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ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN
Plan identification number 001

ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

ROBINSON HELICOPTER COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROBINSON HELICOPTER COMPANY, INC.
Employer identification number (EIN):952834107
NAIC Classification:336410

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01PAMELA GOETZ
0012023-01-01
0012023-01-01PAMELA GOETZ
0012022-01-01
0012022-01-01PAMELA GOETZ
0012021-01-01
0012021-01-01PAMELA GOETZ
0012020-01-01
0012019-01-01
0012017-01-01PAMELA GOETZ PAMELA GOETZ2018-10-11
0012016-01-01PAMELA GOETZ PAMELA GOETZ2017-10-13
0012015-01-01PAMELA GOETZ PAMELA GOETZ2016-10-11
0012014-01-01PAMELA GOETZ
0012013-01-01PAMELA GOETZ PAMELA GOETZ2014-10-13
0012012-01-01PAMELA GOETZ PAMELA GOETZ2013-10-10
0012011-01-01PAMELA GOETZ PAMELA GOETZ2012-10-08
0012010-01-01PAMELA GOETZ PAMELA GOETZ2011-10-06
0012009-01-01PAMELA GOETZ PAMELA GOETZ2010-10-06

Plan Statistics for ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN

401k plan membership statisitcs for ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN

Measure Date Value
2023: ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,228
Total number of active participants reported on line 7a of the Form 55002023-01-011,172
Number of retired or separated participants receiving benefits2023-01-0120
Number of other retired or separated participants entitled to future benefits2023-01-01113
Total of all active and inactive participants2023-01-011,305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-011,305
Number of participants with account balances2023-01-01888
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,169
Total number of active participants reported on line 7a of the Form 55002022-01-011,092
Number of retired or separated participants receiving benefits2022-01-0120
Number of other retired or separated participants entitled to future benefits2022-01-01116
Total of all active and inactive participants2022-01-011,228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,228
Number of participants with account balances2022-01-01856
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,125
Total number of active participants reported on line 7a of the Form 55002021-01-011,025
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01144
Total of all active and inactive participants2021-01-011,169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,169
Number of participants with account balances2021-01-01869
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,206
Total number of active participants reported on line 7a of the Form 55002020-01-01959
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01164
Total of all active and inactive participants2020-01-011,123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-011,125
Number of participants with account balances2020-01-01927
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,244
Total number of active participants reported on line 7a of the Form 55002019-01-011,082
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01122
Total of all active and inactive participants2019-01-011,204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-011,206
Number of participants with account balances2019-01-01984
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,292
Total number of active participants reported on line 7a of the Form 55002017-01-011,146
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01139
Total of all active and inactive participants2017-01-011,285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-011,288
Number of participants with account balances2017-01-011,023
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,347
Total number of active participants reported on line 7a of the Form 55002016-01-011,194
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0195
Total of all active and inactive participants2016-01-011,289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-011,292
Number of participants with account balances2016-01-011,028
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,344
Total number of active participants reported on line 7a of the Form 55002015-01-011,195
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0196
Total of all active and inactive participants2015-01-011,291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,293
Number of participants with account balances2015-01-011,028
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,403
Total number of active participants reported on line 7a of the Form 55002014-01-011,244
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0192
Total of all active and inactive participants2014-01-011,336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-011,341
Number of participants with account balances2014-01-011,001
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,487
Total number of active participants reported on line 7a of the Form 55002013-01-011,305
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0190
Total of all active and inactive participants2013-01-011,395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,396
Number of participants with account balances2013-01-011,019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,313
Total number of active participants reported on line 7a of the Form 55002012-01-011,321
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01111
Total of all active and inactive participants2012-01-011,432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,432
Number of participants with account balances2012-01-01961
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,139
Total number of active participants reported on line 7a of the Form 55002011-01-011,077
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01111
Total of all active and inactive participants2011-01-011,188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,188
Number of participants with account balances2011-01-01902
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,202
Total number of active participants reported on line 7a of the Form 55002010-01-01998
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01127
Total of all active and inactive participants2010-01-011,125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,125
Number of participants with account balances2010-01-01919
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0122
2009: ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,448
Total number of active participants reported on line 7a of the Form 55002009-01-011,075
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01121
Total of all active and inactive participants2009-01-011,197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,197
Number of participants with account balances2009-01-01938
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0159

Financial Data on ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN

Measure Date Value
2023 : ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$21,084,180
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$10,357,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$10,263,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$8,086,121
Value of total assets at end of year2023-12-31$110,153,081
Value of total assets at beginning of year2023-12-31$99,426,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$94,379
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$3,179,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$3,179,477
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$5,930,265
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$100,497
Other income not declared elsewhere2023-12-31$104,498
Administrative expenses (other) incurred2023-12-31$20,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$10,726,657
Value of net assets at end of year (total assets less liabilities)2023-12-31$110,153,081
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$99,426,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$75,975,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$62,453,565
Value of interest in common/collective trusts at end of year2023-12-31$34,177,541
Value of interest in common/collective trusts at beginning of year2023-12-31$36,972,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$8,812,891
Net investment gain or loss from common/collective trusts2023-12-31$901,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$2,055,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$10,263,144
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2023-12-31542189926
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$21,084,180
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$10,357,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$10,263,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$8,086,121
Value of total assets at end of year2023-01-01$110,153,081
Value of total assets at beginning of year2023-01-01$99,426,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$94,379
Total interest from all sources2023-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$3,179,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$3,179,477
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$5,930,265
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$100,497
Other income not declared elsewhere2023-01-01$104,498
Administrative expenses (other) incurred2023-01-01$20,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$10,726,657
Value of net assets at end of year (total assets less liabilities)2023-01-01$110,153,081
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$99,426,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$75,975,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$62,453,565
Value of interest in common/collective trusts at end of year2023-01-01$34,177,541
Value of interest in common/collective trusts at beginning of year2023-01-01$36,972,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$8,812,891
Net investment gain or loss from common/collective trusts2023-01-01$901,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01Yes
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$2,055,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$10,263,144
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2023-01-01542189926
2022 : ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-7,777,011
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,409,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,319,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,759,389
Value of total assets at end of year2022-12-31$99,426,424
Value of total assets at beginning of year2022-12-31$114,613,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$90,305
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,013,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,013,668
Administrative expenses professional fees incurred2022-12-31$24,500
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,667,231
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$133,020
Other income not declared elsewhere2022-12-31$120,523
Administrative expenses (other) incurred2022-12-31$65,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-15,186,903
Value of net assets at end of year (total assets less liabilities)2022-12-31$99,426,424
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$114,613,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$62,453,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$77,869,027
Value of interest in common/collective trusts at end of year2022-12-31$36,972,859
Value of interest in common/collective trusts at beginning of year2022-12-31$36,744,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-20,329,586
Net investment gain or loss from common/collective trusts2022-12-31$658,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,959,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,319,587
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2022-12-31542189926
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-7,777,011
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$7,409,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$7,319,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$7,759,389
Value of total assets at end of year2022-01-01$99,426,424
Value of total assets at beginning of year2022-01-01$114,613,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$90,305
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$4,013,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$4,013,668
Administrative expenses professional fees incurred2022-01-01$24,500
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$5,667,231
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$133,020
Other income not declared elsewhere2022-01-01$120,523
Administrative expenses (other) incurred2022-01-01$65,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-15,186,903
Value of net assets at end of year (total assets less liabilities)2022-01-01$99,426,424
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$114,613,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$62,453,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$77,869,027
Value of interest in common/collective trusts at end of year2022-01-01$36,972,859
Value of interest in common/collective trusts at beginning of year2022-01-01$36,744,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-20,329,586
Net investment gain or loss from common/collective trusts2022-01-01$658,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01Yes
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$1,959,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$7,319,587
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2022-01-01542189926
2021 : ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$18,645,884
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,949,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,830,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,368,268
Value of total assets at end of year2021-12-31$114,613,327
Value of total assets at beginning of year2021-12-31$103,916,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$118,701
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,407,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$6,407,145
Administrative expenses professional fees incurred2021-12-31$24,500
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,385,659
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$48,537
Other income not declared elsewhere2021-12-31$163,425
Administrative expenses (other) incurred2021-12-31$94,201
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$10,696,619
Value of net assets at end of year (total assets less liabilities)2021-12-31$114,613,327
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$103,916,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$77,869,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$67,202,081
Value of interest in common/collective trusts at end of year2021-12-31$36,744,300
Value of interest in common/collective trusts at beginning of year2021-12-31$36,714,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,036,392
Net investment gain or loss from common/collective trusts2021-12-31$670,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,934,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,830,564
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HENNINGFIELD & ASSOCIATIONS, INC.
Accountancy firm EIN2021-12-31542189926
2020 : ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$18,537,957
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$17,404,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$17,279,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,632,350
Value of total assets at end of year2020-12-31$103,916,708
Value of total assets at beginning of year2020-12-31$102,783,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$125,586
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,229,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,229,896
Administrative expenses professional fees incurred2020-12-31$24,500
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,763,791
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$26,218
Other income not declared elsewhere2020-12-31$56,978
Administrative expenses (other) incurred2020-12-31$101,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,133,073
Value of net assets at end of year (total assets less liabilities)2020-12-31$103,916,708
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$102,783,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$67,202,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$65,428,602
Value of interest in common/collective trusts at end of year2020-12-31$36,714,627
Value of interest in common/collective trusts at beginning of year2020-12-31$37,355,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,802,023
Net investment gain or loss from common/collective trusts2020-12-31$816,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,842,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$17,279,298
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HENNINGFIELD & ASSOCIATIONS, INC.
Accountancy firm EIN2020-12-31542189926
2019 : ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$21,385,179
Total income from all sources (including contributions)2019-12-31$21,385,179
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,013,157
Total of all expenses incurred2019-12-31$6,013,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,876,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,876,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,116,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,116,496
Value of total assets at end of year2019-12-31$102,783,635
Value of total assets at end of year2019-12-31$102,783,635
Value of total assets at beginning of year2019-12-31$87,411,613
Value of total assets at beginning of year2019-12-31$87,411,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$136,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$136,797
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,085,667
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,085,667
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,085,667
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,085,667
Administrative expenses professional fees incurred2019-12-31$24,450
Administrative expenses professional fees incurred2019-12-31$24,450
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,069,524
Contributions received from participants2019-12-31$5,069,524
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$31,719
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$31,719
Other income not declared elsewhere2019-12-31$117,645
Other income not declared elsewhere2019-12-31$117,645
Administrative expenses (other) incurred2019-12-31$112,347
Administrative expenses (other) incurred2019-12-31$112,347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$15,372,022
Value of net income/loss2019-12-31$15,372,022
Value of net assets at end of year (total assets less liabilities)2019-12-31$102,783,635
Value of net assets at end of year (total assets less liabilities)2019-12-31$102,783,635
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$87,411,613
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$87,411,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$65,428,602
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$65,428,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$50,728,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$50,728,263
Value of interest in common/collective trusts at end of year2019-12-31$37,355,033
Value of interest in common/collective trusts at end of year2019-12-31$37,355,033
Value of interest in common/collective trusts at beginning of year2019-12-31$36,683,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,215,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,215,014
Net investment gain or loss from common/collective trusts2019-12-31$850,357
Net investment gain or loss from common/collective trusts2019-12-31$850,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,015,253
Contributions received in cash from employer2019-12-31$2,015,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,876,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,876,360
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HENNINGFIELD & ASSOCIATIONS, INC.
Accountancy firm name2019-12-31HENNINGFIELD & ASSOCIATIONS, INC.
Accountancy firm EIN2019-12-31542189926
Accountancy firm EIN2019-12-31542189926
2018 : ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$5,162,433
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,333,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,307,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,210,457
Value of total assets at end of year2018-12-31$87,411,613
Value of total assets at beginning of year2018-12-31$86,583,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$26,254
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,209,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,209,304
Administrative expenses professional fees incurred2018-12-31$24,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,900,970
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$302,288
Other income not declared elsewhere2018-12-31$118,094
Administrative expenses (other) incurred2018-12-31$2,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$828,481
Value of net assets at end of year (total assets less liabilities)2018-12-31$87,411,613
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$86,583,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$50,728,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$52,206,242
Value of interest in common/collective trusts at end of year2018-12-31$36,683,350
Value of interest in common/collective trusts at beginning of year2018-12-31$34,376,890
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,061,095
Net investment gain or loss from common/collective trusts2018-12-31$685,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,007,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,307,698
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HENNINGFIELD & ASSOCIATIONS, INC.
Accountancy firm EIN2018-12-31542189926
2017 : ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$15,855,031
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,499,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,474,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,417,171
Value of total assets at end of year2017-12-31$86,583,132
Value of total assets at beginning of year2017-12-31$73,227,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$25,694
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,220,722
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$4,220,722
Administrative expenses professional fees incurred2017-12-31$24,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,438,082
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$54,363
Other income not declared elsewhere2017-12-31$85,273
Administrative expenses (other) incurred2017-12-31$1,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$13,355,337
Value of net assets at end of year (total assets less liabilities)2017-12-31$86,583,132
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$73,227,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$52,206,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$40,295,334
Value of interest in common/collective trusts at end of year2017-12-31$34,376,890
Value of interest in common/collective trusts at beginning of year2017-12-31$32,932,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,560,772
Net investment gain or loss from common/collective trusts2017-12-31$571,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,924,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,474,000
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HENNINGFIELD & ASSOCIATIONS, INC.
Accountancy firm EIN2017-12-31542189926
2016 : ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$9,238,520
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,734,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,708,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,030,197
Value of total assets at end of year2016-12-31$73,227,795
Value of total assets at beginning of year2016-12-31$67,723,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$25,941
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,354,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,354,407
Administrative expenses professional fees incurred2016-12-31$23,750
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,146,908
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$10,870
Other income not declared elsewhere2016-12-31$52,214
Administrative expenses (other) incurred2016-12-31$2,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,503,928
Value of net assets at end of year (total assets less liabilities)2016-12-31$73,227,795
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$67,723,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$40,295,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$38,258,086
Value of interest in common/collective trusts at end of year2016-12-31$32,932,461
Value of interest in common/collective trusts at beginning of year2016-12-31$29,465,781
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,315,852
Net investment gain or loss from common/collective trusts2016-12-31$485,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,872,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,708,651
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HENNINGFIELD & ASSOCIATIONS, INC.
Accountancy firm EIN2016-12-31542189926
2015 : ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$6,280,007
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,500,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,472,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,761,368
Value of total assets at end of year2015-12-31$67,723,867
Value of total assets at beginning of year2015-12-31$64,943,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$27,600
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,254,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,254,066
Administrative expenses professional fees incurred2015-12-31$24,050
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,941,074
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$25,712
Other income not declared elsewhere2015-12-31$49,162
Administrative expenses (other) incurred2015-12-31$3,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,779,899
Value of net assets at end of year (total assets less liabilities)2015-12-31$67,723,867
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$64,943,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$38,258,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$35,984,087
Value of interest in common/collective trusts at end of year2015-12-31$29,465,781
Value of interest in common/collective trusts at beginning of year2015-12-31$28,959,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,894,802
Net investment gain or loss from common/collective trusts2015-12-31$110,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,794,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,472,508
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HENNINGFIELD & ASSOCIATIONS, INC.
Accountancy firm EIN2015-12-31542189926
2014 : ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$7,680,041
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,824,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,803,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,301,358
Value of total assets at end of year2014-12-31$64,943,968
Value of total assets at beginning of year2014-12-31$60,088,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$20,686
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,065,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,065,350
Administrative expenses professional fees incurred2014-12-31$19,050
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,551,735
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$90,303
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3,750
Other income not declared elsewhere2014-12-31$33,898
Administrative expenses (other) incurred2014-12-31$1,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,855,942
Value of net assets at end of year (total assets less liabilities)2014-12-31$64,943,968
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$60,088,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$35,984,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$32,340,500
Value of interest in common/collective trusts at end of year2014-12-31$28,959,881
Value of interest in common/collective trusts at beginning of year2014-12-31$27,743,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-261,508
Net investment gain or loss from common/collective trusts2014-12-31$540,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,659,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,803,413
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HENNINGFIELD & ASSOCIATIONS, INC.
Accountancy firm EIN2014-12-31542189926
2013 : ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$11,214,363
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,578,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,556,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,944,328
Value of total assets at end of year2013-12-31$60,088,026
Value of total assets at beginning of year2013-12-31$51,452,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$22,064
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,340,064
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,340,064
Administrative expenses professional fees incurred2013-12-31$19,350
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,322,678
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$88,889
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$3,750
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$30,159
Administrative expenses (other) incurred2013-12-31$2,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$8,635,571
Value of net assets at end of year (total assets less liabilities)2013-12-31$60,088,026
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$51,452,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$32,340,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$23,619,354
Value of interest in common/collective trusts at end of year2013-12-31$27,743,776
Value of interest in common/collective trusts at beginning of year2013-12-31$27,833,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,134,700
Net investment gain or loss from common/collective trusts2013-12-31$-234,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,532,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,556,728
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HENNINGFIELD & ASSOCIATIONS, INC.
Accountancy firm EIN2013-12-31542189926
2012 : ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$8,210,155
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,227,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,208,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,441,780
Value of total assets at end of year2012-12-31$51,452,455
Value of total assets at beginning of year2012-12-31$45,469,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$18,887
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,049,976
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,049,976
Administrative expenses professional fees incurred2012-12-31$18,750
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,040,896
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$9,080
Other income not declared elsewhere2012-12-31$15,265
Administrative expenses (other) incurred2012-12-31$137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,983,086
Value of net assets at end of year (total assets less liabilities)2012-12-31$51,452,455
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$45,469,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$23,619,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$19,472,135
Value of interest in common/collective trusts at end of year2012-12-31$27,833,101
Value of interest in common/collective trusts at beginning of year2012-12-31$25,997,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,901,793
Net investment gain or loss from common/collective trusts2012-12-31$801,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,391,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,208,182
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HENNINGFIELD & ASSOCIATIONS, INC.
Accountancy firm EIN2012-12-31542189926
2011 : ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,417,650
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,539,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,520,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,128,475
Value of total assets at end of year2011-12-31$45,469,369
Value of total assets at beginning of year2011-12-31$42,591,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$19,653
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$479,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$479,989
Administrative expenses professional fees incurred2011-12-31$18,500
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,805,284
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$22,053
Other income not declared elsewhere2011-12-31$15,000
Administrative expenses (other) incurred2011-12-31$1,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,877,908
Value of net assets at end of year (total assets less liabilities)2011-12-31$45,469,369
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$42,591,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$19,472,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$19,023,902
Value of interest in common/collective trusts at end of year2011-12-31$25,997,234
Value of interest in common/collective trusts at beginning of year2011-12-31$23,567,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-981,651
Net investment gain or loss from common/collective trusts2011-12-31$775,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,301,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,520,089
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HENNINGFIELD & ASSOCIATIONS, INC.
Accountancy firm EIN2011-12-31542189926
2010 : ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$7,961,715
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,067,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,052,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,089,087
Value of total assets at end of year2010-12-31$42,591,461
Value of total assets at beginning of year2010-12-31$36,697,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$14,789
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$397,644
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$397,644
Administrative expenses professional fees incurred2010-12-31$14,750
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,783,554
Other income not declared elsewhere2010-12-31$11,399
Administrative expenses (other) incurred2010-12-31$39
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,894,351
Value of net assets at end of year (total assets less liabilities)2010-12-31$42,591,461
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$36,697,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$19,023,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,032,382
Value of interest in common/collective trusts at end of year2010-12-31$23,567,559
Value of interest in common/collective trusts at beginning of year2010-12-31$21,664,728
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,435,153
Net investment gain or loss from common/collective trusts2010-12-31$1,028,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,305,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,052,575
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2010-12-31542189926
2009 : ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN

2023: ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROBINSON HELICOPTER COMPANY 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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