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Plan Name | KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | KYOCERA INTERNATIONAL, INC. |
Employer identification number (EIN): | 941695243 |
NAIC Classification: | 334410 |
Additional information about KYOCERA INTERNATIONAL, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2016-07-01 |
Company Identification Number: | 0802489670 |
Legal Registered Office Address: |
8611 BALBOA AVE SAN DIEGO United States of America (USA) 92123 |
More information about KYOCERA INTERNATIONAL, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | ROBERT STEVENS | TED ENGEBRETSON | 2018-08-22 | |
002 | 2016-01-01 | ROBERT STEVENS | TED ENGEBRETSON | 2017-09-27 | |
002 | 2015-01-01 | ROBERT STEVENS | TED ENGEBRETSON | 2016-09-02 | |
002 | 2014-01-01 | ROBERT STEVENS | WILLIAM EDWARDS | 2015-07-27 | |
002 | 2013-01-01 | ROBERT STEVENS | |||
002 | 2012-01-01 | ROBERT STEVENS | WILLIAM EDWARDS | 2013-06-25 | |
002 | 2011-01-01 | ROBERT STEVENS | WILLIAM EDWARDS | 2012-06-19 | |
002 | 2010-01-01 | ROBERT STEVENS | WILLIAM EDWARDS | 2011-06-22 | |
002 | 2009-01-01 | ROBERT STEVENS | WILLIAM EDWARDS | 2010-07-20 | |
002 | 2009-01-01 | ROBERT STEVENS | WILLIAM EDWARDS | 2010-07-17 |
Measure | Date | Value |
---|---|---|
2022: KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 1,764 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1,075 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 41 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 659 |
Total of all active and inactive participants | 2022-01-01 | 1,775 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 16 |
Total participants | 2022-01-01 | 1,791 |
Number of participants with account balances | 2022-01-01 | 1,774 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 82 |
2021: KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 1,758 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1,037 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 35 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 676 |
Total of all active and inactive participants | 2021-01-01 | 1,748 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 16 |
Total participants | 2021-01-01 | 1,764 |
Number of participants with account balances | 2021-01-01 | 1,745 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 103 |
2020: KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 1,959 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1,045 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 19 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 678 |
Total of all active and inactive participants | 2020-01-01 | 1,742 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 16 |
Total participants | 2020-01-01 | 1,758 |
Number of participants with account balances | 2020-01-01 | 1,720 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 54 |
2019: KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 1,934 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1,191 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 28 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 720 |
Total of all active and inactive participants | 2019-01-01 | 1,939 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 20 |
Total participants | 2019-01-01 | 1,959 |
Number of participants with account balances | 2019-01-01 | 1,934 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 116 |
2018: KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 2,118 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1,213 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 29 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 669 |
Total of all active and inactive participants | 2018-01-01 | 1,911 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 23 |
Total participants | 2018-01-01 | 1,934 |
Number of participants with account balances | 2018-01-01 | 1,914 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 95 |
2017: KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 2,102 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1,152 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 935 |
Total of all active and inactive participants | 2017-01-01 | 2,099 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 19 |
Total participants | 2017-01-01 | 2,118 |
Number of participants with account balances | 2017-01-01 | 2,086 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 61 |
2016: KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 2,125 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1,190 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 881 |
Total of all active and inactive participants | 2016-01-01 | 2,083 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 19 |
Total participants | 2016-01-01 | 2,102 |
Number of participants with account balances | 2016-01-01 | 2,046 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 69 |
2015: KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 2,062 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1,237 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 864 |
Total of all active and inactive participants | 2015-01-01 | 2,108 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 17 |
Total participants | 2015-01-01 | 2,125 |
Number of participants with account balances | 2015-01-01 | 2,057 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 50 |
2014: KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 1,954 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1,346 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 694 |
Total of all active and inactive participants | 2014-01-01 | 2,049 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 13 |
Total participants | 2014-01-01 | 2,062 |
Number of participants with account balances | 2014-01-01 | 1,864 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 33 |
2013: KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 2,030 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1,259 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 676 |
Total of all active and inactive participants | 2013-01-01 | 1,942 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 8 |
Total participants | 2013-01-01 | 1,950 |
Number of participants with account balances | 2013-01-01 | 1,847 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 66 |
2012: KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 1,835 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1,264 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 758 |
Total of all active and inactive participants | 2012-01-01 | 2,024 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 6 |
Total participants | 2012-01-01 | 2,030 |
Number of participants with account balances | 2012-01-01 | 1,926 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 43 |
2011: KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 1,838 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1,084 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 744 |
Total of all active and inactive participants | 2011-01-01 | 1,830 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 5 |
Total participants | 2011-01-01 | 1,835 |
Number of participants with account balances | 2011-01-01 | 1,712 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 52 |
2010: KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 2,011 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 1,109 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 722 |
Total of all active and inactive participants | 2010-01-01 | 1,833 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 5 |
Total participants | 2010-01-01 | 1,838 |
Number of participants with account balances | 2010-01-01 | 1,695 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 42 |
2009: KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 1,768 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1,257 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 74 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 677 |
Total of all active and inactive participants | 2009-01-01 | 2,008 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 3 |
Total participants | 2009-01-01 | 2,011 |
Number of participants with account balances | 2009-01-01 | 1,740 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 90 |
Measure | Date | Value |
---|---|---|
2022 : KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2022 401k financial data | ||
Total income from all sources (including contributions) | 2022-12-31 | $-31,835,618 |
Total of all expenses incurred | 2022-12-31 | $13,475,655 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $13,297,199 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $7,431 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $11,220,613 |
Value of total assets at end of year | 2022-12-31 | $232,021,400 |
Value of total assets at beginning of year | 2022-12-31 | $277,332,673 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $171,025 |
Total interest from all sources | 2022-12-31 | $116,939 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $2,686,484 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $2,686,484 |
Administrative expenses professional fees incurred | 2022-12-31 | $21,000 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $8,931,331 |
Participant contributions at end of year | 2022-12-31 | $2,474,904 |
Participant contributions at beginning of year | 2022-12-31 | $2,509,976 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $196,691 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $3,196 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $2,777 |
Administrative expenses (other) incurred | 2022-12-31 | $150,025 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-45,311,273 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $232,021,400 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $277,332,673 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $193,249,362 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $239,929,834 |
Interest on participant loans | 2022-12-31 | $116,777 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $36,231,585 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $34,805,370 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $62,353 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $84,716 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $84,716 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $162 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-46,363,063 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $503,409 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $2,092,591 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $13,297,199 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2022-12-31 | 910189318 |
2021 : KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2021 401k financial data | ||
Total income from all sources (including contributions) | 2021-12-31 | $40,839,611 |
Total of all expenses incurred | 2021-12-31 | $19,998,311 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $19,774,646 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $10,551 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $10,782,072 |
Value of total assets at end of year | 2021-12-31 | $277,332,673 |
Value of total assets at beginning of year | 2021-12-31 | $256,491,373 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $213,114 |
Total interest from all sources | 2021-12-31 | $134,315 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $2,896,019 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $2,896,019 |
Administrative expenses professional fees incurred | 2021-12-31 | $16,000 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $8,132,828 |
Participant contributions at end of year | 2021-12-31 | $2,509,976 |
Participant contributions at beginning of year | 2021-12-31 | $2,767,016 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $679,666 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $2,777 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $8,794 |
Administrative expenses (other) incurred | 2021-12-31 | $197,114 |
Total non interest bearing cash at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $17,569 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $20,841,300 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $277,332,673 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $256,491,373 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $239,929,834 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $216,724,659 |
Interest on participant loans | 2021-12-31 | $134,315 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $34,805,370 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $36,944,744 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $84,716 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $28,591 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $28,591 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $26,659,585 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $367,620 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,969,578 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $19,774,646 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MOSS ADAMS, LLP |
Accountancy firm EIN | 2021-12-31 | 910189318 |
2020 : KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2020 401k financial data | ||
Total income from all sources (including contributions) | 2020-12-31 | $44,889,011 |
Total of all expenses incurred | 2020-12-31 | $29,151,502 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $28,985,129 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $9,720 |
Value of total corrective distributions | 2020-12-31 | $1,635 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $10,105,693 |
Value of total assets at end of year | 2020-12-31 | $256,491,373 |
Value of total assets at beginning of year | 2020-12-31 | $240,753,864 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $155,018 |
Total interest from all sources | 2020-12-31 | $168,380 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $2,515,129 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $2,515,129 |
Administrative expenses professional fees incurred | 2020-12-31 | $16,000 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $7,484,280 |
Participant contributions at end of year | 2020-12-31 | $2,767,016 |
Participant contributions at beginning of year | 2020-12-31 | $3,469,180 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $819,078 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $8,794 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $3,902 |
Administrative expenses (other) incurred | 2020-12-31 | $138,043 |
Total non interest bearing cash at end of year | 2020-12-31 | $17,569 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $39,987 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $15,737,509 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $256,491,373 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $240,753,864 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $975 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $216,724,659 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $203,949,022 |
Interest on participant loans | 2020-12-31 | $168,333 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $36,944,744 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $33,236,409 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $28,591 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $55,364 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $55,364 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $47 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $31,455,454 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $644,355 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,802,335 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $28,985,129 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | MOSS ADAMS, LLP |
Accountancy firm EIN | 2020-12-31 | 910189318 |
2019 : KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2019 401k financial data | ||
Total income from all sources (including contributions) | 2019-12-31 | $53,160,994 |
Total of all expenses incurred | 2019-12-31 | $12,016,312 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $11,877,847 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $10,246,405 |
Value of total assets at end of year | 2019-12-31 | $240,753,864 |
Value of total assets at beginning of year | 2019-12-31 | $199,609,182 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $138,465 |
Total interest from all sources | 2019-12-31 | $176,010 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,308,641 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,308,641 |
Administrative expenses professional fees incurred | 2019-12-31 | $18,900 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $7,807,637 |
Participant contributions at end of year | 2019-12-31 | $3,469,180 |
Participant contributions at beginning of year | 2019-12-31 | $3,169,022 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $560,970 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $3,902 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $2,498 |
Administrative expenses (other) incurred | 2019-12-31 | $119,565 |
Total non interest bearing cash at end of year | 2019-12-31 | $39,987 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $60,090 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $41,144,682 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $240,753,864 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $199,609,182 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $203,949,022 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $164,329,982 |
Interest on participant loans | 2019-12-31 | $175,682 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $33,236,409 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $31,957,682 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $55,364 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $89,908 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $89,908 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $328 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $39,711,614 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $718,324 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $0 |
Contributions received in cash from employer | 2019-12-31 | $1,877,798 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $11,877,847 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | MOSS ADAMS, LLP |
Accountancy firm EIN | 2019-12-31 | 910189318 |
2018 : KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2018 401k financial data | ||
Total income from all sources (including contributions) | 2018-12-31 | $-1,600,488 |
Total of all expenses incurred | 2018-12-31 | $16,458,537 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $16,332,951 |
Value of total corrective distributions | 2018-12-31 | $938 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $10,564,961 |
Value of total assets at end of year | 2018-12-31 | $199,609,182 |
Value of total assets at beginning of year | 2018-12-31 | $217,668,207 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $124,648 |
Total interest from all sources | 2018-12-31 | $149,452 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $2,850,603 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $2,850,603 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $7,780,990 |
Participant contributions at end of year | 2018-12-31 | $3,169,022 |
Participant contributions at beginning of year | 2018-12-31 | $3,291,610 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $809,543 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $2,498 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $3,562 |
Other income not declared elsewhere | 2018-12-31 | $-1,854,961 |
Administrative expenses (other) incurred | 2018-12-31 | $124,648 |
Total non interest bearing cash at end of year | 2018-12-31 | $60,090 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $66,331 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-18,059,025 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $199,609,182 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $217,668,207 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $164,329,982 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $165,886,570 |
Interest on participant loans | 2018-12-31 | $149,233 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $31,957,682 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $29,912,215 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $89,908 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $16,757 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $16,757 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $219 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-13,340,424 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $29,881 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $18,491,162 |
Contributions received in cash from employer | 2018-12-31 | $1,974,428 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $16,332,951 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | SQUAR MILNER |
Accountancy firm EIN | 2018-12-31 | 330835986 |
2017 : KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2017 401k financial data | ||
Total income from all sources (including contributions) | 2017-12-31 | $43,789,400 |
Total of all expenses incurred | 2017-12-31 | $14,574,927 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $14,484,821 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $-9,804 |
Value of total corrective distributions | 2017-12-31 | $161 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $9,802,988 |
Value of total assets at end of year | 2017-12-31 | $217,668,207 |
Value of total assets at beginning of year | 2017-12-31 | $188,453,734 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $99,749 |
Total interest from all sources | 2017-12-31 | $150,816 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,847,382 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,847,382 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $7,399,956 |
Participant contributions at end of year | 2017-12-31 | $3,291,610 |
Participant contributions at beginning of year | 2017-12-31 | $3,503,394 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $648,614 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $3,562 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $3,075 |
Other income not declared elsewhere | 2017-12-31 | $4,861,520 |
Administrative expenses (other) incurred | 2017-12-31 | $99,749 |
Total non interest bearing cash at end of year | 2017-12-31 | $66,331 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $70,203 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $29,214,473 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $217,668,207 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $188,453,734 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $165,886,570 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $139,311,826 |
Interest on participant loans | 2017-12-31 | $150,771 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $29,912,215 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $30,570,185 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $16,757 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $108,499 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $108,499 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $45 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $26,625,836 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $500,858 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $18,491,162 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $14,886,552 |
Contributions received in cash from employer | 2017-12-31 | $1,754,418 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $14,484,821 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | SQUAR MILNER |
Accountancy firm EIN | 2017-12-31 | 330835986 |
2016 : KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2016 401k financial data | ||
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $10,283 |
Total income from all sources (including contributions) | 2016-12-31 | $22,915,921 |
Total of all expenses incurred | 2016-12-31 | $15,782,018 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $15,685,383 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $9,999 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $9,542,447 |
Value of total assets at end of year | 2016-12-31 | $188,453,734 |
Value of total assets at beginning of year | 2016-12-31 | $181,330,114 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $86,636 |
Total interest from all sources | 2016-12-31 | $151,445 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,558,759 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,558,759 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $7,388,140 |
Participant contributions at end of year | 2016-12-31 | $3,503,394 |
Participant contributions at beginning of year | 2016-12-31 | $3,424,910 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $226,461 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $3,075 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $3,107 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $10,283 |
Other income not declared elsewhere | 2016-12-31 | $1,381,475 |
Administrative expenses (other) incurred | 2016-12-31 | $86,636 |
Total non interest bearing cash at end of year | 2016-12-31 | $70,203 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $72,459 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $7,133,903 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $188,453,734 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $181,319,831 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $139,311,826 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $133,018,718 |
Interest on participant loans | 2016-12-31 | $151,445 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $30,570,185 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $29,545,794 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $108,499 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $65,893 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $65,893 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $9,852,607 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $429,188 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $14,886,552 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $15,199,233 |
Contributions received in cash from employer | 2016-12-31 | $1,927,846 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $15,685,383 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | SQUAR MILNER |
Accountancy firm EIN | 2016-12-31 | 330835986 |
2015 : KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2015 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $10,283 |
Total income from all sources (including contributions) | 2015-12-31 | $11,450,603 |
Total of all expenses incurred | 2015-12-31 | $12,274,111 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $12,186,296 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $-3,860 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $9,701,159 |
Value of total assets at end of year | 2015-12-31 | $181,330,114 |
Value of total assets at beginning of year | 2015-12-31 | $182,143,339 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $91,675 |
Total interest from all sources | 2015-12-31 | $151,676 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $2,171,495 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $2,171,495 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $7,486,420 |
Participant contributions at end of year | 2015-12-31 | $3,424,910 |
Participant contributions at beginning of year | 2015-12-31 | $3,556,193 |
Participant contributions at beginning of year | 2015-12-31 | $209,319 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $279,733 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $3,107 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $10,283 |
Other income not declared elsewhere | 2015-12-31 | $50,229 |
Administrative expenses (other) incurred | 2015-12-31 | $91,675 |
Total non interest bearing cash at end of year | 2015-12-31 | $72,459 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $73,618 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-823,508 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $181,319,831 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $182,143,339 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $133,018,718 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $133,779,619 |
Income. Interest from US Government securities | 2015-12-31 | $151,670 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $29,545,794 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $29,145,039 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $65,893 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $200,415 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $200,415 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $6 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-647,342 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $23,386 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $15,199,233 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $15,179,136 |
Contributions received in cash from employer | 2015-12-31 | $1,935,006 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $12,186,296 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | SQUAR MILNER |
Accountancy firm EIN | 2015-12-31 | 330835986 |
2014 : KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2014 401k financial data | ||
Total transfer of assets to this plan | 2014-12-31 | $850,715 |
Total income from all sources (including contributions) | 2014-12-31 | $17,495,831 |
Total of all expenses incurred | 2014-12-31 | $10,525,487 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $10,432,314 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $4,973 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $9,868,884 |
Value of total assets at end of year | 2014-12-31 | $182,143,339 |
Value of total assets at beginning of year | 2014-12-31 | $174,322,280 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $88,200 |
Total interest from all sources | 2014-12-31 | $152,895 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,680,869 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,680,869 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $7,329,492 |
Participant contributions at end of year | 2014-12-31 | $3,556,193 |
Participant contributions at beginning of year | 2014-12-31 | $3,829,127 |
Participant contributions at end of year | 2014-12-31 | $209,319 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $695,513 |
Other income not declared elsewhere | 2014-12-31 | $-1,225,446 |
Administrative expenses (other) incurred | 2014-12-31 | $88,200 |
Total non interest bearing cash at end of year | 2014-12-31 | $73,618 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $78,801 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $6,970,344 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $182,143,339 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $174,322,280 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $133,779,619 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $125,197,487 |
Interest on participant loans | 2014-12-31 | $152,872 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $29,145,039 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $28,669,434 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $200,415 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $296,060 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $296,060 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $23 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $6,739,563 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $279,066 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $15,179,136 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $16,251,371 |
Contributions received in cash from employer | 2014-12-31 | $1,843,879 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $10,432,314 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | SQUAR MILNER |
Accountancy firm EIN | 2014-12-31 | 330835986 |
2013 : KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2013 401k financial data | ||
Total transfer of assets to this plan | 2013-12-31 | $8,625,955 |
Total income from all sources (including contributions) | 2013-12-31 | $36,871,145 |
Total of all expenses incurred | 2013-12-31 | $12,059,162 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $12,032,758 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $590 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $9,973,323 |
Value of total assets at end of year | 2013-12-31 | $174,322,280 |
Value of total assets at beginning of year | 2013-12-31 | $140,884,342 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $25,814 |
Total interest from all sources | 2013-12-31 | $169,367 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,327,522 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,327,522 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $6,971,612 |
Participant contributions at end of year | 2013-12-31 | $3,829,127 |
Participant contributions at beginning of year | 2013-12-31 | $3,661,111 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,156,835 |
Administrative expenses (other) incurred | 2013-12-31 | $25,814 |
Total non interest bearing cash at end of year | 2013-12-31 | $78,801 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $24,527 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $24,811,983 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $174,322,280 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $140,884,342 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $125,197,487 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $94,283,954 |
Interest on participant loans | 2013-12-31 | $169,339 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $28,669,434 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $27,656,952 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $296,060 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $262,840 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $262,840 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $28 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $25,116,794 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $284,139 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $16,251,371 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $14,994,958 |
Contributions received in cash from employer | 2013-12-31 | $1,844,876 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $12,032,758 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | SQUAR MILNER |
Accountancy firm EIN | 2013-12-31 | 330835986 |
2012 : KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2012 401k financial data | ||
Total transfer of assets to this plan | 2012-12-31 | $8,785,053 |
Total income from all sources (including contributions) | 2012-12-31 | $22,761,750 |
Total of all expenses incurred | 2012-12-31 | $10,123,093 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $10,105,703 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $135 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $8,617,854 |
Value of total assets at end of year | 2012-12-31 | $140,884,342 |
Value of total assets at beginning of year | 2012-12-31 | $119,460,632 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $17,255 |
Total interest from all sources | 2012-12-31 | $164,088 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,735,365 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $1,735,365 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $6,452,049 |
Participant contributions at end of year | 2012-12-31 | $3,661,111 |
Participant contributions at beginning of year | 2012-12-31 | $3,207,297 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $576,927 |
Other income not declared elsewhere | 2012-12-31 | $4,890,485 |
Administrative expenses (other) incurred | 2012-12-31 | $17,255 |
Total non interest bearing cash at end of year | 2012-12-31 | $24,527 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $12,638,657 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $140,884,342 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $119,460,632 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $94,283,954 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $78,992,139 |
Interest on participant loans | 2012-12-31 | $164,062 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $27,656,952 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $23,666,708 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $262,840 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $259,579 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $259,579 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $26 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $7,353,958 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $14,994,958 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $13,334,909 |
Contributions received in cash from employer | 2012-12-31 | $1,588,878 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $10,105,703 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | SQUAR MILNER |
Accountancy firm EIN | 2012-12-31 | 330835986 |
2011 : KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2011 401k financial data | ||
Total income from all sources (including contributions) | 2011-12-31 | $4,994,691 |
Total of all expenses incurred | 2011-12-31 | $10,555,142 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $10,541,049 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $1,494 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $8,956,027 |
Value of total assets at end of year | 2011-12-31 | $119,460,632 |
Value of total assets at beginning of year | 2011-12-31 | $125,021,083 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $12,599 |
Total interest from all sources | 2011-12-31 | $153,278 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,567,534 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $1,567,534 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $6,835,117 |
Participant contributions at end of year | 2011-12-31 | $3,207,297 |
Participant contributions at beginning of year | 2011-12-31 | $3,423,484 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $496,893 |
Other income not declared elsewhere | 2011-12-31 | $-3,638,866 |
Administrative expenses (other) incurred | 2011-12-31 | $12,599 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-5,560,451 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $119,460,632 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $125,021,083 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $78,992,139 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $80,982,963 |
Interest on participant loans | 2011-12-31 | $153,254 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $23,666,708 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $22,969,897 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $259,579 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $357,099 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $357,099 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $24 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-2,198,561 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $155,279 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $13,334,909 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $17,287,640 |
Contributions received in cash from employer | 2011-12-31 | $1,624,017 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $10,541,049 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | SQUAR MILNER |
Accountancy firm EIN | 2011-12-31 | 330835986 |
2010 : KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2010 401k financial data | ||
Total income from all sources (including contributions) | 2010-12-31 | $20,918,714 |
Total of all expenses incurred | 2010-12-31 | $7,487,584 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $7,453,200 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $27,207 |
Value of total corrective distributions | 2010-12-31 | $735 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $7,926,310 |
Value of total assets at end of year | 2010-12-31 | $125,021,083 |
Value of total assets at beginning of year | 2010-12-31 | $111,589,953 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $6,442 |
Total interest from all sources | 2010-12-31 | $254,284 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,784,939 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $1,784,939 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $6,580,740 |
Participant contributions at end of year | 2010-12-31 | $3,423,484 |
Participant contributions at beginning of year | 2010-12-31 | $3,570,984 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $279,565 |
Other income not declared elsewhere | 2010-12-31 | $4,766,595 |
Administrative expenses (other) incurred | 2010-12-31 | $6,442 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $13,431,130 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $125,021,083 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $111,589,953 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $80,982,963 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $91,560,898 |
Interest on participant loans | 2010-12-31 | $254,220 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $22,969,897 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $357,099 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $881,049 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $881,049 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $64 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $5,531,529 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $655,057 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $17,287,640 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $15,577,022 |
Contributions received in cash from employer | 2010-12-31 | $1,066,005 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $7,453,200 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | SQUAR MILNER |
Accountancy firm EIN | 2010-12-31 | 330835986 |
2022: KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: KYOCERA RETIREMENT SAVINGS AND STOCK BONUS PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |