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Plan Name | ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | ENERSYS INC. |
Employer identification number (EIN): | 952388156 |
NAIC Classification: | 335900 |
Additional information about ENERSYS INC.
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 1998-08-27 |
Company Identification Number: | F135093 |
Legal Registered Office Address: |
100 Shockoe Slip Fl 2 Richmond United States of America (USA) 23219-4100 |
More information about ENERSYS INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2022-04-01 | TORINNE RIEBEL | 2024-01-08 | ||
003 | 2021-04-01 | MICHAEL LANNUTTI | 2022-10-31 | ||
003 | 2020-04-01 | MICHAEL LANNUTTI | 2021-10-21 | ||
003 | 2019-04-01 | MICHAEL LANNUTTI | 2020-12-21 | ||
003 | 2018-04-01 | MICHAEL LANNUTTI | 2019-12-19 | ||
003 | 2017-04-01 | ||||
003 | 2016-04-01 | ||||
003 | 2015-04-01 | ||||
003 | 2014-04-01 | ||||
003 | 2013-04-01 | THEODORE FRIES | |||
003 | 2012-04-01 | THEODORE FRIES | |||
003 | 2011-04-01 | THEODORE FRIES | |||
003 | 2010-04-01 | THEODORE FRIES | |||
003 | 2009-04-01 | LAURA HREBENAK |
Measure | Date | Value |
---|---|---|
2023: ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2023 401k membership | ||
Market value of plan assets | 2023-03-31 | 5,188,218 |
Acturial value of plan assets | 2023-03-31 | 4,774,731 |
Funding target for retired participants and beneficiaries receiving payment | 2023-03-31 | 2,520,177 |
Number of terminated vested participants | 2023-03-31 | 72 |
Fundng target for terminated vested participants | 2023-03-31 | 2,090,045 |
Active participant vested funding target | 2023-03-31 | 14,638 |
Number of active participants | 2023-03-31 | 1 |
Total funding liabilities for active participants | 2023-03-31 | 14,638 |
Total participant count | 2023-03-31 | 129 |
Total funding target for all participants | 2023-03-31 | 4,624,860 |
Balance at beginning of prior year after applicable adjustments | 2023-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2023-03-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2023-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2023-03-31 | 0 |
Amount remaining of carryover balance | 2023-03-31 | 0 |
Amount remaining of prefunding balance | 2023-03-31 | 0 |
Present value of excess contributions | 2023-03-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-03-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2023-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2023-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2023-03-31 | 0 |
Balance of carryovers at beginning of current year | 2023-03-31 | 0 |
Balance of prefunding at beginning of current year | 2023-03-31 | 0 |
Total employer contributions | 2023-03-31 | 0 |
Total employee contributions | 2023-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2023-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2023-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2023-03-31 | 0 |
Unpaid minimum required contributions for all prior years | 2023-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2023-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2023-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2023-03-31 | 132,000 |
Net shortfall amortization installment of oustanding balance | 2023-03-31 | 0 |
Waiver amortization installment | 2023-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2023-03-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2023-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2023-03-31 | 0 |
Additional cash requirement | 2023-03-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2023-03-31 | 0 |
Unpaid minimum required contributions for current year | 2023-03-31 | 0 |
Unpaid minimum required contributions for all years | 2023-03-31 | 0 |
2022: ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-04-01 | 129 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 1 |
Number of retired or separated participants receiving benefits | 2022-04-01 | 53 |
Number of other retired or separated participants entitled to future benefits | 2022-04-01 | 66 |
Total of all active and inactive participants | 2022-04-01 | 120 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-04-01 | 8 |
Total participants | 2022-04-01 | 128 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-04-01 | 0 |
Market value of plan assets | 2022-03-31 | 5,282,462 |
Acturial value of plan assets | 2022-03-31 | 4,754,216 |
Funding target for retired participants and beneficiaries receiving payment | 2022-03-31 | 2,470,481 |
Number of terminated vested participants | 2022-03-31 | 75 |
Fundng target for terminated vested participants | 2022-03-31 | 2,011,126 |
Active participant vested funding target | 2022-03-31 | 13,459 |
Number of active participants | 2022-03-31 | 1 |
Total funding liabilities for active participants | 2022-03-31 | 13,459 |
Total participant count | 2022-03-31 | 131 |
Total funding target for all participants | 2022-03-31 | 4,495,066 |
Balance at beginning of prior year after applicable adjustments | 2022-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-03-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-03-31 | 0 |
Amount remaining of carryover balance | 2022-03-31 | 0 |
Amount remaining of prefunding balance | 2022-03-31 | 0 |
Present value of excess contributions | 2022-03-31 | 17 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-03-31 | 18 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-03-31 | 0 |
Balance of carryovers at beginning of current year | 2022-03-31 | 0 |
Balance of prefunding at beginning of current year | 2022-03-31 | 0 |
Total employer contributions | 2022-03-31 | 0 |
Total employee contributions | 2022-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-03-31 | 0 |
Liquidity shortfalls end of Q1 | 2022-03-31 | 0 |
Liquidity shortfalls end of Q2 | 2022-03-31 | 0 |
Liquidity shortfalls end of Q3 | 2022-03-31 | 0 |
Liquidity shortfalls end of Q4 | 2022-03-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-03-31 | 106,000 |
Net shortfall amortization installment of oustanding balance | 2022-03-31 | 0 |
Waiver amortization installment | 2022-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-03-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-03-31 | 0 |
Additional cash requirement | 2022-03-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-03-31 | 0 |
Unpaid minimum required contributions for current year | 2022-03-31 | 0 |
Unpaid minimum required contributions for all years | 2022-03-31 | 0 |
2021: ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-04-01 | 131 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 1 |
Number of retired or separated participants receiving benefits | 2021-04-01 | 50 |
Number of other retired or separated participants entitled to future benefits | 2021-04-01 | 71 |
Total of all active and inactive participants | 2021-04-01 | 122 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-04-01 | 7 |
Total participants | 2021-04-01 | 129 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-04-01 | 0 |
Market value of plan assets | 2021-03-31 | 3,919,762 |
Acturial value of plan assets | 2021-03-31 | 4,235,025 |
Funding target for retired participants and beneficiaries receiving payment | 2021-03-31 | 2,601,451 |
Number of terminated vested participants | 2021-03-31 | 76 |
Fundng target for terminated vested participants | 2021-03-31 | 2,003,025 |
Active participant vested funding target | 2021-03-31 | 12,795 |
Number of active participants | 2021-03-31 | 1 |
Total funding liabilities for active participants | 2021-03-31 | 12,968 |
Total participant count | 2021-03-31 | 133 |
Total funding target for all participants | 2021-03-31 | 4,617,444 |
Balance at beginning of prior year after applicable adjustments | 2021-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-03-31 | 35,020 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-03-31 | 35,020 |
Amount remaining of carryover balance | 2021-03-31 | 0 |
Amount remaining of prefunding balance | 2021-03-31 | 0 |
Present value of excess contributions | 2021-03-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-03-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-03-31 | 0 |
Balance of carryovers at beginning of current year | 2021-03-31 | 0 |
Balance of prefunding at beginning of current year | 2021-03-31 | 0 |
Total employer contributions | 2021-03-31 | 211,856 |
Total employee contributions | 2021-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-03-31 | 202,190 |
Liquidity shortfalls end of Q1 | 2021-03-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-03-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-03-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-03-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-03-31 | 137,000 |
Net shortfall amortization installment of oustanding balance | 2021-03-31 | 382,419 |
Waiver amortization installment | 2021-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-03-31 | 202,173 |
Carryover balance elected to use to offset funding requirement | 2021-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-03-31 | 0 |
Additional cash requirement | 2021-03-31 | 202,173 |
Contributions allocatedtoward minimum required contributions for current year | 2021-03-31 | 202,190 |
Unpaid minimum required contributions for current year | 2021-03-31 | 0 |
Unpaid minimum required contributions for all years | 2021-03-31 | 0 |
2020: ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-04-01 | 133 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 1 |
Number of retired or separated participants receiving benefits | 2020-04-01 | 49 |
Number of other retired or separated participants entitled to future benefits | 2020-04-01 | 74 |
Total of all active and inactive participants | 2020-04-01 | 124 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-04-01 | 7 |
Total participants | 2020-04-01 | 131 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-04-01 | 0 |
Market value of plan assets | 2020-03-31 | 4,353,208 |
Acturial value of plan assets | 2020-03-31 | 4,353,208 |
Funding target for retired participants and beneficiaries receiving payment | 2020-03-31 | 2,492,279 |
Number of terminated vested participants | 2020-03-31 | 79 |
Fundng target for terminated vested participants | 2020-03-31 | 1,980,517 |
Active participant vested funding target | 2020-03-31 | 11,823 |
Number of active participants | 2020-03-31 | 1 |
Total funding liabilities for active participants | 2020-03-31 | 11,989 |
Total participant count | 2020-03-31 | 133 |
Total funding target for all participants | 2020-03-31 | 4,484,785 |
Balance at beginning of prior year after applicable adjustments | 2020-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-03-31 | 33,157 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-03-31 | 0 |
Amount remaining of carryover balance | 2020-03-31 | 0 |
Amount remaining of prefunding balance | 2020-03-31 | 33,157 |
Present value of excess contributions | 2020-03-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-03-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-03-31 | 0 |
Balance of carryovers at beginning of current year | 2020-03-31 | 0 |
Balance of prefunding at beginning of current year | 2020-03-31 | 35,020 |
Total employer contributions | 2020-03-31 | 114,190 |
Total employee contributions | 2020-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-03-31 | 104,050 |
Unpaid minimum required contributions for all prior years | 2020-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-03-31 | 112,000 |
Net shortfall amortization installment of oustanding balance | 2020-03-31 | 166,597 |
Waiver amortization installment | 2020-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-03-31 | 139,070 |
Carryover balance elected to use to offset funding requirement | 2020-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-03-31 | 35,020 |
Additional cash requirement | 2020-03-31 | 104,050 |
Contributions allocatedtoward minimum required contributions for current year | 2020-03-31 | 104,050 |
Unpaid minimum required contributions for current year | 2020-03-31 | 0 |
Unpaid minimum required contributions for all years | 2020-03-31 | 0 |
2019: ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-04-01 | 133 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-04-01 | 1 |
Number of retired or separated participants receiving benefits | 2019-04-01 | 50 |
Number of other retired or separated participants entitled to future benefits | 2019-04-01 | 76 |
Total of all active and inactive participants | 2019-04-01 | 127 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-04-01 | 6 |
Total participants | 2019-04-01 | 133 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-04-01 | 0 |
Market value of plan assets | 2019-03-31 | 4,419,115 |
Acturial value of plan assets | 2019-03-31 | 4,419,115 |
Funding target for retired participants and beneficiaries receiving payment | 2019-03-31 | 2,089,143 |
Number of terminated vested participants | 2019-03-31 | 87 |
Fundng target for terminated vested participants | 2019-03-31 | 2,145,603 |
Active participant vested funding target | 2019-03-31 | 10,679 |
Number of active participants | 2019-03-31 | 1 |
Total funding liabilities for active participants | 2019-03-31 | 10,848 |
Total participant count | 2019-03-31 | 133 |
Total funding target for all participants | 2019-03-31 | 4,245,594 |
Balance at beginning of prior year after applicable adjustments | 2019-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-03-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-03-31 | 0 |
Amount remaining of carryover balance | 2019-03-31 | 0 |
Amount remaining of prefunding balance | 2019-03-31 | 0 |
Present value of excess contributions | 2019-03-31 | 31,286 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-03-31 | 33,157 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-03-31 | 33,157 |
Reductions in caryover balances due to elections or deemed elections | 2019-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-03-31 | 0 |
Balance of carryovers at beginning of current year | 2019-03-31 | 0 |
Balance of prefunding at beginning of current year | 2019-03-31 | 33,157 |
Total employer contributions | 2019-03-31 | 0 |
Total employee contributions | 2019-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-03-31 | 0 |
Liquidity shortfalls end of Q1 | 2019-03-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-03-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-03-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-03-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-03-31 | 98,000 |
Net shortfall amortization installment of oustanding balance | 2019-03-31 | 0 |
Waiver amortization installment | 2019-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-03-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2019-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-03-31 | 0 |
Additional cash requirement | 2019-03-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-03-31 | 0 |
Unpaid minimum required contributions for current year | 2019-03-31 | 0 |
Unpaid minimum required contributions for all years | 2019-03-31 | 0 |
2018: ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-04-01 | 133 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 1 |
Number of retired or separated participants receiving benefits | 2018-04-01 | 47 |
Number of other retired or separated participants entitled to future benefits | 2018-04-01 | 79 |
Total of all active and inactive participants | 2018-04-01 | 127 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-04-01 | 6 |
Total participants | 2018-04-01 | 133 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-04-01 | 0 |
Market value of plan assets | 2018-03-31 | 4,001,634 |
Acturial value of plan assets | 2018-03-31 | 4,001,634 |
Funding target for retired participants and beneficiaries receiving payment | 2018-03-31 | 1,996,721 |
Number of terminated vested participants | 2018-03-31 | 89 |
Fundng target for terminated vested participants | 2018-03-31 | 2,068,907 |
Active participant vested funding target | 2018-03-31 | 9,698 |
Number of active participants | 2018-03-31 | 1 |
Total funding liabilities for active participants | 2018-03-31 | 9,866 |
Total participant count | 2018-03-31 | 134 |
Total funding target for all participants | 2018-03-31 | 4,075,494 |
Balance at beginning of prior year after applicable adjustments | 2018-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-03-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-03-31 | 0 |
Amount remaining of carryover balance | 2018-03-31 | 0 |
Amount remaining of prefunding balance | 2018-03-31 | 0 |
Present value of excess contributions | 2018-03-31 | 281 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-03-31 | 298 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-03-31 | 0 |
Balance of carryovers at beginning of current year | 2018-03-31 | 0 |
Balance of prefunding at beginning of current year | 2018-03-31 | 0 |
Total employer contributions | 2018-03-31 | 172,299 |
Total employee contributions | 2018-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-03-31 | 165,491 |
Liquidity shortfalls end of Q1 | 2018-03-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-03-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-03-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-03-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-03-31 | 114,000 |
Net shortfall amortization installment of oustanding balance | 2018-03-31 | 73,860 |
Waiver amortization installment | 2018-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-03-31 | 134,205 |
Carryover balance elected to use to offset funding requirement | 2018-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-03-31 | 0 |
Additional cash requirement | 2018-03-31 | 134,205 |
Contributions allocatedtoward minimum required contributions for current year | 2018-03-31 | 165,491 |
Unpaid minimum required contributions for current year | 2018-03-31 | 0 |
Unpaid minimum required contributions for all years | 2018-03-31 | 0 |
2017: ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-04-01 | 134 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 1 |
Number of retired or separated participants receiving benefits | 2017-04-01 | 42 |
Number of other retired or separated participants entitled to future benefits | 2017-04-01 | 85 |
Total of all active and inactive participants | 2017-04-01 | 128 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-04-01 | 5 |
Total participants | 2017-04-01 | 133 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-04-01 | 0 |
Market value of plan assets | 2017-03-31 | 3,698,214 |
Acturial value of plan assets | 2017-03-31 | 3,698,214 |
Funding target for retired participants and beneficiaries receiving payment | 2017-03-31 | 1,477,733 |
Number of terminated vested participants | 2017-03-31 | 50 |
Fundng target for terminated vested participants | 2017-03-31 | 808,015 |
Active participant vested funding target | 2017-03-31 | 1,740,739 |
Number of active participants | 2017-03-31 | 60 |
Total funding liabilities for active participants | 2017-03-31 | 1,740,739 |
Total participant count | 2017-03-31 | 147 |
Total funding target for all participants | 2017-03-31 | 4,026,487 |
Balance at beginning of prior year after applicable adjustments | 2017-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-03-31 | 16,175 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-03-31 | 16,175 |
Amount remaining of carryover balance | 2017-03-31 | 0 |
Amount remaining of prefunding balance | 2017-03-31 | 0 |
Present value of excess contributions | 2017-03-31 | 157 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-03-31 | 155 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-03-31 | 0 |
Balance of carryovers at beginning of current year | 2017-03-31 | 0 |
Balance of prefunding at beginning of current year | 2017-03-31 | 0 |
Total employer contributions | 2017-03-31 | 172,480 |
Total employee contributions | 2017-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-03-31 | 166,096 |
Liquidity shortfalls end of Q1 | 2017-03-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-03-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-03-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-03-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-03-31 | 110,138 |
Net shortfall amortization installment of oustanding balance | 2017-03-31 | 328,273 |
Waiver amortization installment | 2017-03-31 | 0 |
Waived amount of outstanding balance | 2017-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-03-31 | 165,815 |
Carryover balance elected to use to offset funding requirement | 2017-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-03-31 | 0 |
Additional cash requirement | 2017-03-31 | 165,815 |
Contributions allocatedtoward minimum required contributions for current year | 2017-03-31 | 166,096 |
Unpaid minimum required contributions for current year | 2017-03-31 | 0 |
Unpaid minimum required contributions for all years | 2017-03-31 | 0 |
2016: ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-04-01 | 147 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 1 |
Number of retired or separated participants receiving benefits | 2016-04-01 | 41 |
Number of other retired or separated participants entitled to future benefits | 2016-04-01 | 87 |
Total of all active and inactive participants | 2016-04-01 | 129 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-04-01 | 5 |
Total participants | 2016-04-01 | 134 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-04-01 | 0 |
2015: ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-04-01 | 148 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 60 |
Number of retired or separated participants receiving benefits | 2015-04-01 | 33 |
Number of other retired or separated participants entitled to future benefits | 2015-04-01 | 48 |
Total of all active and inactive participants | 2015-04-01 | 141 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-04-01 | 6 |
Total participants | 2015-04-01 | 147 |
2014: ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-04-01 | 152 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 80 |
Number of retired or separated participants receiving benefits | 2014-04-01 | 31 |
Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 31 |
Total of all active and inactive participants | 2014-04-01 | 142 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-04-01 | 6 |
Total participants | 2014-04-01 | 148 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-04-01 | 14 |
2013: ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-04-01 | 150 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 92 |
Number of retired or separated participants receiving benefits | 2013-04-01 | 24 |
Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 30 |
Total of all active and inactive participants | 2013-04-01 | 146 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-04-01 | 6 |
Total participants | 2013-04-01 | 152 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-04-01 | 6 |
2012: ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-04-01 | 151 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 92 |
Number of retired or separated participants receiving benefits | 2012-04-01 | 22 |
Number of other retired or separated participants entitled to future benefits | 2012-04-01 | 30 |
Total of all active and inactive participants | 2012-04-01 | 144 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-04-01 | 6 |
Total participants | 2012-04-01 | 150 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-04-01 | 4 |
2011: ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-04-01 | 133 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 91 |
Number of retired or separated participants receiving benefits | 2011-04-01 | 22 |
Number of other retired or separated participants entitled to future benefits | 2011-04-01 | 33 |
Total of all active and inactive participants | 2011-04-01 | 146 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-04-01 | 5 |
Total participants | 2011-04-01 | 151 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-04-01 | 2 |
2010: ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-04-01 | 135 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-04-01 | 71 |
Number of retired or separated participants receiving benefits | 2010-04-01 | 22 |
Number of other retired or separated participants entitled to future benefits | 2010-04-01 | 37 |
Total of all active and inactive participants | 2010-04-01 | 130 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-04-01 | 3 |
Total participants | 2010-04-01 | 133 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-04-01 | 0 |
2009: ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-04-01 | 157 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 61 |
Number of retired or separated participants receiving benefits | 2009-04-01 | 20 |
Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 51 |
Total of all active and inactive participants | 2009-04-01 | 132 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-04-01 | 3 |
Total participants | 2009-04-01 | 135 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-04-01 | 0 |
Measure | Date | Value |
---|---|---|
2023 : ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2023 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2023-03-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2023-03-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2023-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-31 | $0 |
Expenses. Interest paid | 2023-03-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2023-03-31 | $0 |
Total income from all sources (including contributions) | 2023-03-31 | $-435,122 |
Total loss/gain on sale of assets | 2023-03-31 | $0 |
Total of all expenses incurred | 2023-03-31 | $241,373 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-03-31 | $241,373 |
Expenses. Certain deemed distributions of participant loans | 2023-03-31 | $0 |
Value of total corrective distributions | 2023-03-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-03-31 | $0 |
Value of total assets at end of year | 2023-03-31 | $4,511,723 |
Value of total assets at beginning of year | 2023-03-31 | $5,188,218 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-03-31 | $0 |
Total interest from all sources | 2023-03-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-03-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-03-31 | $0 |
Assets. Real estate other than employer real property at end of year | 2023-03-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2023-03-31 | $0 |
Administrative expenses professional fees incurred | 2023-03-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2023-03-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2023-03-31 | $0 |
Was this plan covered by a fidelity bond | 2023-03-31 | Yes |
Value of fidelity bond cover | 2023-03-31 | $5,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2023-03-31 | No |
Contributions received from participants | 2023-03-31 | $0 |
Participant contributions at end of year | 2023-03-31 | $0 |
Participant contributions at beginning of year | 2023-03-31 | $0 |
Participant contributions at end of year | 2023-03-31 | $0 |
Participant contributions at beginning of year | 2023-03-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2023-03-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2023-03-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-03-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-03-31 | $96,280 |
Assets. Loans (other than to participants) at end of year | 2023-03-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2023-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-03-31 | $0 |
Other income not declared elsewhere | 2023-03-31 | $0 |
Administrative expenses (other) incurred | 2023-03-31 | $0 |
Liabilities. Value of operating payables at end of year | 2023-03-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2023-03-31 | $0 |
Total non interest bearing cash at end of year | 2023-03-31 | $0 |
Total non interest bearing cash at beginning of year | 2023-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
Income. Non cash contributions | 2023-03-31 | $0 |
Value of net income/loss | 2023-03-31 | $-676,495 |
Value of net assets at end of year (total assets less liabilities) | 2023-03-31 | $4,511,723 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-03-31 | $5,188,218 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-03-31 | No |
Assets. partnership/joint venture interests at end of year | 2023-03-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2023-03-31 | $0 |
Investment advisory and management fees | 2023-03-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-03-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-03-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2023-03-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2023-03-31 | $0 |
Interest on participant loans | 2023-03-31 | $0 |
Income. Interest from loans (other than to participants) | 2023-03-31 | $0 |
Interest earned on other investments | 2023-03-31 | $0 |
Income. Interest from US Government securities | 2023-03-31 | $0 |
Income. Interest from corporate debt instruments | 2023-03-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2023-03-31 | $4,511,723 |
Value of interest in master investment trust accounts at beginning of year | 2023-03-31 | $5,091,938 |
Value of interest in common/collective trusts at end of year | 2023-03-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2023-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-03-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-03-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-03-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2023-03-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2023-03-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-03-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-03-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2023-03-31 | $0 |
Asset value of US Government securities at end of year | 2023-03-31 | $0 |
Asset value of US Government securities at beginning of year | 2023-03-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-03-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2023-03-31 | $0 |
Net investment gain or loss from common/collective trusts | 2023-03-31 | $0 |
Net gain/loss from 103.12 investment entities | 2023-03-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-03-31 | No |
Assets. Invements in employer securities at end of year | 2023-03-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2023-03-31 | $0 |
Assets. Value of employer real property at end of year | 2023-03-31 | $0 |
Assets. Value of employer real property at beginning of year | 2023-03-31 | $0 |
Contributions received in cash from employer | 2023-03-31 | $0 |
Employer contributions (assets) at end of year | 2023-03-31 | $0 |
Employer contributions (assets) at beginning of year | 2023-03-31 | $0 |
Income. Dividends from preferred stock | 2023-03-31 | $0 |
Income. Dividends from common stock | 2023-03-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-03-31 | $241,373 |
Asset. Corporate debt instrument preferred debt at end of year | 2023-03-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2023-03-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2023-03-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2023-03-31 | $0 |
Contract administrator fees | 2023-03-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2023-03-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-03-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2023-03-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2023-03-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2023-03-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2023-03-31 | $0 |
Did the plan have assets held for investment | 2023-03-31 | No |
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 | 2023-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-03-31 | No |
Aggregate proceeds on sale of assets | 2023-03-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2023-03-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2023-03-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2023-03-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2023-03-31 | Unqualified |
Accountancy firm name | 2023-03-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2023-03-31 | 390859910 |
2022 : ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2022-03-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-03-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2022-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-03-31 | $0 |
Expenses. Interest paid | 2022-03-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-03-31 | $0 |
Total income from all sources (including contributions) | 2022-03-31 | $141,784 |
Total loss/gain on sale of assets | 2022-03-31 | $0 |
Total of all expenses incurred | 2022-03-31 | $237,422 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-03-31 | $237,422 |
Expenses. Certain deemed distributions of participant loans | 2022-03-31 | $0 |
Value of total corrective distributions | 2022-03-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-03-31 | $0 |
Value of total assets at end of year | 2022-03-31 | $5,188,218 |
Value of total assets at beginning of year | 2022-03-31 | $5,283,856 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-03-31 | $0 |
Total interest from all sources | 2022-03-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-03-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-03-31 | $0 |
Assets. Real estate other than employer real property at end of year | 2022-03-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2022-03-31 | $0 |
Administrative expenses professional fees incurred | 2022-03-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-03-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-03-31 | $0 |
Was this plan covered by a fidelity bond | 2022-03-31 | Yes |
Value of fidelity bond cover | 2022-03-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2022-03-31 | No |
Contributions received from participants | 2022-03-31 | $0 |
Participant contributions at end of year | 2022-03-31 | $0 |
Participant contributions at beginning of year | 2022-03-31 | $0 |
Participant contributions at end of year | 2022-03-31 | $0 |
Participant contributions at beginning of year | 2022-03-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2022-03-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-03-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-03-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-03-31 | $96,280 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-03-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2022-03-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2022-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-03-31 | $0 |
Other income not declared elsewhere | 2022-03-31 | $0 |
Administrative expenses (other) incurred | 2022-03-31 | $0 |
Liabilities. Value of operating payables at end of year | 2022-03-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2022-03-31 | $0 |
Total non interest bearing cash at end of year | 2022-03-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-31 | No |
Income. Non cash contributions | 2022-03-31 | $0 |
Value of net income/loss | 2022-03-31 | $-95,638 |
Value of net assets at end of year (total assets less liabilities) | 2022-03-31 | $5,188,218 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-03-31 | $5,283,856 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-03-31 | No |
Assets. partnership/joint venture interests at end of year | 2022-03-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2022-03-31 | $0 |
Investment advisory and management fees | 2022-03-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-03-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-03-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2022-03-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2022-03-31 | $0 |
Interest on participant loans | 2022-03-31 | $0 |
Income. Interest from loans (other than to participants) | 2022-03-31 | $0 |
Interest earned on other investments | 2022-03-31 | $0 |
Income. Interest from US Government securities | 2022-03-31 | $0 |
Income. Interest from corporate debt instruments | 2022-03-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2022-03-31 | $5,091,938 |
Value of interest in master investment trust accounts at beginning of year | 2022-03-31 | $5,176,304 |
Value of interest in common/collective trusts at end of year | 2022-03-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2022-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-03-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-03-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-03-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-03-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-03-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-03-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-03-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-03-31 | $0 |
Asset value of US Government securities at end of year | 2022-03-31 | $0 |
Asset value of US Government securities at beginning of year | 2022-03-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-03-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2022-03-31 | $0 |
Net investment gain or loss from common/collective trusts | 2022-03-31 | $0 |
Net gain/loss from 103.12 investment entities | 2022-03-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-03-31 | No |
Assets. Invements in employer securities at end of year | 2022-03-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-03-31 | $0 |
Assets. Value of employer real property at end of year | 2022-03-31 | $0 |
Assets. Value of employer real property at beginning of year | 2022-03-31 | $0 |
Contributions received in cash from employer | 2022-03-31 | $0 |
Employer contributions (assets) at end of year | 2022-03-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-03-31 | $107,552 |
Income. Dividends from preferred stock | 2022-03-31 | $0 |
Income. Dividends from common stock | 2022-03-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-03-31 | $237,422 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-03-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-03-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-03-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-03-31 | $0 |
Contract administrator fees | 2022-03-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-03-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-03-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2022-03-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-03-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-03-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-03-31 | $0 |
Did the plan have assets held for investment | 2022-03-31 | No |
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 | 2022-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-03-31 | No |
Aggregate proceeds on sale of assets | 2022-03-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2022-03-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2022-03-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-03-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2022-03-31 | Unqualified |
Accountancy firm name | 2022-03-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2022-03-31 | 390859910 |
2021 : ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2021-03-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-03-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2021-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-03-31 | $0 |
Expenses. Interest paid | 2021-03-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-03-31 | $0 |
Total income from all sources (including contributions) | 2021-03-31 | $1,596,043 |
Total loss/gain on sale of assets | 2021-03-31 | $0 |
Total of all expenses incurred | 2021-03-31 | $236,272 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-03-31 | $236,272 |
Expenses. Certain deemed distributions of participant loans | 2021-03-31 | $0 |
Value of total corrective distributions | 2021-03-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-03-31 | $211,856 |
Value of total assets at end of year | 2021-03-31 | $5,283,856 |
Value of total assets at beginning of year | 2021-03-31 | $3,924,085 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-03-31 | $0 |
Total income from rents | 2021-03-31 | $0 |
Total interest from all sources | 2021-03-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-03-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-03-31 | $0 |
Assets. Real estate other than employer real property at end of year | 2021-03-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2021-03-31 | $0 |
Administrative expenses professional fees incurred | 2021-03-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2021-03-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2021-03-31 | $0 |
Was this plan covered by a fidelity bond | 2021-03-31 | Yes |
Value of fidelity bond cover | 2021-03-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-03-31 | No |
Contributions received from participants | 2021-03-31 | $0 |
Participant contributions at end of year | 2021-03-31 | $0 |
Participant contributions at beginning of year | 2021-03-31 | $0 |
Participant contributions at end of year | 2021-03-31 | $0 |
Participant contributions at beginning of year | 2021-03-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2021-03-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-03-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-03-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-03-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2021-03-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2021-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-03-31 | $0 |
Other income not declared elsewhere | 2021-03-31 | $0 |
Administrative expenses (other) incurred | 2021-03-31 | $0 |
Liabilities. Value of operating payables at end of year | 2021-03-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2021-03-31 | $0 |
Total non interest bearing cash at end of year | 2021-03-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
Income. Non cash contributions | 2021-03-31 | $0 |
Value of net income/loss | 2021-03-31 | $1,359,771 |
Value of net assets at end of year (total assets less liabilities) | 2021-03-31 | $5,283,856 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-03-31 | $3,924,085 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-03-31 | No |
Assets. partnership/joint venture interests at end of year | 2021-03-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2021-03-31 | $0 |
Investment advisory and management fees | 2021-03-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-03-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-03-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2021-03-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2021-03-31 | $0 |
Interest on participant loans | 2021-03-31 | $0 |
Income. Interest from loans (other than to participants) | 2021-03-31 | $0 |
Interest earned on other investments | 2021-03-31 | $0 |
Income. Interest from US Government securities | 2021-03-31 | $0 |
Income. Interest from corporate debt instruments | 2021-03-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2021-03-31 | $5,176,304 |
Value of interest in master investment trust accounts at beginning of year | 2021-03-31 | $3,809,895 |
Value of interest in common/collective trusts at end of year | 2021-03-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2021-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-03-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-03-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-03-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2021-03-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-03-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-03-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-03-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-03-31 | $0 |
Asset value of US Government securities at end of year | 2021-03-31 | $0 |
Asset value of US Government securities at beginning of year | 2021-03-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-03-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2021-03-31 | $0 |
Net investment gain or loss from common/collective trusts | 2021-03-31 | $0 |
Net gain/loss from 103.12 investment entities | 2021-03-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-03-31 | No |
Assets. Invements in employer securities at end of year | 2021-03-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2021-03-31 | $0 |
Assets. Value of employer real property at end of year | 2021-03-31 | $0 |
Assets. Value of employer real property at beginning of year | 2021-03-31 | $0 |
Contributions received in cash from employer | 2021-03-31 | $211,856 |
Employer contributions (assets) at end of year | 2021-03-31 | $107,552 |
Employer contributions (assets) at beginning of year | 2021-03-31 | $114,190 |
Income. Dividends from preferred stock | 2021-03-31 | $0 |
Income. Dividends from common stock | 2021-03-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-03-31 | $236,272 |
Asset. Corporate debt instrument preferred debt at end of year | 2021-03-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2021-03-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-03-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-03-31 | $0 |
Contract administrator fees | 2021-03-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-03-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-03-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2021-03-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-03-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2021-03-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-03-31 | $0 |
Did the plan have assets held for investment | 2021-03-31 | No |
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 | 2021-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-03-31 | No |
Aggregate proceeds on sale of assets | 2021-03-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2021-03-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2021-03-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2021-03-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2021-03-31 | Unqualified |
Accountancy firm name | 2021-03-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2021-03-31 | 390859910 |
2020 : ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2020-03-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-03-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2020-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-03-31 | $0 |
Expenses. Interest paid | 2020-03-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-03-31 | $0 |
Total income from all sources (including contributions) | 2020-03-31 | $-197,014 |
Total loss/gain on sale of assets | 2020-03-31 | $0 |
Total of all expenses incurred | 2020-03-31 | $232,109 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-03-31 | $232,109 |
Expenses. Certain deemed distributions of participant loans | 2020-03-31 | $0 |
Value of total corrective distributions | 2020-03-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-03-31 | $114,190 |
Value of total assets at end of year | 2020-03-31 | $3,924,085 |
Value of total assets at beginning of year | 2020-03-31 | $4,353,208 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-03-31 | $0 |
Total income from rents | 2020-03-31 | $0 |
Total interest from all sources | 2020-03-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-03-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-03-31 | $0 |
Assets. Real estate other than employer real property at end of year | 2020-03-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2020-03-31 | $0 |
Administrative expenses professional fees incurred | 2020-03-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2020-03-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2020-03-31 | $0 |
Was this plan covered by a fidelity bond | 2020-03-31 | Yes |
Value of fidelity bond cover | 2020-03-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-03-31 | No |
Contributions received from participants | 2020-03-31 | $0 |
Participant contributions at end of year | 2020-03-31 | $0 |
Participant contributions at beginning of year | 2020-03-31 | $0 |
Participant contributions at end of year | 2020-03-31 | $0 |
Participant contributions at beginning of year | 2020-03-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2020-03-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-03-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-03-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-03-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2020-03-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2020-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-03-31 | $0 |
Other income not declared elsewhere | 2020-03-31 | $0 |
Administrative expenses (other) incurred | 2020-03-31 | $0 |
Liabilities. Value of operating payables at end of year | 2020-03-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2020-03-31 | $0 |
Total non interest bearing cash at end of year | 2020-03-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
Income. Non cash contributions | 2020-03-31 | $0 |
Value of net income/loss | 2020-03-31 | $-429,123 |
Value of net assets at end of year (total assets less liabilities) | 2020-03-31 | $3,924,085 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-03-31 | $4,353,208 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-03-31 | No |
Assets. partnership/joint venture interests at end of year | 2020-03-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2020-03-31 | $0 |
Investment advisory and management fees | 2020-03-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-03-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-03-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2020-03-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2020-03-31 | $0 |
Interest on participant loans | 2020-03-31 | $0 |
Income. Interest from loans (other than to participants) | 2020-03-31 | $0 |
Interest earned on other investments | 2020-03-31 | $0 |
Income. Interest from US Government securities | 2020-03-31 | $0 |
Income. Interest from corporate debt instruments | 2020-03-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2020-03-31 | $3,809,895 |
Value of interest in master investment trust accounts at beginning of year | 2020-03-31 | $4,353,208 |
Value of interest in common/collective trusts at end of year | 2020-03-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2020-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-03-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-03-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-03-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2020-03-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-03-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-03-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-03-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-03-31 | $0 |
Asset value of US Government securities at end of year | 2020-03-31 | $0 |
Asset value of US Government securities at beginning of year | 2020-03-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-03-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2020-03-31 | $0 |
Net investment gain or loss from common/collective trusts | 2020-03-31 | $0 |
Net gain/loss from 103.12 investment entities | 2020-03-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-03-31 | No |
Assets. Invements in employer securities at end of year | 2020-03-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2020-03-31 | $0 |
Assets. Value of employer real property at end of year | 2020-03-31 | $0 |
Assets. Value of employer real property at beginning of year | 2020-03-31 | $0 |
Contributions received in cash from employer | 2020-03-31 | $114,190 |
Employer contributions (assets) at end of year | 2020-03-31 | $114,190 |
Employer contributions (assets) at beginning of year | 2020-03-31 | $0 |
Income. Dividends from preferred stock | 2020-03-31 | $0 |
Income. Dividends from common stock | 2020-03-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-03-31 | $232,109 |
Asset. Corporate debt instrument preferred debt at end of year | 2020-03-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2020-03-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-03-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-03-31 | $0 |
Contract administrator fees | 2020-03-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-03-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-03-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2020-03-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-03-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2020-03-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-03-31 | $0 |
Did the plan have assets held for investment | 2020-03-31 | No |
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 | 2020-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-03-31 | No |
Aggregate proceeds on sale of assets | 2020-03-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2020-03-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2020-03-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-03-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-03-31 | Unqualified |
Accountancy firm name | 2020-03-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2020-03-31 | 390859910 |
2019 : ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2019 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-03-31 | $0 |
2018 : ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2018-03-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-03-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2018-03-31 | $0 |
Total transfer of assets to this plan | 2018-03-31 | $0 |
Total transfer of assets from this plan | 2018-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-03-31 | $0 |
Expenses. Interest paid | 2018-03-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2018-03-31 | $0 |
Total income from all sources (including contributions) | 2018-03-31 | $611,832 |
Total loss/gain on sale of assets | 2018-03-31 | $0 |
Total of all expenses incurred | 2018-03-31 | $193,853 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-03-31 | $193,853 |
Expenses. Certain deemed distributions of participant loans | 2018-03-31 | $0 |
Value of total corrective distributions | 2018-03-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-03-31 | $172,299 |
Value of total assets at end of year | 2018-03-31 | $4,419,631 |
Value of total assets at beginning of year | 2018-03-31 | $4,001,652 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-03-31 | $0 |
Total income from rents | 2018-03-31 | $0 |
Total interest from all sources | 2018-03-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-03-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-03-31 | $0 |
Assets. Real estate other than employer real property at end of year | 2018-03-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2018-03-31 | $0 |
Administrative expenses professional fees incurred | 2018-03-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2018-03-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2018-03-31 | $0 |
Was this plan covered by a fidelity bond | 2018-03-31 | Yes |
Value of fidelity bond cover | 2018-03-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-03-31 | No |
Contributions received from participants | 2018-03-31 | $0 |
Participant contributions at end of year | 2018-03-31 | $0 |
Participant contributions at beginning of year | 2018-03-31 | $0 |
Participant contributions at end of year | 2018-03-31 | $0 |
Participant contributions at beginning of year | 2018-03-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2018-03-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-03-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-03-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-03-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2018-03-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2018-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-03-31 | $0 |
Other income not declared elsewhere | 2018-03-31 | $0 |
Administrative expenses (other) incurred | 2018-03-31 | $0 |
Liabilities. Value of operating payables at end of year | 2018-03-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2018-03-31 | $0 |
Total non interest bearing cash at end of year | 2018-03-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-03-31 | No |
Income. Non cash contributions | 2018-03-31 | $0 |
Value of net income/loss | 2018-03-31 | $417,979 |
Value of net assets at end of year (total assets less liabilities) | 2018-03-31 | $4,419,631 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-03-31 | $4,001,652 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-03-31 | No |
Assets. partnership/joint venture interests at end of year | 2018-03-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2018-03-31 | $0 |
Investment advisory and management fees | 2018-03-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-03-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-03-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2018-03-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2018-03-31 | $0 |
Interest on participant loans | 2018-03-31 | $0 |
Income. Interest from loans (other than to participants) | 2018-03-31 | $0 |
Interest earned on other investments | 2018-03-31 | $0 |
Income. Interest from US Government securities | 2018-03-31 | $0 |
Income. Interest from corporate debt instruments | 2018-03-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2018-03-31 | $4,371,694 |
Value of interest in master investment trust accounts at beginning of year | 2018-03-31 | $3,974,606 |
Value of interest in common/collective trusts at end of year | 2018-03-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2018-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-03-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-03-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-03-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2018-03-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2018-03-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-03-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-03-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-03-31 | $0 |
Asset value of US Government securities at end of year | 2018-03-31 | $0 |
Asset value of US Government securities at beginning of year | 2018-03-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-03-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2018-03-31 | $0 |
Net investment gain or loss from common/collective trusts | 2018-03-31 | $0 |
Net gain/loss from 103.12 investment entities | 2018-03-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-03-31 | No |
Assets. Invements in employer securities at end of year | 2018-03-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2018-03-31 | $0 |
Assets. Value of employer real property at end of year | 2018-03-31 | $0 |
Assets. Value of employer real property at beginning of year | 2018-03-31 | $0 |
Contributions received in cash from employer | 2018-03-31 | $172,299 |
Employer contributions (assets) at end of year | 2018-03-31 | $47,937 |
Employer contributions (assets) at beginning of year | 2018-03-31 | $27,046 |
Income. Dividends from preferred stock | 2018-03-31 | $0 |
Income. Dividends from common stock | 2018-03-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-03-31 | $193,853 |
Asset. Corporate debt instrument preferred debt at end of year | 2018-03-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2018-03-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-03-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-03-31 | $0 |
Contract administrator fees | 2018-03-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-03-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-03-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2018-03-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-03-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2018-03-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-03-31 | $0 |
Did the plan have assets held for investment | 2018-03-31 | No |
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 | 2018-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-03-31 | No |
Aggregate proceeds on sale of assets | 2018-03-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2018-03-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2018-03-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2018-03-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-03-31 | Unqualified |
Accountancy firm name | 2018-03-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2018-03-31 | 390859910 |
2017 : ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2017-03-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-03-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2017-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-03-31 | $0 |
Expenses. Interest paid | 2017-03-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-03-31 | $0 |
Total income from all sources (including contributions) | 2017-03-31 | $506,076 |
Total loss/gain on sale of assets | 2017-03-31 | $0 |
Total of all expenses incurred | 2017-03-31 | $204,414 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-03-31 | $204,414 |
Expenses. Certain deemed distributions of participant loans | 2017-03-31 | $0 |
Value of total corrective distributions | 2017-03-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-03-31 | $172,480 |
Value of total assets at end of year | 2017-03-31 | $4,001,652 |
Value of total assets at beginning of year | 2017-03-31 | $3,699,990 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-03-31 | $0 |
Total income from rents | 2017-03-31 | $0 |
Total interest from all sources | 2017-03-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-03-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-03-31 | $0 |
Administrative expenses professional fees incurred | 2017-03-31 | $0 |
Was this plan covered by a fidelity bond | 2017-03-31 | Yes |
Value of fidelity bond cover | 2017-03-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-03-31 | No |
Contributions received from participants | 2017-03-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-03-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-03-31 | $0 |
Other income not declared elsewhere | 2017-03-31 | $0 |
Administrative expenses (other) incurred | 2017-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
Income. Non cash contributions | 2017-03-31 | $0 |
Value of net income/loss | 2017-03-31 | $301,662 |
Value of net assets at end of year (total assets less liabilities) | 2017-03-31 | $4,001,652 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-03-31 | $3,699,990 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-03-31 | No |
Investment advisory and management fees | 2017-03-31 | $0 |
Interest on participant loans | 2017-03-31 | $0 |
Income. Interest from loans (other than to participants) | 2017-03-31 | $0 |
Interest earned on other investments | 2017-03-31 | $0 |
Income. Interest from US Government securities | 2017-03-31 | $0 |
Income. Interest from corporate debt instruments | 2017-03-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2017-03-31 | $3,974,606 |
Value of interest in master investment trust accounts at beginning of year | 2017-03-31 | $3,636,225 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-03-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-03-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-03-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2017-03-31 | $0 |
Net investment gain or loss from common/collective trusts | 2017-03-31 | $0 |
Net gain/loss from 103.12 investment entities | 2017-03-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-03-31 | No |
Contributions received in cash from employer | 2017-03-31 | $172,480 |
Employer contributions (assets) at end of year | 2017-03-31 | $27,046 |
Employer contributions (assets) at beginning of year | 2017-03-31 | $63,765 |
Income. Dividends from preferred stock | 2017-03-31 | $0 |
Income. Dividends from common stock | 2017-03-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-03-31 | $204,414 |
Contract administrator fees | 2017-03-31 | $0 |
Did the plan have assets held for investment | 2017-03-31 | No |
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 | 2017-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-03-31 | No |
Aggregate proceeds on sale of assets | 2017-03-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2017-03-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-03-31 | Unqualified |
Accountancy firm name | 2017-03-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2017-03-31 | 390859910 |
2016 : ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2016-03-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-03-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2016-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-03-31 | $0 |
Expenses. Interest paid | 2016-03-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2016-03-31 | $0 |
Total income from all sources (including contributions) | 2016-03-31 | $63,582 |
Total loss/gain on sale of assets | 2016-03-31 | $0 |
Total of all expenses incurred | 2016-03-31 | $129,139 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-03-31 | $129,139 |
Expenses. Certain deemed distributions of participant loans | 2016-03-31 | $0 |
Value of total corrective distributions | 2016-03-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-03-31 | $188,175 |
Value of total assets at end of year | 2016-03-31 | $3,699,990 |
Value of total assets at beginning of year | 2016-03-31 | $3,765,547 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-03-31 | $0 |
Total income from rents | 2016-03-31 | $0 |
Total interest from all sources | 2016-03-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-03-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-03-31 | $0 |
Assets. Real estate other than employer real property at end of year | 2016-03-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2016-03-31 | $0 |
Administrative expenses professional fees incurred | 2016-03-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2016-03-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2016-03-31 | $0 |
Was this plan covered by a fidelity bond | 2016-03-31 | Yes |
Value of fidelity bond cover | 2016-03-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-03-31 | No |
Contributions received from participants | 2016-03-31 | $0 |
Participant contributions at end of year | 2016-03-31 | $0 |
Participant contributions at beginning of year | 2016-03-31 | $0 |
Participant contributions at end of year | 2016-03-31 | $0 |
Participant contributions at beginning of year | 2016-03-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2016-03-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-03-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-03-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-03-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2016-03-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2016-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-03-31 | $0 |
Other income not declared elsewhere | 2016-03-31 | $0 |
Administrative expenses (other) incurred | 2016-03-31 | $0 |
Liabilities. Value of operating payables at end of year | 2016-03-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2016-03-31 | $0 |
Total non interest bearing cash at end of year | 2016-03-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-03-31 | No |
Income. Non cash contributions | 2016-03-31 | $0 |
Value of net income/loss | 2016-03-31 | $-65,557 |
Value of net assets at end of year (total assets less liabilities) | 2016-03-31 | $3,699,990 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-03-31 | $3,765,547 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-03-31 | No |
Assets. partnership/joint venture interests at end of year | 2016-03-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2016-03-31 | $0 |
Investment advisory and management fees | 2016-03-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-03-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-03-31 | $0 |
Interest on participant loans | 2016-03-31 | $0 |
Income. Interest from loans (other than to participants) | 2016-03-31 | $0 |
Interest earned on other investments | 2016-03-31 | $0 |
Income. Interest from US Government securities | 2016-03-31 | $0 |
Income. Interest from corporate debt instruments | 2016-03-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2016-03-31 | $3,636,225 |
Value of interest in master investment trust accounts at beginning of year | 2016-03-31 | $3,737,159 |
Value of interest in common/collective trusts at end of year | 2016-03-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2016-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-03-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-03-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-03-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2016-03-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2016-03-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-03-31 | $0 |
Asset value of US Government securities at end of year | 2016-03-31 | $0 |
Asset value of US Government securities at beginning of year | 2016-03-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-03-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2016-03-31 | $0 |
Net investment gain or loss from common/collective trusts | 2016-03-31 | $0 |
Net gain/loss from 103.12 investment entities | 2016-03-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-03-31 | No |
Assets. Invements in employer securities at end of year | 2016-03-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2016-03-31 | $0 |
Assets. Value of employer real property at end of year | 2016-03-31 | $0 |
Assets. Value of employer real property at beginning of year | 2016-03-31 | $0 |
Contributions received in cash from employer | 2016-03-31 | $188,175 |
Employer contributions (assets) at end of year | 2016-03-31 | $63,765 |
Employer contributions (assets) at beginning of year | 2016-03-31 | $28,388 |
Income. Dividends from preferred stock | 2016-03-31 | $0 |
Income. Dividends from common stock | 2016-03-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-03-31 | $129,139 |
Asset. Corporate debt instrument preferred debt at end of year | 2016-03-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2016-03-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-03-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-03-31 | $0 |
Contract administrator fees | 2016-03-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-03-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-03-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2016-03-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-03-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2016-03-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-03-31 | $0 |
Did the plan have assets held for investment | 2016-03-31 | No |
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 | 2016-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-03-31 | No |
Aggregate proceeds on sale of assets | 2016-03-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2016-03-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2016-03-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2016-03-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-03-31 | Unqualified |
Accountancy firm name | 2016-03-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2016-03-31 | 390859910 |
2015 : ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2015-03-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-03-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2015-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-03-31 | $0 |
Expenses. Interest paid | 2015-03-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2015-03-31 | $0 |
Total income from all sources (including contributions) | 2015-03-31 | $402,637 |
Total loss/gain on sale of assets | 2015-03-31 | $0 |
Total of all expenses incurred | 2015-03-31 | $105,661 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-03-31 | $105,661 |
Expenses. Certain deemed distributions of participant loans | 2015-03-31 | $0 |
Value of total corrective distributions | 2015-03-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-03-31 | $149,954 |
Value of total assets at end of year | 2015-03-31 | $3,765,547 |
Value of total assets at beginning of year | 2015-03-31 | $3,468,571 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-03-31 | $0 |
Total income from rents | 2015-03-31 | $0 |
Total interest from all sources | 2015-03-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-03-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-03-31 | $0 |
Assets. Real estate other than employer real property at end of year | 2015-03-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2015-03-31 | $0 |
Administrative expenses professional fees incurred | 2015-03-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2015-03-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2015-03-31 | $0 |
Was this plan covered by a fidelity bond | 2015-03-31 | Yes |
Value of fidelity bond cover | 2015-03-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-03-31 | No |
Contributions received from participants | 2015-03-31 | $0 |
Participant contributions at end of year | 2015-03-31 | $0 |
Participant contributions at beginning of year | 2015-03-31 | $0 |
Participant contributions at end of year | 2015-03-31 | $0 |
Participant contributions at beginning of year | 2015-03-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2015-03-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-03-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-03-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-03-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2015-03-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2015-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-03-31 | $0 |
Other income not declared elsewhere | 2015-03-31 | $0 |
Administrative expenses (other) incurred | 2015-03-31 | $0 |
Liabilities. Value of operating payables at end of year | 2015-03-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2015-03-31 | $0 |
Total non interest bearing cash at end of year | 2015-03-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
Income. Non cash contributions | 2015-03-31 | $0 |
Value of net income/loss | 2015-03-31 | $296,976 |
Value of net assets at end of year (total assets less liabilities) | 2015-03-31 | $3,765,547 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-03-31 | $3,468,571 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-03-31 | No |
Assets. partnership/joint venture interests at end of year | 2015-03-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2015-03-31 | $0 |
Investment advisory and management fees | 2015-03-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-03-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-03-31 | $0 |
Interest on participant loans | 2015-03-31 | $0 |
Income. Interest from loans (other than to participants) | 2015-03-31 | $0 |
Interest earned on other investments | 2015-03-31 | $0 |
Income. Interest from US Government securities | 2015-03-31 | $0 |
Income. Interest from corporate debt instruments | 2015-03-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2015-03-31 | $3,737,159 |
Value of interest in master investment trust accounts at beginning of year | 2015-03-31 | $3,380,066 |
Value of interest in common/collective trusts at end of year | 2015-03-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2015-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-03-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-03-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-03-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2015-03-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2015-03-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-03-31 | $0 |
Asset value of US Government securities at end of year | 2015-03-31 | $0 |
Asset value of US Government securities at beginning of year | 2015-03-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-03-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2015-03-31 | $0 |
Net investment gain or loss from common/collective trusts | 2015-03-31 | $0 |
Net gain/loss from 103.12 investment entities | 2015-03-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-03-31 | No |
Assets. Invements in employer securities at end of year | 2015-03-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2015-03-31 | $0 |
Assets. Value of employer real property at end of year | 2015-03-31 | $0 |
Assets. Value of employer real property at beginning of year | 2015-03-31 | $0 |
Contributions received in cash from employer | 2015-03-31 | $149,954 |
Employer contributions (assets) at end of year | 2015-03-31 | $28,388 |
Employer contributions (assets) at beginning of year | 2015-03-31 | $88,505 |
Income. Dividends from preferred stock | 2015-03-31 | $0 |
Income. Dividends from common stock | 2015-03-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-03-31 | $105,661 |
Asset. Corporate debt instrument preferred debt at end of year | 2015-03-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2015-03-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-03-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-03-31 | $0 |
Contract administrator fees | 2015-03-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-03-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-03-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2015-03-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-03-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2015-03-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-03-31 | $0 |
Did the plan have assets held for investment | 2015-03-31 | No |
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 | 2015-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-03-31 | No |
Aggregate proceeds on sale of assets | 2015-03-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2015-03-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2015-03-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2015-03-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-03-31 | Unqualified |
Accountancy firm name | 2015-03-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2015-03-31 | 390859910 |
2014 : ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2014-03-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-03-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2014-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-03-31 | $0 |
Expenses. Interest paid | 2014-03-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2014-03-31 | $0 |
Total income from all sources (including contributions) | 2014-03-31 | $469,627 |
Total loss/gain on sale of assets | 2014-03-31 | $0 |
Total of all expenses incurred | 2014-03-31 | $78,333 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-03-31 | $78,333 |
Expenses. Certain deemed distributions of participant loans | 2014-03-31 | $0 |
Value of total corrective distributions | 2014-03-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-03-31 | $171,615 |
Value of total assets at end of year | 2014-03-31 | $3,468,571 |
Value of total assets at beginning of year | 2014-03-31 | $3,077,277 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-03-31 | $0 |
Total income from rents | 2014-03-31 | $0 |
Total interest from all sources | 2014-03-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-03-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-03-31 | $0 |
Assets. Real estate other than employer real property at end of year | 2014-03-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2014-03-31 | $0 |
Administrative expenses professional fees incurred | 2014-03-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-03-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-03-31 | $0 |
Was this plan covered by a fidelity bond | 2014-03-31 | Yes |
Value of fidelity bond cover | 2014-03-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-03-31 | No |
Contributions received from participants | 2014-03-31 | $0 |
Participant contributions at end of year | 2014-03-31 | $0 |
Participant contributions at beginning of year | 2014-03-31 | $0 |
Participant contributions at end of year | 2014-03-31 | $0 |
Participant contributions at beginning of year | 2014-03-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2014-03-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-03-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-03-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-03-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2014-03-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2014-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-03-31 | $0 |
Other income not declared elsewhere | 2014-03-31 | $0 |
Administrative expenses (other) incurred | 2014-03-31 | $0 |
Liabilities. Value of operating payables at end of year | 2014-03-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2014-03-31 | $0 |
Total non interest bearing cash at end of year | 2014-03-31 | $0 |
Total non interest bearing cash at beginning of year | 2014-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-03-31 | No |
Income. Non cash contributions | 2014-03-31 | $0 |
Value of net income/loss | 2014-03-31 | $391,294 |
Value of net assets at end of year (total assets less liabilities) | 2014-03-31 | $3,468,571 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-03-31 | $3,077,277 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-03-31 | No |
Assets. partnership/joint venture interests at end of year | 2014-03-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2014-03-31 | $0 |
Investment advisory and management fees | 2014-03-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-03-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-03-31 | $0 |
Interest on participant loans | 2014-03-31 | $0 |
Income. Interest from loans (other than to participants) | 2014-03-31 | $0 |
Interest earned on other investments | 2014-03-31 | $0 |
Income. Interest from US Government securities | 2014-03-31 | $0 |
Income. Interest from corporate debt instruments | 2014-03-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2014-03-31 | $3,380,066 |
Value of interest in master investment trust accounts at beginning of year | 2014-03-31 | $3,077,277 |
Value of interest in common/collective trusts at end of year | 2014-03-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2014-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-03-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-03-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-03-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2014-03-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2014-03-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-03-31 | $0 |
Asset value of US Government securities at end of year | 2014-03-31 | $0 |
Asset value of US Government securities at beginning of year | 2014-03-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-03-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2014-03-31 | $0 |
Net investment gain or loss from common/collective trusts | 2014-03-31 | $0 |
Net gain/loss from 103.12 investment entities | 2014-03-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-03-31 | No |
Assets. Invements in employer securities at end of year | 2014-03-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2014-03-31 | $0 |
Assets. Value of employer real property at end of year | 2014-03-31 | $0 |
Assets. Value of employer real property at beginning of year | 2014-03-31 | $0 |
Contributions received in cash from employer | 2014-03-31 | $171,615 |
Employer contributions (assets) at end of year | 2014-03-31 | $88,505 |
Employer contributions (assets) at beginning of year | 2014-03-31 | $0 |
Income. Dividends from preferred stock | 2014-03-31 | $0 |
Income. Dividends from common stock | 2014-03-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-03-31 | $78,333 |
Asset. Corporate debt instrument preferred debt at end of year | 2014-03-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2014-03-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-03-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-03-31 | $0 |
Contract administrator fees | 2014-03-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-03-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-03-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2014-03-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-03-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2014-03-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-03-31 | $0 |
Did the plan have assets held for investment | 2014-03-31 | No |
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 | 2014-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-03-31 | No |
Aggregate proceeds on sale of assets | 2014-03-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2014-03-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2014-03-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2014-03-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-03-31 | Unqualified |
Accountancy firm name | 2014-03-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2014-03-31 | 390859910 |
2013 : ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2013-03-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-03-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2013-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-03-31 | $0 |
Expenses. Interest paid | 2013-03-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2013-03-31 | $0 |
Total income from all sources (including contributions) | 2013-03-31 | $366,643 |
Total loss/gain on sale of assets | 2013-03-31 | $0 |
Total of all expenses incurred | 2013-03-31 | $74,322 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-03-31 | $74,322 |
Expenses. Certain deemed distributions of participant loans | 2013-03-31 | $0 |
Value of total corrective distributions | 2013-03-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-03-31 | $172,116 |
Value of total assets at end of year | 2013-03-31 | $3,077,277 |
Value of total assets at beginning of year | 2013-03-31 | $2,784,956 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-03-31 | $0 |
Total income from rents | 2013-03-31 | $0 |
Total interest from all sources | 2013-03-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-03-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-03-31 | $0 |
Assets. Real estate other than employer real property at end of year | 2013-03-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2013-03-31 | $0 |
Administrative expenses professional fees incurred | 2013-03-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-03-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-03-31 | $0 |
Was this plan covered by a fidelity bond | 2013-03-31 | Yes |
Value of fidelity bond cover | 2013-03-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-03-31 | No |
Contributions received from participants | 2013-03-31 | $0 |
Participant contributions at end of year | 2013-03-31 | $0 |
Participant contributions at beginning of year | 2013-03-31 | $0 |
Participant contributions at end of year | 2013-03-31 | $0 |
Participant contributions at beginning of year | 2013-03-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2013-03-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-03-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-03-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-03-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2013-03-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2013-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-03-31 | $0 |
Administrative expenses (other) incurred | 2013-03-31 | $0 |
Liabilities. Value of operating payables at end of year | 2013-03-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2013-03-31 | $0 |
Total non interest bearing cash at end of year | 2013-03-31 | $0 |
Total non interest bearing cash at beginning of year | 2013-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-03-31 | No |
Income. Non cash contributions | 2013-03-31 | $0 |
Value of net income/loss | 2013-03-31 | $292,321 |
Value of net assets at end of year (total assets less liabilities) | 2013-03-31 | $3,077,277 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-03-31 | $2,784,956 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-03-31 | No |
Assets. partnership/joint venture interests at end of year | 2013-03-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2013-03-31 | $0 |
Investment advisory and management fees | 2013-03-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-03-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-03-31 | $0 |
Interest on participant loans | 2013-03-31 | $0 |
Income. Interest from loans (other than to participants) | 2013-03-31 | $0 |
Interest earned on other investments | 2013-03-31 | $0 |
Income. Interest from US Government securities | 2013-03-31 | $0 |
Income. Interest from corporate debt instruments | 2013-03-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2013-03-31 | $3,077,277 |
Value of interest in master investment trust accounts at beginning of year | 2013-03-31 | $2,646,117 |
Value of interest in common/collective trusts at end of year | 2013-03-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2013-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-03-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-03-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-03-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2013-03-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2013-03-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-03-31 | $0 |
Asset value of US Government securities at end of year | 2013-03-31 | $0 |
Asset value of US Government securities at beginning of year | 2013-03-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-03-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2013-03-31 | $0 |
Net investment gain or loss from common/collective trusts | 2013-03-31 | $0 |
Net gain/loss from 103.12 investment entities | 2013-03-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-03-31 | No |
Assets. Invements in employer securities at end of year | 2013-03-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2013-03-31 | $0 |
Assets. Value of employer real property at end of year | 2013-03-31 | $0 |
Assets. Value of employer real property at beginning of year | 2013-03-31 | $0 |
Contributions received in cash from employer | 2013-03-31 | $172,116 |
Employer contributions (assets) at end of year | 2013-03-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-03-31 | $138,839 |
Income. Dividends from preferred stock | 2013-03-31 | $0 |
Income. Dividends from common stock | 2013-03-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-03-31 | $74,322 |
Asset. Corporate debt instrument preferred debt at end of year | 2013-03-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2013-03-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-03-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-03-31 | $0 |
Contract administrator fees | 2013-03-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-03-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-03-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2013-03-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-03-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2013-03-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-03-31 | $0 |
Did the plan have assets held for investment | 2013-03-31 | No |
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 | 2013-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-03-31 | No |
Aggregate proceeds on sale of assets | 2013-03-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2013-03-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2013-03-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2013-03-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-03-31 | Unqualified |
Accountancy firm name | 2013-03-31 | PARENTEBEARD LLC |
Accountancy firm EIN | 2013-03-31 | 232932984 |
2012 : ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2012-03-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-03-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2012-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-03-31 | $0 |
Expenses. Interest paid | 2012-03-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2012-03-31 | $0 |
Total income from all sources (including contributions) | 2012-03-31 | $369,165 |
Total loss/gain on sale of assets | 2012-03-31 | $0 |
Total of all expenses incurred | 2012-03-31 | $83,964 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-03-31 | $83,964 |
Expenses. Certain deemed distributions of participant loans | 2012-03-31 | $0 |
Value of total corrective distributions | 2012-03-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-03-31 | $295,007 |
Value of total assets at end of year | 2012-03-31 | $2,784,956 |
Value of total assets at beginning of year | 2012-03-31 | $2,499,755 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-03-31 | $0 |
Total income from rents | 2012-03-31 | $0 |
Total interest from all sources | 2012-03-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-03-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-03-31 | $0 |
Assets. Real estate other than employer real property at end of year | 2012-03-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2012-03-31 | $0 |
Administrative expenses professional fees incurred | 2012-03-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2012-03-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2012-03-31 | $0 |
Was this plan covered by a fidelity bond | 2012-03-31 | Yes |
Value of fidelity bond cover | 2012-03-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-03-31 | No |
Contributions received from participants | 2012-03-31 | $0 |
Participant contributions at end of year | 2012-03-31 | $0 |
Participant contributions at beginning of year | 2012-03-31 | $0 |
Participant contributions at end of year | 2012-03-31 | $0 |
Participant contributions at beginning of year | 2012-03-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2012-03-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-03-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-03-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-03-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2012-03-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2012-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-03-31 | $0 |
Other income not declared elsewhere | 2012-03-31 | $0 |
Administrative expenses (other) incurred | 2012-03-31 | $0 |
Liabilities. Value of operating payables at end of year | 2012-03-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2012-03-31 | $0 |
Total non interest bearing cash at end of year | 2012-03-31 | $0 |
Total non interest bearing cash at beginning of year | 2012-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-03-31 | No |
Income. Non cash contributions | 2012-03-31 | $0 |
Value of net income/loss | 2012-03-31 | $285,201 |
Value of net assets at end of year (total assets less liabilities) | 2012-03-31 | $2,784,956 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-03-31 | $2,499,755 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-03-31 | No |
Assets. partnership/joint venture interests at end of year | 2012-03-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2012-03-31 | $0 |
Investment advisory and management fees | 2012-03-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-03-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-03-31 | $0 |
Interest on participant loans | 2012-03-31 | $0 |
Income. Interest from loans (other than to participants) | 2012-03-31 | $0 |
Interest earned on other investments | 2012-03-31 | $0 |
Income. Interest from US Government securities | 2012-03-31 | $0 |
Income. Interest from corporate debt instruments | 2012-03-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2012-03-31 | $2,646,117 |
Value of interest in master investment trust accounts at beginning of year | 2012-03-31 | $2,390,638 |
Value of interest in common/collective trusts at end of year | 2012-03-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2012-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-03-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-03-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-03-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2012-03-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2012-03-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-03-31 | $0 |
Asset value of US Government securities at end of year | 2012-03-31 | $0 |
Asset value of US Government securities at beginning of year | 2012-03-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-03-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2012-03-31 | $0 |
Net investment gain or loss from common/collective trusts | 2012-03-31 | $0 |
Net gain/loss from 103.12 investment entities | 2012-03-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-03-31 | No |
Assets. Invements in employer securities at end of year | 2012-03-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2012-03-31 | $0 |
Assets. Value of employer real property at end of year | 2012-03-31 | $0 |
Assets. Value of employer real property at beginning of year | 2012-03-31 | $0 |
Contributions received in cash from employer | 2012-03-31 | $295,007 |
Employer contributions (assets) at end of year | 2012-03-31 | $138,839 |
Employer contributions (assets) at beginning of year | 2012-03-31 | $109,117 |
Income. Dividends from preferred stock | 2012-03-31 | $0 |
Income. Dividends from common stock | 2012-03-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-03-31 | $83,964 |
Asset. Corporate debt instrument preferred debt at end of year | 2012-03-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2012-03-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-03-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-03-31 | $0 |
Contract administrator fees | 2012-03-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-03-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-03-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2012-03-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-03-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2012-03-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-03-31 | $0 |
Did the plan have assets held for investment | 2012-03-31 | No |
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 | 2012-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-03-31 | No |
Aggregate proceeds on sale of assets | 2012-03-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2012-03-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2012-03-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2012-03-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-03-31 | Unqualified |
Accountancy firm name | 2012-03-31 | PARENTEBEARD LLC |
Accountancy firm EIN | 2012-03-31 | 232932984 |
2011 : ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2011-03-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-03-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2011-03-31 | $0 |
Total transfer of assets to this plan | 2011-03-31 | $0 |
Total transfer of assets from this plan | 2011-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-03-31 | $0 |
Expenses. Interest paid | 2011-03-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2011-03-31 | $0 |
Total income from all sources (including contributions) | 2011-03-31 | $486,960 |
Total loss/gain on sale of assets | 2011-03-31 | $0 |
Total of all expenses incurred | 2011-03-31 | $76,126 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-03-31 | $76,126 |
Expenses. Certain deemed distributions of participant loans | 2011-03-31 | $0 |
Value of total corrective distributions | 2011-03-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-03-31 | $228,007 |
Value of total assets at end of year | 2011-03-31 | $2,499,755 |
Value of total assets at beginning of year | 2011-03-31 | $2,088,921 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-03-31 | $0 |
Total income from rents | 2011-03-31 | $0 |
Total interest from all sources | 2011-03-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-03-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-03-31 | $0 |
Assets. Real estate other than employer real property at end of year | 2011-03-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2011-03-31 | $0 |
Administrative expenses professional fees incurred | 2011-03-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2011-03-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2011-03-31 | $0 |
Was this plan covered by a fidelity bond | 2011-03-31 | Yes |
Value of fidelity bond cover | 2011-03-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2011-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-03-31 | No |
Contributions received from participants | 2011-03-31 | $0 |
Participant contributions at end of year | 2011-03-31 | $0 |
Participant contributions at beginning of year | 2011-03-31 | $0 |
Participant contributions at end of year | 2011-03-31 | $0 |
Participant contributions at beginning of year | 2011-03-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2011-03-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-03-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-03-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-03-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2011-03-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2011-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-03-31 | $0 |
Administrative expenses (other) incurred | 2011-03-31 | $0 |
Liabilities. Value of operating payables at end of year | 2011-03-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2011-03-31 | $0 |
Total non interest bearing cash at end of year | 2011-03-31 | $0 |
Total non interest bearing cash at beginning of year | 2011-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-03-31 | No |
Income. Non cash contributions | 2011-03-31 | $0 |
Value of net income/loss | 2011-03-31 | $410,834 |
Value of net assets at end of year (total assets less liabilities) | 2011-03-31 | $2,499,755 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-03-31 | $2,088,921 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-03-31 | No |
Assets. partnership/joint venture interests at end of year | 2011-03-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2011-03-31 | $0 |
Investment advisory and management fees | 2011-03-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-03-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-03-31 | $0 |
Interest on participant loans | 2011-03-31 | $0 |
Income. Interest from loans (other than to participants) | 2011-03-31 | $0 |
Interest earned on other investments | 2011-03-31 | $0 |
Income. Interest from US Government securities | 2011-03-31 | $0 |
Income. Interest from corporate debt instruments | 2011-03-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2011-03-31 | $2,390,638 |
Value of interest in master investment trust accounts at beginning of year | 2011-03-31 | $2,088,921 |
Value of interest in common/collective trusts at end of year | 2011-03-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2011-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-03-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-03-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-03-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2011-03-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2011-03-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-03-31 | $0 |
Asset value of US Government securities at end of year | 2011-03-31 | $0 |
Asset value of US Government securities at beginning of year | 2011-03-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-03-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2011-03-31 | $0 |
Net investment gain or loss from common/collective trusts | 2011-03-31 | $0 |
Net gain/loss from 103.12 investment entities | 2011-03-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-03-31 | No |
Assets. Invements in employer securities at end of year | 2011-03-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2011-03-31 | $0 |
Assets. Value of employer real property at end of year | 2011-03-31 | $0 |
Assets. Value of employer real property at beginning of year | 2011-03-31 | $0 |
Contributions received in cash from employer | 2011-03-31 | $228,007 |
Employer contributions (assets) at end of year | 2011-03-31 | $109,117 |
Employer contributions (assets) at beginning of year | 2011-03-31 | $0 |
Income. Dividends from preferred stock | 2011-03-31 | $0 |
Income. Dividends from common stock | 2011-03-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-03-31 | $76,126 |
Asset. Corporate debt instrument preferred debt at end of year | 2011-03-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2011-03-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-03-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-03-31 | $0 |
Contract administrator fees | 2011-03-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-03-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-03-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-03-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2011-03-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-03-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2011-03-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-03-31 | $0 |
Did the plan have assets held for investment | 2011-03-31 | No |
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 | 2011-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-03-31 | No |
Aggregate proceeds on sale of assets | 2011-03-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2011-03-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2011-03-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2011-03-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-03-31 | Unqualified |
Accountancy firm name | 2011-03-31 | PARENTEBEARD LLC |
Accountancy firm EIN | 2011-03-31 | 232932984 |
2022: ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2022 form 5500 responses | ||
---|---|---|
2022-04-01 | Type of plan entity | Single employer plan |
2022-04-01 | Submission has been amended | No |
2022-04-01 | This submission is the final filing | No |
2022-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-04-01 | Plan is a collectively bargained plan | No |
2022-04-01 | Plan funding arrangement – Trust | Yes |
2022-04-01 | Plan benefit arrangement - Trust | Yes |
2021: ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2021 form 5500 responses | ||
2021-04-01 | Type of plan entity | Single employer plan |
2021-04-01 | Submission has been amended | No |
2021-04-01 | This submission is the final filing | No |
2021-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-04-01 | Plan is a collectively bargained plan | No |
2021-04-01 | Plan funding arrangement – Trust | Yes |
2021-04-01 | Plan benefit arrangement - Trust | Yes |
2020: ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2020 form 5500 responses | ||
2020-04-01 | Type of plan entity | Single employer plan |
2020-04-01 | Submission has been amended | No |
2020-04-01 | This submission is the final filing | No |
2020-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-04-01 | Plan is a collectively bargained plan | No |
2020-04-01 | Plan funding arrangement – Trust | Yes |
2020-04-01 | Plan benefit arrangement - Trust | Yes |
2019: ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2019 form 5500 responses | ||
2019-04-01 | Type of plan entity | Single employer plan |
2019-04-01 | Submission has been amended | No |
2019-04-01 | This submission is the final filing | No |
2019-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-04-01 | Plan is a collectively bargained plan | No |
2019-04-01 | Plan funding arrangement – Trust | Yes |
2019-04-01 | Plan benefit arrangement - Trust | Yes |
2018: ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2018 form 5500 responses | ||
2018-04-01 | Type of plan entity | Single employer plan |
2018-04-01 | Submission has been amended | No |
2018-04-01 | This submission is the final filing | No |
2018-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-04-01 | Plan is a collectively bargained plan | No |
2018-04-01 | Plan funding arrangement – Trust | Yes |
2018-04-01 | Plan benefit arrangement - Trust | Yes |
2017: ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2017 form 5500 responses | ||
2017-04-01 | Type of plan entity | Single employer plan |
2017-04-01 | Submission has been amended | No |
2017-04-01 | This submission is the final filing | No |
2017-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-04-01 | Plan is a collectively bargained plan | No |
2017-04-01 | Plan funding arrangement – Trust | Yes |
2017-04-01 | Plan benefit arrangement - Trust | Yes |
2016: ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2016 form 5500 responses | ||
2016-04-01 | Type of plan entity | Single employer plan |
2016-04-01 | Submission has been amended | No |
2016-04-01 | This submission is the final filing | No |
2016-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-04-01 | Plan is a collectively bargained plan | Yes |
2016-04-01 | Plan funding arrangement – Trust | Yes |
2016-04-01 | Plan benefit arrangement - Trust | Yes |
2015: ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2015 form 5500 responses | ||
2015-04-01 | Type of plan entity | Single employer plan |
2015-04-01 | Submission has been amended | No |
2015-04-01 | This submission is the final filing | No |
2015-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-04-01 | Plan is a collectively bargained plan | Yes |
2015-04-01 | Plan funding arrangement – Trust | Yes |
2015-04-01 | Plan benefit arrangement - Trust | Yes |
2014: ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2014 form 5500 responses | ||
2014-04-01 | Type of plan entity | Single employer plan |
2014-04-01 | Submission has been amended | No |
2014-04-01 | This submission is the final filing | No |
2014-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-04-01 | Plan is a collectively bargained plan | Yes |
2014-04-01 | Plan funding arrangement – Trust | Yes |
2014-04-01 | Plan benefit arrangement - Trust | Yes |
2013: ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2013 form 5500 responses | ||
2013-04-01 | Type of plan entity | Single employer plan |
2013-04-01 | Submission has been amended | No |
2013-04-01 | This submission is the final filing | No |
2013-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-04-01 | Plan is a collectively bargained plan | Yes |
2013-04-01 | Plan funding arrangement – Trust | Yes |
2013-04-01 | Plan benefit arrangement - Trust | Yes |
2012: ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2012 form 5500 responses | ||
2012-04-01 | Type of plan entity | Single employer plan |
2012-04-01 | Submission has been amended | No |
2012-04-01 | This submission is the final filing | No |
2012-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-04-01 | Plan is a collectively bargained plan | Yes |
2012-04-01 | Plan funding arrangement – Trust | Yes |
2012-04-01 | Plan benefit arrangement - Trust | Yes |
2011: ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2011 form 5500 responses | ||
2011-04-01 | Type of plan entity | Single employer plan |
2011-04-01 | Submission has been amended | No |
2011-04-01 | This submission is the final filing | No |
2011-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-04-01 | Plan is a collectively bargained plan | Yes |
2011-04-01 | Plan funding arrangement – Trust | Yes |
2011-04-01 | Plan benefit arrangement - Trust | Yes |
2010: ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2010 form 5500 responses | ||
2010-04-01 | Type of plan entity | Single employer plan |
2010-04-01 | Submission has been amended | No |
2010-04-01 | This submission is the final filing | No |
2010-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-04-01 | Plan is a collectively bargained plan | Yes |
2010-04-01 | Plan funding arrangement – Trust | Yes |
2010-04-01 | Plan benefit arrangement - Trust | Yes |
2009: ENERSYS CLEVELAND EMPLOYEES' PENSION PLAN 2009 form 5500 responses | ||
2009-04-01 | Type of plan entity | Single employer plan |
2009-04-01 | Submission has been amended | No |
2009-04-01 | This submission is the final filing | No |
2009-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-04-01 | Plan is a collectively bargained plan | Yes |
2009-04-01 | Plan funding arrangement – Trust | Yes |
2009-04-01 | Plan benefit arrangement - Trust | Yes |