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Plan Name | BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | BOURNS, INC. |
Employer identification number (EIN): | 951747120 |
NAIC Classification: | 335900 |
Additional information about BOURNS, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1996-04-05 |
Company Identification Number: | 0011489306 |
Legal Registered Office Address: |
1200 COLUMBIA AVE RIVERSIDE United States of America (USA) 92507 |
More information about BOURNS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2022-01-01 | ||||
003 | 2021-01-01 | ||||
003 | 2020-01-01 | ||||
003 | 2019-01-01 | ||||
003 | 2018-01-01 | ||||
003 | 2017-01-01 | CHRISTOPHER LA PUMA | |||
003 | 2016-01-01 | CHRISTOPHER LA PUMA | |||
003 | 2015-01-01 | KAREN SMARR | |||
003 | 2014-01-01 | KAREN J. SMARR | |||
003 | 2013-01-01 | KAREN J. SMARR | |||
003 | 2012-01-01 | KAREN SMARR | KAREN SMARR | 2013-10-08 | |
003 | 2011-01-01 | GERALD T YOUNG | |||
003 | 2010-01-01 | GERALD T YOUNG | |||
003 | 2009-01-01 | GERALD T YOUNG | GERALD T YOUNG | 2010-10-08 |
Measure | Date | Value |
---|---|---|
2022: BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 683 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 303 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 78 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 293 |
Total of all active and inactive participants | 2022-01-01 | 674 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 26 |
Total participants | 2022-01-01 | 700 |
Number of participants with account balances | 2022-01-01 | 671 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 8 |
2021: BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 672 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 284 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 90 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 282 |
Total of all active and inactive participants | 2021-01-01 | 656 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 27 |
Total participants | 2021-01-01 | 683 |
Number of participants with account balances | 2021-01-01 | 681 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 3 |
2020: BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 704 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 275 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 83 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 295 |
Total of all active and inactive participants | 2020-01-01 | 653 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 19 |
Total participants | 2020-01-01 | 672 |
Number of participants with account balances | 2020-01-01 | 651 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 8 |
2019: BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 701 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 298 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 88 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 300 |
Total of all active and inactive participants | 2019-01-01 | 686 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 18 |
Total participants | 2019-01-01 | 704 |
Number of participants with account balances | 2019-01-01 | 678 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 2 |
2018: BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 720 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 298 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 89 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 321 |
Total of all active and inactive participants | 2018-01-01 | 708 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 14 |
Total participants | 2018-01-01 | 722 |
Number of participants with account balances | 2018-01-01 | 702 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 9 |
2017: BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 704 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 307 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 89 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 313 |
Total of all active and inactive participants | 2017-01-01 | 709 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 11 |
Total participants | 2017-01-01 | 720 |
Number of participants with account balances | 2017-01-01 | 701 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 8 |
2016: BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 718 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 295 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 84 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 316 |
Total of all active and inactive participants | 2016-01-01 | 695 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 9 |
Total participants | 2016-01-01 | 704 |
Number of participants with account balances | 2016-01-01 | 689 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 10 |
2015: BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 735 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 304 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 76 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 329 |
Total of all active and inactive participants | 2015-01-01 | 709 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 9 |
Total participants | 2015-01-01 | 718 |
Number of participants with account balances | 2015-01-01 | 703 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 8 |
2014: BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 780 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 311 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 67 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 345 |
Total of all active and inactive participants | 2014-01-01 | 723 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 12 |
Total participants | 2014-01-01 | 735 |
Number of participants with account balances | 2014-01-01 | 714 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 6 |
2013: BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 814 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 303 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 67 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 394 |
Total of all active and inactive participants | 2013-01-01 | 764 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 16 |
Total participants | 2013-01-01 | 780 |
Number of participants with account balances | 2013-01-01 | 756 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 12 |
2012: BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 860 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 308 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 66 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 429 |
Total of all active and inactive participants | 2012-01-01 | 803 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 11 |
Total participants | 2012-01-01 | 814 |
Number of participants with account balances | 2012-01-01 | 793 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3 |
2011: BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 933 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 320 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 65 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 462 |
Total of all active and inactive participants | 2011-01-01 | 847 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 13 |
Total participants | 2011-01-01 | 860 |
Number of participants with account balances | 2011-01-01 | 839 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 15 |
2010: BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 1,000 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 314 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 66 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 543 |
Total of all active and inactive participants | 2010-01-01 | 923 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 10 |
Total participants | 2010-01-01 | 933 |
Number of participants with account balances | 2010-01-01 | 912 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 16 |
2009: BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 1,120 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 406 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 69 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 517 |
Total of all active and inactive participants | 2009-01-01 | 992 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 8 |
Total participants | 2009-01-01 | 1,000 |
Number of participants with account balances | 2009-01-01 | 983 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 43 |
Measure | Date | Value |
---|---|---|
2022 : BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-13,701,552 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $10,932,433 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $10,869,669 |
Value of total corrective distributions | 2022-12-31 | $4,559 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $6,743,130 |
Value of total assets at end of year | 2022-12-31 | $125,328,155 |
Value of total assets at beginning of year | 2022-12-31 | $149,962,140 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $58,205 |
Total interest from all sources | 2022-12-31 | $25,456 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $4,310,941 |
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 | $4,310,941 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $2,963,604 |
Participant contributions at end of year | 2022-12-31 | $564,676 |
Participant contributions at beginning of year | 2022-12-31 | $667,195 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $1,362,887 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $1,533,892 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $321,871 |
Other income not declared elsewhere | 2022-12-31 | $-239,190 |
Administrative expenses (other) incurred | 2022-12-31 | $58,205 |
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 | $-24,633,985 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $125,328,155 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $149,962,140 |
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 | $101,902,090 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $128,268,762 |
Interest on participant loans | 2022-12-31 | $25,456 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $19,298,502 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $17,442,291 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-24,817,217 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $275,328 |
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 | Yes |
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 | $3,457,655 |
Employer contributions (assets) at end of year | 2022-12-31 | $2,200,000 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $2,050,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $10,869,669 |
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 : BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $24,233,971 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $10,450,362 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $10,391,525 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $6,264,876 |
Value of total assets at end of year | 2021-12-31 | $149,962,140 |
Value of total assets at beginning of year | 2021-12-31 | $136,178,531 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $58,837 |
Total interest from all sources | 2021-12-31 | $30,339 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $10,142,641 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $10,142,641 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,702,333 |
Participant contributions at end of year | 2021-12-31 | $667,195 |
Participant contributions at beginning of year | 2021-12-31 | $628,858 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $1,533,892 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $2,069,602 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $379,245 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $156 |
Other income not declared elsewhere | 2021-12-31 | $554,749 |
Administrative expenses (other) incurred | 2021-12-31 | $58,837 |
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 | $13,783,609 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $149,962,140 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $136,178,531 |
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 | $128,268,762 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $113,798,546 |
Interest on participant loans | 2021-12-31 | $30,339 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $17,442,291 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $17,931,525 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $7,011,313 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $230,053 |
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 | Yes |
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 | $3,183,298 |
Employer contributions (assets) at end of year | 2021-12-31 | $2,050,000 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,750,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $10,391,369 |
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 : BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $22,196,601 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $9,299,496 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $9,242,904 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $5,362,048 |
Value of total assets at end of year | 2020-12-31 | $136,178,531 |
Value of total assets at beginning of year | 2020-12-31 | $123,281,426 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $56,592 |
Total interest from all sources | 2020-12-31 | $36,183 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $4,550,237 |
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 | $4,550,237 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $2,360,311 |
Participant contributions at end of year | 2020-12-31 | $628,858 |
Participant contributions at beginning of year | 2020-12-31 | $711,366 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $2,069,602 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $1,464,601 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $259,927 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $13,704 |
Other income not declared elsewhere | 2020-12-31 | $581,589 |
Administrative expenses (other) incurred | 2020-12-31 | $56,592 |
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 | $12,897,105 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $136,178,531 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $123,281,426 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $113,798,546 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $103,435,147 |
Interest on participant loans | 2020-12-31 | $36,183 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $17,931,525 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $16,670,312 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $11,326,086 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $340,458 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $2,741,810 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,750,000 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $9,229,200 |
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 | Disclaimer |
Accountancy firm name | 2020-12-31 | MOSS ADAMS, LLP |
Accountancy firm EIN | 2020-12-31 | 910189318 |
2019 : BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $24,903,046 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $9,277,632 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $9,240,507 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,522,941 |
Value of total assets at end of year | 2019-12-31 | $123,281,426 |
Value of total assets at beginning of year | 2019-12-31 | $107,656,012 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $37,125 |
Total interest from all sources | 2019-12-31 | $41,494 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $3,850,230 |
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 | $3,850,230 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $2,469,673 |
Participant contributions at end of year | 2019-12-31 | $711,366 |
Participant contributions at beginning of year | 2019-12-31 | $802,737 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $1,464,601 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $1,219,310 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $402 |
Other income not declared elsewhere | 2019-12-31 | $169,081 |
Administrative expenses (other) incurred | 2019-12-31 | $37,125 |
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 | $15,625,414 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $123,281,426 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $107,656,012 |
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 | $103,435,147 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $88,408,465 |
Interest on participant loans | 2019-12-31 | $41,494 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $16,670,312 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $15,625,500 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $15,943,152 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $376,148 |
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 |
Contributions received in cash from employer | 2019-12-31 | $2,052,866 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,000,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,600,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $9,240,507 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MOSS ADAMS, LLP |
Accountancy firm EIN | 2019-12-31 | 910189318 |
2018 : BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $1,644,880 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $11,134,681 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $11,096,847 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $5,728,693 |
Value of total assets at end of year | 2018-12-31 | $107,656,012 |
Value of total assets at beginning of year | 2018-12-31 | $117,145,813 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $37,834 |
Total interest from all sources | 2018-12-31 | $41,581 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $4,433,623 |
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 | $4,433,623 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $2,477,243 |
Participant contributions at end of year | 2018-12-31 | $802,737 |
Participant contributions at beginning of year | 2018-12-31 | $907,404 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $107 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $612,232 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $7,451 |
Other income not declared elsewhere | 2018-12-31 | $-54,970 |
Administrative expenses (other) incurred | 2018-12-31 | $37,834 |
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 | $-9,489,801 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $107,656,012 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $117,145,813 |
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 | $88,408,465 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $98,243,348 |
Interest on participant loans | 2018-12-31 | $41,581 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $15,625,500 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $15,309,336 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-8,829,399 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $325,352 |
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 |
Contributions received in cash from employer | 2018-12-31 | $2,639,218 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,600,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,500,085 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $11,089,396 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $1,219,310 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $1,185,533 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | MOSS ADAMS, LLP |
Accountancy firm EIN | 2018-12-31 | 910189318 |
2017 : BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $20,526,378 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $5,792,300 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $5,759,667 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $5,193,720 |
Value of total assets at end of year | 2017-12-31 | $117,145,813 |
Value of total assets at beginning of year | 2017-12-31 | $102,411,735 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $32,633 |
Total interest from all sources | 2017-12-31 | $37,646 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $3,453,177 |
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 | $3,453,177 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $2,282,159 |
Participant contributions at end of year | 2017-12-31 | $907,404 |
Participant contributions at beginning of year | 2017-12-31 | $828,966 |
Participant contributions at end of year | 2017-12-31 | $107 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $437,182 |
Other income not declared elsewhere | 2017-12-31 | $103,658 |
Administrative expenses (other) incurred | 2017-12-31 | $32,633 |
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 | $14,734,078 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $117,145,813 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $102,411,735 |
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 | $98,243,348 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $82,995,891 |
Interest on participant loans | 2017-12-31 | $37,646 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $15,309,336 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $16,294,513 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $11,454,370 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $283,807 |
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 |
Contributions received in cash from employer | 2017-12-31 | $2,474,379 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,500,085 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,100,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $5,759,667 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $1,185,533 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $1,192,365 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | MOSS ADAMS, LLP |
Accountancy firm EIN | 2017-12-31 | 910189318 |
2016 : BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $11,937,908 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $4,672,614 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $4,642,009 |
Value of total corrective distributions | 2016-12-31 | $590 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $4,714,980 |
Value of total assets at end of year | 2016-12-31 | $102,411,735 |
Value of total assets at beginning of year | 2016-12-31 | $95,146,441 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $30,015 |
Total interest from all sources | 2016-12-31 | $39,952 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $2,773,765 |
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 | $2,773,765 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $2,119,521 |
Participant contributions at end of year | 2016-12-31 | $828,966 |
Participant contributions at beginning of year | 2016-12-31 | $944,018 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $584,114 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $46,339 |
Other income not declared elsewhere | 2016-12-31 | $60,464 |
Administrative expenses (other) incurred | 2016-12-31 | $30,015 |
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 | $7,265,294 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $102,411,735 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $95,146,441 |
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 | $82,995,891 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $76,251,274 |
Interest on participant loans | 2016-12-31 | $39,952 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $16,294,513 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $16,297,355 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $4,042,465 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $306,282 |
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 |
Contributions received in cash from employer | 2016-12-31 | $2,011,345 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,100,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $900,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $4,595,670 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $1,192,365 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $753,794 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | MOSS ADAMS, LLP |
Accountancy firm EIN | 2016-12-31 | 910189318 |
2015 : BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $4,157,218 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $7,984,153 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $7,952,163 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $4,234,930 |
Value of total assets at end of year | 2015-12-31 | $95,146,441 |
Value of total assets at beginning of year | 2015-12-31 | $98,973,376 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $31,990 |
Total interest from all sources | 2015-12-31 | $40,921 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $3,132,110 |
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 | $3,132,110 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $2,088,616 |
Participant contributions at end of year | 2015-12-31 | $944,018 |
Participant contributions at beginning of year | 2015-12-31 | $980,751 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $298,854 |
Other income not declared elsewhere | 2015-12-31 | $-37,198 |
Administrative expenses (other) incurred | 2015-12-31 | $31,990 |
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 | $-3,826,935 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $95,146,441 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $98,973,376 |
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 | $76,251,274 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $80,128,505 |
Interest on participant loans | 2015-12-31 | $40,921 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $16,297,355 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $16,057,165 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-3,516,028 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $302,483 |
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 |
Contributions received in cash from employer | 2015-12-31 | $1,847,460 |
Employer contributions (assets) at end of year | 2015-12-31 | $900,000 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $1,305,746 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $7,952,163 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $753,794 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $501,209 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $281,729 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $281,729 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | MOSS ADAMS, LLP |
Accountancy firm EIN | 2015-12-31 | 910189318 |
2014 : BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $11,266,804 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $11,742,752 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $11,710,200 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $4,260,161 |
Value of total assets at end of year | 2014-12-31 | $98,973,376 |
Value of total assets at beginning of year | 2014-12-31 | $99,449,324 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $32,552 |
Total interest from all sources | 2014-12-31 | $40,363 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $3,024,844 |
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 | $3,024,844 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,918,739 |
Participant contributions at end of year | 2014-12-31 | $980,751 |
Participant contributions at beginning of year | 2014-12-31 | $1,039,201 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $188,829 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $20,090 |
Administrative expenses (other) incurred | 2014-12-31 | $32,552 |
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 | $-475,948 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $98,973,376 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $99,449,324 |
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 | $80,128,505 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $78,842,345 |
Interest on participant loans | 2014-12-31 | $40,363 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $16,057,165 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $17,942,481 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $3,637,172 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $304,264 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $2,152,593 |
Employer contributions (assets) at end of year | 2014-12-31 | $1,305,746 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $1,200,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $11,690,110 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $501,209 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $425,297 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2014-12-31 | 366055558 |
2013 : BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $23,506 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $23,506 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $18,338,597 |
Total loss/gain on sale of assets | 2013-12-31 | $62,468 |
Total of all expenses incurred | 2013-12-31 | $9,522,390 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $9,486,219 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $4,247,357 |
Value of total assets at end of year | 2013-12-31 | $99,449,324 |
Value of total assets at beginning of year | 2013-12-31 | $90,633,117 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $36,171 |
Total interest from all sources | 2013-12-31 | $42,385 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $2,298,956 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $2,293,811 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,936,384 |
Participant contributions at end of year | 2013-12-31 | $1,039,201 |
Participant contributions at beginning of year | 2013-12-31 | $950,185 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $250,624 |
Administrative expenses (other) incurred | 2013-12-31 | $36,171 |
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 | $8,816,207 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $99,449,324 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $90,633,117 |
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 | $78,842,345 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $70,300,636 |
Interest on participant loans | 2013-12-31 | $42,385 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $17,942,481 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $18,105,532 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $11,353,112 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $310,813 |
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 |
Contributions received in cash from employer | 2013-12-31 | $2,060,349 |
Employer contributions (assets) at end of year | 2013-12-31 | $1,200,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $900,000 |
Income. Dividends from common stock | 2013-12-31 | $5,145 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $9,486,219 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $425,297 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $376,764 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $1,093,162 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $1,030,694 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2013-12-31 | 366055558 |
2012 : BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $-76,597 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $-76,597 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $12,074,058 |
Total loss/gain on sale of assets | 2012-12-31 | $45,996 |
Total of all expenses incurred | 2012-12-31 | $8,841,068 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $8,807,521 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,976,290 |
Value of total assets at end of year | 2012-12-31 | $90,633,117 |
Value of total assets at beginning of year | 2012-12-31 | $87,400,127 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $33,547 |
Total interest from all sources | 2012-12-31 | $43,055 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,578,503 |
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 | $1,572,680 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,922,428 |
Participant contributions at end of year | 2012-12-31 | $950,185 |
Participant contributions at beginning of year | 2012-12-31 | $1,088,658 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $265,474 |
Administrative expenses (other) incurred | 2012-12-31 | $33,547 |
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 | $3,232,990 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $90,633,117 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $87,400,127 |
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 | $70,300,636 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $66,095,677 |
Interest on participant loans | 2012-12-31 | $43,055 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $18,105,532 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $18,359,139 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $6,086,287 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $420,524 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,788,388 |
Employer contributions (assets) at end of year | 2012-12-31 | $900,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $1,350,000 |
Income. Dividends from common stock | 2012-12-31 | $5,823 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $8,807,521 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $376,764 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $506,653 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $1,710,040 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $1,664,044 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2012-12-31 | 366055558 |
2011 : BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-60,170 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-60,170 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $5,097,639 |
Total loss/gain on sale of assets | 2011-12-31 | $-152,164 |
Total of all expenses incurred | 2011-12-31 | $8,628,522 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $8,591,163 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $4,679,632 |
Value of total assets at end of year | 2011-12-31 | $87,400,127 |
Value of total assets at beginning of year | 2011-12-31 | $90,931,010 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $37,359 |
Total interest from all sources | 2011-12-31 | $47,117 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,602,392 |
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 | $1,595,197 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,829,258 |
Participant contributions at end of year | 2011-12-31 | $1,088,658 |
Participant contributions at beginning of year | 2011-12-31 | $949,003 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $646,230 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $6,180 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $0 |
Administrative expenses (other) incurred | 2011-12-31 | $37,359 |
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 | $-3,530,883 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $87,400,127 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $90,931,010 |
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 | $66,095,677 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $69,332,426 |
Interest on participant loans | 2011-12-31 | $47,117 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $18,359,139 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $18,240,903 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,546,395 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $527,227 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $2,204,144 |
Employer contributions (assets) at end of year | 2011-12-31 | $1,350,000 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $1,500,000 |
Income. Dividends from common stock | 2011-12-31 | $7,195 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $8,584,983 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $506,653 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $908,678 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $1,343,154 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $1,495,318 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2011-12-31 | 366055558 |
2010 : BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $86,643 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $86,643 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $805,700 |
Total income from all sources (including contributions) | 2010-12-31 | $11,817,985 |
Total loss/gain on sale of assets | 2010-12-31 | $-136,014 |
Total of all expenses incurred | 2010-12-31 | $10,610,311 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $10,569,233 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $4,395,693 |
Value of total assets at end of year | 2010-12-31 | $90,931,010 |
Value of total assets at beginning of year | 2010-12-31 | $90,529,036 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $41,078 |
Total interest from all sources | 2010-12-31 | $60,520 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,319,524 |
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 | $1,313,704 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
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 | $1,971,466 |
Participant contributions at end of year | 2010-12-31 | $949,003 |
Participant contributions at beginning of year | 2010-12-31 | $1,163,932 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $47,949 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $1,060 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $801,138 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $805,700 |
Administrative expenses (other) incurred | 2010-12-31 | $41,078 |
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 | $1,207,674 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $90,931,010 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $89,723,336 |
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 | $69,332,426 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $67,614,487 |
Interest on participant loans | 2010-12-31 | $60,520 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $18,240,903 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $19,378,517 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $5,565,933 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $525,686 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
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 |
Contributions received in cash from employer | 2010-12-31 | $2,376,278 |
Employer contributions (assets) at end of year | 2010-12-31 | $1,500,000 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $500,815 |
Income. Dividends from common stock | 2010-12-31 | $5,820 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $10,568,173 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $908,678 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $1,070,147 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $6,054,453 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $6,190,467 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2010-12-31 | 366055558 |
2022: BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS 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: BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS 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: BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |