799
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,951,957
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,353,158
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,859,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,903,755
Interest on participant loans2011-12-31$9,987
Interest earned on other investments2011-12-31$55,882
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,839,330
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,277,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-349,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$152,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$171,059
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOHLER, NIXON & WILLIAMS
Accountancy firm EIN2011-12-31770106234
2010 : XP POWER LLC RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,483,715
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$282,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$241,540
Expenses. Certain deemed distributions of participant loans2010-12-31$-187
Value of total corrective distributions2010-12-31$41,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$632,702
Value of total assets at end of year2010-12-31$8,353,158
Value of total assets at beginning of year2010-12-31$7,152,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$84
Total interest from all sources2010-12-31$22,567
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$76,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$76,076
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$617,865
Participant contributions at end of year2010-12-31$172,044
Participant contributions at beginning of year2010-12-31$200,618
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$14,837
Other income not declared elsewhere2010-12-31$-1,806
Administrative expenses (other) incurred2010-12-31$84
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,201,009
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,353,158
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,152,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,903,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,774,175
Interest on participant loans2010-12-31$11,381
Interest earned on other investments2010-12-31$11,186
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$2,177,356
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,277,359
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$712,591
Net investment gain or loss from common/collective trusts2010-12-31$41,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$241,540
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOLHER NIXON & WILLIAMS
Accountancy firm EIN2010-12-31770106234
2009 : XP POWER LLC RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for XP POWER LLC RETIREMENT SAVINGS PLAN

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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number006038
Policy instance 1
Insurance contract or identification number006038
Number of Individuals Covered536
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $675
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees675
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number006038
Policy instance 1
Insurance contract or identification number006038
Number of Individuals Covered439
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $549
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees549
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number006038
Policy instance 1
Insurance contract or identification number006038
Number of Individuals Covered454
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $453
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees453
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number006038
Policy instance 1
Insurance contract or identification number006038
Number of Individuals Covered430
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $336
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees336
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number006038
Policy instance 1
Insurance contract or identification number006038
Number of Individuals Covered301
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $313
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees313
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameWELLS FARGO WEALTH BROKGE INS AGCY

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