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QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 401k Plan overview

Plan NameQUANTUM DESIGN INTERNATIONAL PROFIT SHARING &
Plan identification number 002

QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 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

QUANTUM DESIGN INTERNATIONAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:QUANTUM DESIGN INTERNATIONAL, INC.
Employer identification number (EIN):953728858
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about QUANTUM DESIGN INTERNATIONAL, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1982-04-12
Company Identification Number: C1070576
Legal Registered Office Address: 169 Saxony Road, Suite 205

Encinitas
United States of America (USA)
92024

More information about QUANTUM DESIGN INTERNATIONAL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan QUANTUM DESIGN INTERNATIONAL PROFIT SHARING &

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-10-01
0022020-10-01
0022019-10-01
0022018-10-01
0022017-10-01
0022016-10-01DAVID SCHULTZ
0022015-10-01DAVID SCHULTZ
0022014-10-01DAVID SCHULTZ
0022013-10-01DAVID SCHULTZ
0022012-10-01DAVID SCHULTZ
0022011-10-01DAVID SCHULTZ
0022009-10-01DAVID SCHULTZ
0022008-10-01

Plan Statistics for QUANTUM DESIGN INTERNATIONAL PROFIT SHARING &

401k plan membership statisitcs for QUANTUM DESIGN INTERNATIONAL PROFIT SHARING &

Measure Date Value
2021: QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2021 401k membership
Total participants, beginning-of-year2021-10-01322
Total number of active participants reported on line 7a of the Form 55002021-10-01247
Number of retired or separated participants receiving benefits2021-10-0130
Number of other retired or separated participants entitled to future benefits2021-10-0170
Total of all active and inactive participants2021-10-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01347
Number of participants with account balances2021-10-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-017
2020: QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2020 401k membership
Total participants, beginning-of-year2020-10-01301
Total number of active participants reported on line 7a of the Form 55002020-10-01229
Number of retired or separated participants receiving benefits2020-10-0125
Number of other retired or separated participants entitled to future benefits2020-10-0167
Total of all active and inactive participants2020-10-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01321
Number of participants with account balances2020-10-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-014
2019: QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2019 401k membership
Total participants, beginning-of-year2019-10-01306
Total number of active participants reported on line 7a of the Form 55002019-10-01211
Number of retired or separated participants receiving benefits2019-10-0122
Number of other retired or separated participants entitled to future benefits2019-10-0166
Total of all active and inactive participants2019-10-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01299
Number of participants with account balances2019-10-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-013
2018: QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2018 401k membership
Total participants, beginning-of-year2018-10-01291
Total number of active participants reported on line 7a of the Form 55002018-10-01209
Number of retired or separated participants receiving benefits2018-10-0120
Number of other retired or separated participants entitled to future benefits2018-10-0176
Total of all active and inactive participants2018-10-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01305
Number of participants with account balances2018-10-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-017
2017: QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2017 401k membership
Total participants, beginning-of-year2017-10-01293
Total number of active participants reported on line 7a of the Form 55002017-10-01195
Number of retired or separated participants receiving benefits2017-10-0117
Number of other retired or separated participants entitled to future benefits2017-10-0172
Total of all active and inactive participants2017-10-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01284
Number of participants with account balances2017-10-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-0113
2016: QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2016 401k membership
Total participants, beginning-of-year2016-10-01287
Total number of active participants reported on line 7a of the Form 55002016-10-01204
Number of retired or separated participants receiving benefits2016-10-0113
Number of other retired or separated participants entitled to future benefits2016-10-0165
Total of all active and inactive participants2016-10-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01282
Number of participants with account balances2016-10-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-017
2015: QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2015 401k membership
Total participants, beginning-of-year2015-10-01252
Total number of active participants reported on line 7a of the Form 55002015-10-01254
Number of retired or separated participants receiving benefits2015-10-011
Number of other retired or separated participants entitled to future benefits2015-10-019
Total of all active and inactive participants2015-10-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01264
Number of participants with account balances2015-10-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-0111
2014: QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2014 401k membership
Total participants, beginning-of-year2014-10-01264
Total number of active participants reported on line 7a of the Form 55002014-10-01214
Number of retired or separated participants receiving benefits2014-10-0113
Number of other retired or separated participants entitled to future benefits2014-10-0140
Total of all active and inactive participants2014-10-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01267
Number of participants with account balances2014-10-01260
2013: QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2013 401k membership
Total participants, beginning-of-year2013-10-01272
Total number of active participants reported on line 7a of the Form 55002013-10-01218
Number of retired or separated participants receiving benefits2013-10-015
Number of other retired or separated participants entitled to future benefits2013-10-0141
Total of all active and inactive participants2013-10-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01264
Number of participants with account balances2013-10-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-019
2012: QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2012 401k membership
Total participants, beginning-of-year2012-10-01257
Total number of active participants reported on line 7a of the Form 55002012-10-01235
Number of retired or separated participants receiving benefits2012-10-015
Number of other retired or separated participants entitled to future benefits2012-10-0132
Total of all active and inactive participants2012-10-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01272
Number of participants with account balances2012-10-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-013
2011: QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2011 401k membership
Total participants, beginning-of-year2011-10-01249
Total number of active participants reported on line 7a of the Form 55002011-10-01217
Number of retired or separated participants receiving benefits2011-10-016
Number of other retired or separated participants entitled to future benefits2011-10-0134
Total of all active and inactive participants2011-10-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01257
Number of participants with account balances2011-10-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-012
2009: QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2009 401k membership
Total participants, beginning-of-year2009-10-01185
Total number of active participants reported on line 7a of the Form 55002009-10-01174
Number of retired or separated participants receiving benefits2009-10-014
Number of other retired or separated participants entitled to future benefits2009-10-0129
Total of all active and inactive participants2009-10-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-011
Total participants2009-10-01208
Number of participants with account balances2009-10-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-014

Financial Data on QUANTUM DESIGN INTERNATIONAL PROFIT SHARING &

Measure Date Value
2022 : QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-8,607,404
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$6,953,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$6,576,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$3,641,004
Value of total assets at end of year2022-09-30$66,290,186
Value of total assets at beginning of year2022-09-30$81,851,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$377,214
Total interest from all sources2022-09-30$27,568
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$4,545,204
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$4,545,204
Administrative expenses professional fees incurred2022-09-30$67,996
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$1,656,944
Participant contributions at end of year2022-09-30$593,972
Participant contributions at beginning of year2022-09-30$591,967
Participant contributions at end of year2022-09-30$11,144
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$32,684
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-15,561,076
Value of net assets at end of year (total assets less liabilities)2022-09-30$66,290,186
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$81,851,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Investment advisory and management fees2022-09-30$300,637
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$44,702,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$62,263,811
Interest on participant loans2022-09-30$27,568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$19,860,559
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$17,949,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-16,821,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30Yes
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$1,951,376
Employer contributions (assets) at end of year2022-09-30$1,122,195
Employer contributions (assets) at beginning of year2022-09-30$1,046,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$6,576,458
Contract administrator fees2022-09-30$8,581
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2022-09-30431947695
2021 : QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$17,300,651
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$3,178,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$2,773,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$3,805,550
Value of total assets at end of year2021-09-30$81,851,262
Value of total assets at beginning of year2021-09-30$67,728,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$404,436
Total interest from all sources2021-09-30$34,255
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Administrative expenses professional fees incurred2021-09-30$40,671
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$758,965
If this is an individual account plan, was there a blackout period2021-09-30No
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$1,533,364
Participant contributions at end of year2021-09-30$591,967
Participant contributions at beginning of year2021-09-30$678,153
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$397,202
Other income not declared elsewhere2021-09-30$63,665
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$14,122,415
Value of net assets at end of year (total assets less liabilities)2021-09-30$81,851,262
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$67,728,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Investment advisory and management fees2021-09-30$355,118
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$62,263,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$48,677,026
Interest on participant loans2021-09-30$34,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$17,949,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$17,429,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$13,397,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$1,874,984
Employer contributions (assets) at end of year2021-09-30$1,046,092
Employer contributions (assets) at beginning of year2021-09-30$944,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$2,773,800
Contract administrator fees2021-09-30$8,647
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Unqualified
Accountancy firm name2021-09-30MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2021-09-30431947695
2020 : QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$11,782,731
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$1,693,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$1,319,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$3,174,010
Value of total assets at end of year2020-09-30$67,728,847
Value of total assets at beginning of year2020-09-30$57,639,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$373,142
Total interest from all sources2020-09-30$39,127
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$758,965
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$1,390,030
Participant contributions at end of year2020-09-30$678,153
Participant contributions at beginning of year2020-09-30$690,978
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$63,541
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$10,089,666
Value of net assets at end of year (total assets less liabilities)2020-09-30$67,728,847
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$57,639,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$48,677,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$43,084,675
Interest on participant loans2020-09-30$39,127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$17,429,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$12,932,693
Net investment gain/loss from pooled separate accounts2020-09-30$8,569,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$1,720,439
Employer contributions (assets) at end of year2020-09-30$944,004
Employer contributions (assets) at beginning of year2020-09-30$930,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$1,319,923
Contract administrator fees2020-09-30$373,142
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30JGD & ASSOCIATES, LLP
Accountancy firm EIN2020-09-30953132551
2019 : QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$4,294,736
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$2,332,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$2,197,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$3,015,166
Value of total assets at end of year2019-09-30$57,639,180
Value of total assets at beginning of year2019-09-30$55,677,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$135,050
Total interest from all sources2019-09-30$28,167
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$1,321,120
Participant contributions at end of year2019-09-30$690,977
Participant contributions at beginning of year2019-09-30$525,622
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$17,931
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$1,961,831
Value of net assets at end of year (total assets less liabilities)2019-09-30$57,639,180
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$55,677,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$43,084,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$8,858,260
Value of interest in pooled separate accounts at end of year2019-09-30$0
Value of interest in pooled separate accounts at beginning of year2019-09-30$37,024,328
Interest on participant loans2019-09-30$28,167
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$12,932,693
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$8,392,104
Net investment gain/loss from pooled separate accounts2019-09-30$1,251,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$1,676,115
Employer contributions (assets) at end of year2019-09-30$930,835
Employer contributions (assets) at beginning of year2019-09-30$877,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$2,197,855
Contract administrator fees2019-09-30$135,050
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30JGD & ASSOCIATES, LLP
Accountancy firm EIN2019-09-30953132551
2018 : QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$9,985,345
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$3,069,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$2,921,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$2,922,289
Value of total assets at end of year2018-09-30$55,677,349
Value of total assets at beginning of year2018-09-30$48,761,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$148,112
Total interest from all sources2018-09-30$216,892
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Administrative expenses professional fees incurred2018-09-30$148,112
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$1,000,000
If this is an individual account plan, was there a blackout period2018-09-30No
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$1,293,845
Participant contributions at end of year2018-09-30$525,622
Participant contributions at beginning of year2018-09-30$629,791
Participant contributions at beginning of year2018-09-30$50,004
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$15,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$6,916,131
Value of net assets at end of year (total assets less liabilities)2018-09-30$55,677,349
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$48,761,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$8,858,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$39,755,859
Value of interest in pooled separate accounts at end of year2018-09-30$37,024,328
Interest on participant loans2018-09-30$27,598
Interest earned on other investments2018-09-30$189,294
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$8,392,104
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$7,413,182
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$6,846,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30Yes
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$1,612,642
Employer contributions (assets) at end of year2018-09-30$877,035
Employer contributions (assets) at beginning of year2018-09-30$912,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$2,921,102
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30JGD & ASSOCIATES, LLP
Accountancy firm EIN2018-09-30953132551
2017 : QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$8,660,027
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$1,513,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$1,398,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$2,931,462
Value of total assets at end of year2017-09-30$48,761,218
Value of total assets at beginning of year2017-09-30$41,614,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$115,199
Total interest from all sources2017-09-30$199,628
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Administrative expenses professional fees incurred2017-09-30$115,199
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$1,297,383
Participant contributions at end of year2017-09-30$629,791
Participant contributions at beginning of year2017-09-30$672,384
Participant contributions at end of year2017-09-30$50,004
Participant contributions at beginning of year2017-09-30$47,431
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$61,424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$7,146,627
Value of net assets at end of year (total assets less liabilities)2017-09-30$48,761,218
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$41,614,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$39,755,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$33,538,504
Interest on participant loans2017-09-30$28,370
Interest earned on other investments2017-09-30$171,258
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$7,413,182
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$6,464,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$5,528,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30Yes
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$1,572,655
Employer contributions (assets) at end of year2017-09-30$912,382
Employer contributions (assets) at beginning of year2017-09-30$891,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$1,398,201
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30JGD & ASSOCIATES, LLP
Accountancy firm EIN2017-09-30953132551
2016 : QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$6,022,556
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$930,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$792,686
Expenses. Certain deemed distributions of participant loans2016-09-30$33,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$2,937,032
Value of total assets at end of year2016-09-30$41,614,591
Value of total assets at beginning of year2016-09-30$36,522,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$104,538
Total interest from all sources2016-09-30$28,769
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Administrative expenses professional fees incurred2016-09-30$8,375
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$1,261,486
Participant contributions at end of year2016-09-30$672,384
Participant contributions at beginning of year2016-09-30$789,301
Participant contributions at end of year2016-09-30$47,431
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$88,157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$5,091,608
Value of net assets at end of year (total assets less liabilities)2016-09-30$41,614,591
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$36,522,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$33,538,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$30,848,237
Interest on participant loans2016-09-30$28,769
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$6,464,909
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$4,049,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$3,056,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30Yes
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$1,587,389
Employer contributions (assets) at end of year2016-09-30$891,363
Employer contributions (assets) at beginning of year2016-09-30$836,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$792,686
Contract administrator fees2016-09-30$96,163
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30JGD & ASSOCIATES, LLP
Accountancy firm EIN2016-09-30953132551
2015 : QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-09-30$0
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$2,401
Expenses. Interest paid2015-09-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-09-30$0
Total income from all sources (including contributions)2015-09-30$3,165,118
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$2,161,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$1,743,886
Expenses. Certain deemed distributions of participant loans2015-09-30$0
Value of total corrective distributions2015-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$3,059,078
Value of total assets at end of year2015-09-30$36,522,983
Value of total assets at beginning of year2015-09-30$35,521,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$417,259
Total income from rents2015-09-30$0
Total interest from all sources2015-09-30$30,715
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$0
Assets. Real estate other than employer real property at end of year2015-09-30$0
Assets. Real estate other than employer real property at beginning of year2015-09-30$0
Administrative expenses professional fees incurred2015-09-30$14,977
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-09-30$0
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$1,190,665
Participant contributions at end of year2015-09-30$789,301
Participant contributions at beginning of year2015-09-30$649,607
Participant contributions at end of year2015-09-30$0
Participant contributions at beginning of year2015-09-30$1,769
Assets. Other investments not covered elsewhere at end of year2015-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2015-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$356,385
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$0
Assets. Loans (other than to participants) at end of year2015-09-30$0
Assets. Loans (other than to participants) at beginning of year2015-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-09-30$2,401
Other income not declared elsewhere2015-09-30$75,325
Administrative expenses (other) incurred2015-09-30$0
Liabilities. Value of operating payables at end of year2015-09-30$0
Liabilities. Value of operating payables at beginning of year2015-09-30$0
Total non interest bearing cash at end of year2015-09-30$0
Total non interest bearing cash at beginning of year2015-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$1,003,973
Value of net assets at end of year (total assets less liabilities)2015-09-30$36,522,983
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$35,519,010
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Assets. partnership/joint venture interests at end of year2015-09-30$0
Assets. partnership/joint venture interests at beginning of year2015-09-30$0
Investment advisory and management fees2015-09-30$136,026
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$30,848,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$30,287,597
Value of interest in pooled separate accounts at end of year2015-09-30$0
Value of interest in pooled separate accounts at beginning of year2015-09-30$0
Interest on participant loans2015-09-30$30,715
Income. Interest from loans (other than to participants)2015-09-30$0
Interest earned on other investments2015-09-30$0
Income. Interest from US Government securities2015-09-30$0
Income. Interest from corporate debt instruments2015-09-30$0
Value of interest in master investment trust accounts at end of year2015-09-30$0
Value of interest in master investment trust accounts at beginning of year2015-09-30$0
Value of interest in common/collective trusts at end of year2015-09-30$0
Value of interest in common/collective trusts at beginning of year2015-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2015-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$4,049,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$3,742,155
Expenses. Payments to insurance carriers foe the provision of benefits2015-09-30$0
Asset value of US Government securities at end of year2015-09-30$0
Asset value of US Government securities at beginning of year2015-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$0
Net investment gain/loss from pooled separate accounts2015-09-30$0
Net investment gain or loss from common/collective trusts2015-09-30$0
Net gain/loss from 103.12 investment entities2015-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30Yes
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Assets. Invements in employer securities at end of year2015-09-30$0
Assets. Invements in employer securities at beginning of year2015-09-30$0
Assets. Value of employer real property at end of year2015-09-30$0
Assets. Value of employer real property at beginning of year2015-09-30$0
Contributions received in cash from employer2015-09-30$1,512,028
Employer contributions (assets) at end of year2015-09-30$836,163
Employer contributions (assets) at beginning of year2015-09-30$840,283
Income. Dividends from preferred stock2015-09-30$0
Income. Dividends from common stock2015-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$1,743,886
Asset. Corporate debt instrument preferred debt at end of year2015-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2015-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-09-30$0
Contract administrator fees2015-09-30$266,256
Assets. Corporate common stocks other than exployer securities at end of year2015-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-09-30$0
Liabilities. Value of benefit claims payable at end of year2015-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2015-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-09-30$0
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Aggregate proceeds on sale of assets2015-09-30$0
Aggregate carrying amount (costs) on sale of assets2015-09-30$0
Liabilities. Value of acquisition indebtedness at end of year2015-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30MATRANGA & COMPANY
Accountancy firm EIN2015-09-30201147648
2014 : QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$2,401
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$15,807
Total income from all sources (including contributions)2014-09-30$6,486,741
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$1,671,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$1,286,277
Expenses. Certain deemed distributions of participant loans2014-09-30$26,091
Value of total corrective distributions2014-09-30$2,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$2,847,208
Value of total assets at end of year2014-09-30$35,521,411
Value of total assets at beginning of year2014-09-30$30,719,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$356,679
Total interest from all sources2014-09-30$28,562
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$1,126,800
Participant contributions at end of year2014-09-30$1,769
Participant contributions at beginning of year2014-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$216,755
Assets. Loans (other than to participants) at end of year2014-09-30$649,607
Assets. Loans (other than to participants) at beginning of year2014-09-30$612,364
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-09-30$2,401
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-09-30$15,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$4,815,293
Value of net assets at end of year (total assets less liabilities)2014-09-30$35,519,010
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$30,703,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Investment advisory and management fees2014-09-30$120,080
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$30,287,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$25,549,859
Interest on participant loans2014-09-30$28,562
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$3,742,155
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$3,762,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$3,610,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30Yes
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$1,503,653
Employer contributions (assets) at end of year2014-09-30$840,283
Employer contributions (assets) at beginning of year2014-09-30$795,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$1,286,277
Contract administrator fees2014-09-30$236,599
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30MATRANGA & COMPANY
Accountancy firm EIN2014-09-30201147648
2013 : QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$15,807
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$6,964,785
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$1,406,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$1,060,844
Value of total corrective distributions2013-09-30$44,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$2,541,864
Value of total assets at end of year2013-09-30$30,719,524
Value of total assets at beginning of year2013-09-30$25,145,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$301,309
Total interest from all sources2013-09-30$23,906
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$1,042,694
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$100,348
Assets. Loans (other than to participants) at end of year2013-09-30$612,364
Assets. Loans (other than to participants) at beginning of year2013-09-30$571,423
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-09-30$15,807
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$5,557,811
Value of net assets at end of year (total assets less liabilities)2013-09-30$30,703,717
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$25,145,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Investment advisory and management fees2013-09-30$98,410
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$25,549,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$21,363,840
Interest on participant loans2013-09-30$23,906
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$3,762,192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$2,470,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$4,399,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$1,398,822
Employer contributions (assets) at end of year2013-09-30$795,109
Employer contributions (assets) at beginning of year2013-09-30$739,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$1,060,844
Contract administrator fees2013-09-30$202,899
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30MATRANGA & COMPANY
Accountancy firm EIN2013-09-30201147648
2012 : QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total transfer of assets to this plan2012-09-30$0
Total transfer of assets from this plan2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$6,276,805
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$774,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$491,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$2,222,464
Value of total assets at end of year2012-09-30$25,145,906
Value of total assets at beginning of year2012-09-30$19,643,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$282,460
Total interest from all sources2012-09-30$22,499
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$920,572
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$3,347
Assets. Loans (other than to participants) at end of year2012-09-30$571,423
Assets. Loans (other than to participants) at beginning of year2012-09-30$533,522
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Income. Non cash contributions2012-09-30$0
Value of net income/loss2012-09-30$5,502,514
Value of net assets at end of year (total assets less liabilities)2012-09-30$25,145,906
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$19,643,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Investment advisory and management fees2012-09-30$98,976
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$21,363,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$16,458,176
Income. Interest from loans (other than to participants)2012-09-30$22,499
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$2,470,720
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$1,508,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$4,031,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$1,298,545
Employer contributions (assets) at end of year2012-09-30$739,923
Employer contributions (assets) at beginning of year2012-09-30$1,143,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$491,831
Contract administrator fees2012-09-30$183,484
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30MATRANGA & COMPANY
Accountancy firm EIN2012-09-30201147648
2011 : QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$2,114,358
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$571,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$337,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$2,492,954
Value of total assets at end of year2011-09-30$19,643,392
Value of total assets at beginning of year2011-09-30$18,100,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$234,070
Total interest from all sources2011-09-30$22,517
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$827,823
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$22,177
Assets. Loans (other than to participants) at end of year2011-09-30$533,522
Assets. Loans (other than to participants) at beginning of year2011-09-30$477,347
Administrative expenses (other) incurred2011-09-30$25,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$1,543,120
Value of net assets at end of year (total assets less liabilities)2011-09-30$19,643,392
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$18,100,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Investment advisory and management fees2011-09-30$103,720
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$16,458,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$15,774,542
Interest on participant loans2011-09-30$22,517
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$1,508,559
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$900,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-401,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$1,642,954
Employer contributions (assets) at end of year2011-09-30$1,143,135
Employer contributions (assets) at beginning of year2011-09-30$948,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$337,168
Contract administrator fees2011-09-30$104,420
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30MATRANGA & RILEY,CPAS
Accountancy firm EIN2011-09-30201147648
2010 : QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for QUANTUM DESIGN INTERNATIONAL PROFIT SHARING &

2021: QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: QUANTUM DESIGN INTERNATIONAL PROFIT SHARING & 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number63112-1
Policy instance 1
Insurance contract or identification number63112-1
Number of Individuals Covered326
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number63112-1
Policy instance 1
Insurance contract or identification number63112-1
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number63112-1
Policy instance 1
Insurance contract or identification number63112-1
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number196-80594
Policy instance 1
Insurance contract or identification number196-80594
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number63112-1
Policy instance 2
Insurance contract or identification number63112-1
Number of Individuals Covered292
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number196-80594
Policy instance 1
Insurance contract or identification number196-80594
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $19,913
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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