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SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 401k Plan overview

Plan NameSWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES
Plan identification number 003

SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 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)).

401k Sponsoring company profile

TRANSLOGIC CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:TRANSLOGIC CORPORATION
Employer identification number (EIN):840911610
NAIC Classification:339900

Additional information about TRANSLOGIC CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2006791

More information about TRANSLOGIC CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01KATHLEEN CONDON KATHLEEN CONDON2018-10-03
0032016-01-01KATHLEEN CONDON KATHLEEN CONDON2017-10-05
0032015-01-01KATHLEEN CONDON KATHLEEN CONDON2016-10-03
0032014-01-01KATHLEEN CONDON KATHLEEN CONDON2015-09-09
0032013-01-01KATHLEEN CONDON KATHLEEN CONDON2014-09-23
0032012-01-01KATHLEEN CONDON KATHLEEN CONDON2013-09-19
0032011-01-01KATHLEEN CONDON KATHLEEN CONDON2012-10-04
0032009-01-01KATHLEEN CONDON KATHLEEN CONDON2010-09-14

Plan Statistics for SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES

401k plan membership statisitcs for SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES

Measure Date Value
2022: SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 2022 401k membership
Total participants, beginning-of-year2022-01-01686
Total number of active participants reported on line 7a of the Form 55002022-01-01505
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01195
Total of all active and inactive participants2022-01-01700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01702
Number of participants with account balances2022-01-01702
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 2021 401k membership
Total participants, beginning-of-year2021-01-01675
Total number of active participants reported on line 7a of the Form 55002021-01-01455
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01186
Total of all active and inactive participants2021-01-01641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01643
Number of participants with account balances2021-01-01638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 2020 401k membership
Total participants, beginning-of-year2020-01-01679
Total number of active participants reported on line 7a of the Form 55002020-01-01484
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01164
Total of all active and inactive participants2020-01-01649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01650
Number of participants with account balances2020-01-01648
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 2019 401k membership
Total participants, beginning-of-year2019-01-01621
Total number of active participants reported on line 7a of the Form 55002019-01-01472
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01167
Total of all active and inactive participants2019-01-01641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01642
Number of participants with account balances2019-01-01632
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 2018 401k membership
Total participants, beginning-of-year2018-01-01892
Total number of active participants reported on line 7a of the Form 55002018-01-01430
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01171
Total of all active and inactive participants2018-01-01604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01605
Number of participants with account balances2018-01-01595
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-01-01809
Total number of active participants reported on line 7a of the Form 55002017-01-01404
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01467
Total of all active and inactive participants2017-01-01874
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01876
Number of participants with account balances2017-01-01867
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 2016 401k membership
Total participants, beginning-of-year2016-01-01663
Total number of active participants reported on line 7a of the Form 55002016-01-01584
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01122
Total of all active and inactive participants2016-01-01709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01709
Number of participants with account balances2016-01-01691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-01597
Total number of active participants reported on line 7a of the Form 55002015-01-01514
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0196
Total of all active and inactive participants2015-01-01612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01612
Number of participants with account balances2015-01-01582
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-01540
Total number of active participants reported on line 7a of the Form 55002014-01-01480
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0183
Total of all active and inactive participants2014-01-01565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01565
Number of participants with account balances2014-01-01543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-01526
Total number of active participants reported on line 7a of the Form 55002013-01-01464
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0174
Total of all active and inactive participants2013-01-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01540
Number of participants with account balances2013-01-01515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-01499
Total number of active participants reported on line 7a of the Form 55002012-01-01453
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0163
Total of all active and inactive participants2012-01-01519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01519
Number of participants with account balances2012-01-01488
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-01450
Total number of active participants reported on line 7a of the Form 55002011-01-01439
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0149
Total of all active and inactive participants2011-01-01491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01492
Number of participants with account balances2011-01-01423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-01462
Total number of active participants reported on line 7a of the Form 55002009-01-01370
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0199
Total of all active and inactive participants2009-01-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01469
Number of participants with account balances2009-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES

Measure Date Value
2022 : SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-6,037,440
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,459,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,347,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,262,544
Value of total assets at end of year2022-12-31$77,515,222
Value of total assets at beginning of year2022-12-31$91,012,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$111,986
Total interest from all sources2022-12-31$74,412
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$304,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$304,240
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,206,289
Participant contributions at end of year2022-12-31$992,187
Participant contributions at beginning of year2022-12-31$916,460
Participant contributions at beginning of year2022-12-31$112,344
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,283,508
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$4,410
Other income not declared elsewhere2022-12-31$-62,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,497,210
Value of net assets at end of year (total assets less liabilities)2022-12-31$77,515,222
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$91,012,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$19,528,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,153,577
Value of interest in pooled separate accounts at end of year2022-12-31$50,960,921
Value of interest in pooled separate accounts at beginning of year2022-12-31$73,352,554
Interest on participant loans2022-12-31$56,443
Interest earned on other investments2022-12-31$17,969
Value of interest in common/collective trusts at end of year2022-12-31$4,732,047
Value of interest in common/collective trusts at beginning of year2022-12-31$3,702,004
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,301,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,595,935
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,973,416
Net investment gain/loss from pooled separate accounts2022-12-31$-12,303,765
Net investment gain or loss from common/collective trusts2022-12-31$-338,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,772,747
Employer contributions (assets) at beginning of year2022-12-31$179,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,343,374
Contract administrator fees2022-12-31$111,986
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CAUSEY DEMGEN & MOORE PC
Accountancy firm EIN2022-12-31841158905
2021 : SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 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$19,070,554
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,137,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,024,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,577,335
Value of total assets at end of year2021-12-31$91,012,432
Value of total assets at beginning of year2021-12-31$78,079,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$113,256
Total interest from all sources2021-12-31$87,376
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$162,034
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$162,034
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,349,772
Participant contributions at end of year2021-12-31$916,460
Participant contributions at beginning of year2021-12-31$1,258,192
Participant contributions at end of year2021-12-31$112,344
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$527,257
Other income not declared elsewhere2021-12-31$2,452
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$12,932,863
Value of net assets at end of year (total assets less liabilities)2021-12-31$91,012,432
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$78,079,569
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$11,153,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,521,479
Value of interest in pooled separate accounts at end of year2021-12-31$73,352,554
Value of interest in pooled separate accounts at beginning of year2021-12-31$61,080,371
Interest on participant loans2021-12-31$64,821
Interest earned on other investments2021-12-31$22,555
Value of interest in common/collective trusts at end of year2021-12-31$3,702,004
Value of interest in common/collective trusts at beginning of year2021-12-31$3,370,281
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,595,935
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,722,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$828,509
Net investment gain/loss from pooled separate accounts2021-12-31$10,439,484
Net investment gain or loss from common/collective trusts2021-12-31$-26,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,700,306
Employer contributions (assets) at end of year2021-12-31$179,558
Employer contributions (assets) at beginning of year2021-12-31$126,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,024,435
Contract administrator fees2021-12-31$113,256
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31CAUSEY DEMGEN & MOORE PC
Accountancy firm EIN2021-12-31841158905
2020 : SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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$17,519,229
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,367,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,274,928
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$1,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,765,291
Value of total assets at end of year2020-12-31$78,079,569
Value of total assets at beginning of year2020-12-31$65,927,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$90,876
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$113,856
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$145,465
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$145,465
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$3,751,916
Participant contributions at end of year2020-12-31$1,258,192
Participant contributions at beginning of year2020-12-31$1,465,423
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$127,517
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$385,400
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$559
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$9,188
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$12,152,174
Value of net assets at end of year (total assets less liabilities)2020-12-31$78,079,569
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$65,927,395
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,521,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,106,931
Value of interest in pooled separate accounts at end of year2020-12-31$61,080,371
Value of interest in pooled separate accounts at beginning of year2020-12-31$50,892,103
Interest on participant loans2020-12-31$86,450
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$27,406
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$3,370,281
Value of interest in common/collective trusts at beginning of year2020-12-31$2,920,644
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,722,607
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,282,936
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$571,219
Net investment gain/loss from pooled separate accounts2020-12-31$8,767,122
Net investment gain or loss from common/collective trusts2020-12-31$147,088
Net gain/loss from 103.12 investment entities2020-12-31$0
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,627,975
Employer contributions (assets) at end of year2020-12-31$126,639
Employer contributions (assets) at beginning of year2020-12-31$131,841
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,274,369
Contract administrator fees2020-12-31$90,876
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CAUSEY DEMGEN & MOORE PC
Accountancy firm EIN2020-12-31841158905
2019 : SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$32,950
Total transfer of assets to this plan2019-12-31$32,950
Total transfer of assets from this plan2019-12-31$8,374
Total transfer of assets from this plan2019-12-31$8,374
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$18,872,253
Total income from all sources (including contributions)2019-12-31$18,872,253
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$3,870,743
Total of all expenses incurred2019-12-31$3,870,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,802,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,802,057
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,658,089
Value of total assets at end of year2019-12-31$65,927,395
Value of total assets at beginning of year2019-12-31$50,901,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$68,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$68,686
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$109,329
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$171,503
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$171,503
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$171,503
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$171,503
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
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$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$3,549,463
Participant contributions at end of year2019-12-31$1,465,423
Participant contributions at beginning of year2019-12-31$1,043,642
Participant contributions at end of year2019-12-31$127,517
Participant contributions at beginning of year2019-12-31$113,663
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$740,357
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$43,362
Other income not declared elsewhere2019-12-31$43,362
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party 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$15,001,510
Value of net income/loss2019-12-31$15,001,510
Value of net assets at end of year (total assets less liabilities)2019-12-31$65,927,395
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$50,901,309
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
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
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,106,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,263,819
Value of interest in pooled separate accounts at end of year2019-12-31$50,892,103
Value of interest in pooled separate accounts at beginning of year2019-12-31$38,560,172
Interest on participant loans2019-12-31$85,996
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$23,333
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$2,920,644
Value of interest in common/collective trusts at beginning of year2019-12-31$2,497,005
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,282,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,303,686
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,242,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,242,179
Net investment gain/loss from pooled separate accounts2019-12-31$9,514,522
Net investment gain/loss from pooled separate accounts2019-12-31$9,514,522
Net investment gain or loss from common/collective trusts2019-12-31$133,269
Net investment gain or loss from common/collective trusts2019-12-31$133,269
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,368,269
Employer contributions (assets) at end of year2019-12-31$131,841
Employer contributions (assets) at beginning of year2019-12-31$119,322
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,802,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,802,057
Contract administrator fees2019-12-31$68,686
Contract administrator fees2019-12-31$68,686
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
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
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
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 name2019-12-31CAUSEY DEMGEN & MOORE PC
Accountancy firm name2019-12-31CAUSEY DEMGEN & MOORE PC
Accountancy firm EIN2019-12-31841158905
Accountancy firm EIN2019-12-31841158905
2018 : SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$2,584,064
Total transfer of assets from this plan2018-12-31$25,687,566
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$4,142,489
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$9,913,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,896,723
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,725,778
Value of total assets at end of year2018-12-31$50,901,309
Value of total assets at beginning of year2018-12-31$79,776,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$16,957
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$74,884
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$143,404
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$143,404
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$3,054,290
Participant contributions at end of year2018-12-31$1,043,642
Participant contributions at beginning of year2018-12-31$1,391,446
Participant contributions at end of year2018-12-31$113,663
Participant contributions at beginning of year2018-12-31$101,821
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$623,887
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$1,494
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$119,823
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,771,191
Value of net assets at end of year (total assets less liabilities)2018-12-31$50,901,309
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$79,776,002
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,263,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,833,786
Value of interest in pooled separate accounts at end of year2018-12-31$38,560,172
Value of interest in pooled separate accounts at beginning of year2018-12-31$59,967,302
Interest on participant loans2018-12-31$62,144
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$12,740
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$2,497,005
Value of interest in common/collective trusts at beginning of year2018-12-31$2,809,602
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,303,686
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,561,359
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-758,823
Net investment gain/loss from pooled separate accounts2018-12-31$-2,179,237
Net investment gain or loss from common/collective trusts2018-12-31$16,660
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,047,601
Employer contributions (assets) at end of year2018-12-31$119,322
Employer contributions (assets) at beginning of year2018-12-31$110,686
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,895,229
Contract administrator fees2018-12-31$16,957
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31CAUSEY DEMGEN & MOORE PC
Accountancy firm EIN2018-12-31841158905
2017 : SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$20,313,327
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,348,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,314,592
Expenses. Certain deemed distributions of participant loans2017-12-31$14,166
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,383,493
Value of total assets at end of year2017-12-31$79,776,002
Value of total assets at beginning of year2017-12-31$63,811,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$20,078
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$82,890
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$203,213
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$203,213
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$4,519,509
Participant contributions at end of year2017-12-31$1,391,446
Participant contributions at beginning of year2017-12-31$999,955
Participant contributions at end of year2017-12-31$101,821
Participant contributions at beginning of year2017-12-31$60,386
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$464,468
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$1,723
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$-20,062
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$15,964,491
Value of net assets at end of year (total assets less liabilities)2017-12-31$79,776,002
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$63,811,511
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,833,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,670,280
Value of interest in pooled separate accounts at end of year2017-12-31$59,967,302
Value of interest in pooled separate accounts at beginning of year2017-12-31$48,180,855
Interest on participant loans2017-12-31$70,410
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$12,480
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$2,809,602
Value of interest in common/collective trusts at beginning of year2017-12-31$2,090,709
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,561,359
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,746,779
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,485,224
Net investment gain/loss from pooled separate accounts2017-12-31$9,149,117
Net investment gain or loss from common/collective trusts2017-12-31$29,452
Net gain/loss from 103.12 investment entities2017-12-31$0
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,399,516
Employer contributions (assets) at end of year2017-12-31$110,686
Employer contributions (assets) at beginning of year2017-12-31$62,547
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,312,869
Contract administrator fees2017-12-31$20,078
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31CAUSEY DEMGEN & MOORE. P.C.
Accountancy firm EIN2017-12-31841158905
2016 : SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$4,747,350
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$13,580,411
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,584,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,567,445
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,603,957
Value of total assets at end of year2016-12-31$63,811,511
Value of total assets at beginning of year2016-12-31$52,067,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,628
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$61,581
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$192,804
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$192,804
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$3,964,375
Participant contributions at end of year2016-12-31$999,955
Participant contributions at beginning of year2016-12-31$979,946
Participant contributions at end of year2016-12-31$60,386
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,875,409
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$8,431
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$6,996,338
Value of net assets at end of year (total assets less liabilities)2016-12-31$63,811,511
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$52,067,823
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,670,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,910,665
Value of interest in pooled separate accounts at end of year2016-12-31$48,180,855
Value of interest in pooled separate accounts at beginning of year2016-12-31$39,382,599
Interest on participant loans2016-12-31$50,176
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$11,405
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$2,090,709
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,746,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,794,264
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$514,204
Net investment gain/loss from pooled separate accounts2016-12-31$3,195,785
Net investment gain or loss from common/collective trusts2016-12-31$3,649
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,764,173
Employer contributions (assets) at end of year2016-12-31$62,547
Employer contributions (assets) at beginning of year2016-12-31$349
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,567,445
Contract administrator fees2016-12-31$16,628
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31CAUSEY DEMGEN & MOORE P.C.
Accountancy firm EIN2016-12-31841158905
2015 : SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$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$6,189,827
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,799,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,780,943
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,658,215
Value of total assets at end of year2015-12-31$52,067,823
Value of total assets at beginning of year2015-12-31$52,677,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$18,354
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$61,834
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$156,110
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$156,110
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$3,148,897
Participant contributions at end of year2015-12-31$979,946
Participant contributions at beginning of year2015-12-31$877,643
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$378,348
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$920
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$5,271
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-609,470
Value of net assets at end of year (total assets less liabilities)2015-12-31$52,067,823
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$52,677,293
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,910,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,998,862
Value of interest in pooled separate accounts at end of year2015-12-31$39,382,599
Value of interest in pooled separate accounts at beginning of year2015-12-31$40,462,134
Interest on participant loans2015-12-31$49,759
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$12,075
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,794,264
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,338,654
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-751,482
Net investment gain/loss from pooled separate accounts2015-12-31$59,879
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,130,970
Employer contributions (assets) at end of year2015-12-31$349
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,780,023
Contract administrator fees2015-12-31$18,354
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31CAUSEY DEMGEN & MOORE PC
Accountancy firm EIN2015-12-31841158905
2014 : SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$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$9,001,532
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,273,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,209,770
Expenses. Certain deemed distributions of participant loans2014-12-31$49,041
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,004,497
Value of total assets at end of year2014-12-31$52,677,293
Value of total assets at beginning of year2014-12-31$47,949,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,732
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$56,275
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$112,238
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$112,238
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$2,871,737
Participant contributions at end of year2014-12-31$877,643
Participant contributions at beginning of year2014-12-31$900,679
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$240,772
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$1,415
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$669
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,727,989
Value of net assets at end of year (total assets less liabilities)2014-12-31$52,677,293
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$47,949,304
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,998,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,528,250
Value of interest in pooled separate accounts at end of year2014-12-31$40,462,134
Value of interest in pooled separate accounts at beginning of year2014-12-31$36,364,513
Interest on participant loans2014-12-31$41,473
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$14,802
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,338,654
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,151,916
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$254,917
Net investment gain/loss from pooled separate accounts2014-12-31$2,572,936
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
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$2,891,988
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$3,946
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,208,355
Contract administrator fees2014-12-31$14,732
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31CAUSEY DEMGEN & MOORE PC
Accountancy firm EIN2014-12-31841158905
2013 : SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$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$13,535,149
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,696,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,680,934
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,909,687
Value of total assets at end of year2013-12-31$47,949,304
Value of total assets at beginning of year2013-12-31$41,110,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,096
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$69,375
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$99,371
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$99,371
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$2,866,837
Participant contributions at end of year2013-12-31$900,679
Participant contributions at beginning of year2013-12-31$880,957
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$240,289
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$-25,548
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,839,119
Value of net assets at end of year (total assets less liabilities)2013-12-31$47,949,304
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$41,110,185
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,528,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,261,872
Value of interest in pooled separate accounts at end of year2013-12-31$36,364,513
Value of interest in pooled separate accounts at beginning of year2013-12-31$30,296,443
Interest on participant loans2013-12-31$49,123
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$20,252
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,151,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,665,028
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,568,392
Net investment gain/loss from pooled separate accounts2013-12-31$5,913,872
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
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$2,802,561
Employer contributions (assets) at end of year2013-12-31$3,946
Employer contributions (assets) at beginning of year2013-12-31$5,885
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,680,934
Contract administrator fees2013-12-31$15,096
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31CAUSEY DEMGEN & MOORE P.C.
Accountancy firm EIN2013-12-31841158905
2012 : SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$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$9,779,263
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,713,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,706,188
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,702,518
Value of total assets at end of year2012-12-31$41,110,185
Value of total assets at beginning of year2012-12-31$34,044,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,653
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$94,178
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$102,611
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$102,611
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$2,804,569
Participant contributions at end of year2012-12-31$880,957
Participant contributions at beginning of year2012-12-31$838,786
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$198,866
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$188
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$-11,372
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,065,422
Value of net assets at end of year (total assets less liabilities)2012-12-31$41,110,185
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$34,044,763
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,261,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,843,700
Value of interest in pooled separate accounts at end of year2012-12-31$30,296,443
Value of interest in pooled separate accounts at beginning of year2012-12-31$24,109,301
Interest on participant loans2012-12-31$44,808
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$49,370
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,665,028
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,252,976
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$813,260
Net investment gain/loss from pooled separate accounts2012-12-31$3,078,068
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
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$2,699,083
Employer contributions (assets) at end of year2012-12-31$5,885
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,706,000
Contract administrator fees2012-12-31$7,653
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CAUSEY DEMGEN & MOORE PC
Accountancy firm EIN2012-12-31841158905
2011 : SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$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$4,034,952
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,724,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,717,360
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,059,828
Value of total assets at end of year2011-12-31$34,044,763
Value of total assets at beginning of year2011-12-31$33,733,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,751
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$128,340
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$89,946
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$89,946
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$2,553,093
Participant contributions at end of year2011-12-31$838,786
Participant contributions at beginning of year2011-12-31$844,680
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$328,801
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$547
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$13,635
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$310,841
Value of net assets at end of year (total assets less liabilities)2011-12-31$34,044,763
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$33,733,922
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,843,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,889,560
Value of interest in pooled separate accounts at end of year2011-12-31$24,109,301
Value of interest in pooled separate accounts at beginning of year2011-12-31$24,803,292
Interest on participant loans2011-12-31$43,018
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$85,322
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,252,976
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,196,390
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-439,351
Net investment gain/loss from pooled separate accounts2011-12-31$182,554
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
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$1,177,934
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,716,813
Contract administrator fees2011-12-31$6,751
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CAUSEY DEMGEN & MOORE P.C.
Accountancy firm EIN2011-12-31841158905
2010 : SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$12,261
Total transfer of assets from this plan2010-12-31$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$6,787,181
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,235,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,228,628
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,245,838
Value of total assets at end of year2010-12-31$33,733,922
Value of total assets at beginning of year2010-12-31$29,170,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,999
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$159,421
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$52,486
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$52,486
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$2,256,637
Participant contributions at end of year2010-12-31$844,680
Participant contributions at beginning of year2010-12-31$748,400
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$42,813
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$14,791
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,551,554
Value of net assets at end of year (total assets less liabilities)2010-12-31$33,733,922
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$29,170,107
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,889,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,372,792
Value of interest in pooled separate accounts at end of year2010-12-31$24,803,292
Value of interest in pooled separate accounts at beginning of year2010-12-31$21,195,724
Interest on participant loans2010-12-31$44,578
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$114,843
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,196,390
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,853,191
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$360,429
Net investment gain/loss from pooled separate accounts2010-12-31$2,954,216
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$946,388
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,228,628
Contract administrator fees2010-12-31$6,999
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31CAUSEY DEMGEN & MOORE INC.
Accountancy firm EIN2010-12-31841158905
2009 : SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 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 SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES

2022: SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 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: SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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
2009: SWISSLOG SAVINGS PLAN FOR SALARIED EMPLOYEES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number389603
Policy instance 1
Insurance contract or identification number389603
Number of Individuals Covered702
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number389603
Policy instance 1
Insurance contract or identification number389603
Number of Individuals Covered643
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number389603
Policy instance 1
Insurance contract or identification number389603
Number of Individuals Covered650
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number389603
Policy instance 1
Insurance contract or identification number389603
Number of Individuals Covered642
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number389603
Policy instance 1
Insurance contract or identification number389603
Number of Individuals Covered605
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number389603
Policy instance 1
Insurance contract or identification number389603
Number of Individuals Covered876
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number389603
Policy instance 1
Insurance contract or identification number389603
Number of Individuals Covered612
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number389603
Policy instance 1
Insurance contract or identification number389603
Number of Individuals Covered565
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number389603
Policy instance 1
Insurance contract or identification number389603
Number of Individuals Covered540
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number389603
Policy instance 1
Insurance contract or identification number389603
Number of Individuals Covered519
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number389603
Policy instance 1
Insurance contract or identification number389603
Number of Individuals Covered492
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number389603
Policy instance 1
Insurance contract or identification number389603
Number of Individuals Covered433
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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