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HAAS AUTOMATION, INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameHAAS AUTOMATION, INC. 401K PROFIT SHARING PLAN
Plan identification number 001

HAAS AUTOMATION, INC. 401K PROFIT SHARING 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HAAS AUTOMATION INC. has sponsored the creation of one or more 401k plans.

Company Name:HAAS AUTOMATION INC.
Employer identification number (EIN):953883244
NAIC Classification:333900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAAS AUTOMATION, INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOHN JAKUBOWSKI
0012016-01-01JOHN JAKUBOWSKI
0012015-01-01JOHN JAKUBOWSKI
0012014-01-01JOHN JAKUBOWSKI
0012013-01-01JOHN JAKUBOWSKI
0012012-01-01JOHN JAKUBOWSKI
0012011-01-01JOHN JAKUBOWSKI
0012009-01-01JOHN JAKUBOWSKI

Plan Statistics for HAAS AUTOMATION, INC. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for HAAS AUTOMATION, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2022: HAAS AUTOMATION, INC. 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,695
Total number of active participants reported on line 7a of the Form 55002022-01-011,385
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01367
Total of all active and inactive participants2022-01-011,752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-018
Total participants2022-01-011,760
Number of participants with account balances2022-01-011,741
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0149
2021: HAAS AUTOMATION, INC. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,666
Total number of active participants reported on line 7a of the Form 55002021-01-011,357
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01332
Total of all active and inactive participants2021-01-011,689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-011,695
Number of participants with account balances2021-01-011,668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01100
2020: HAAS AUTOMATION, INC. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,692
Total number of active participants reported on line 7a of the Form 55002020-01-011,386
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01274
Total of all active and inactive participants2020-01-011,660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-011,666
Number of participants with account balances2020-01-011,654
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0156
2019: HAAS AUTOMATION, INC. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,584
Total number of active participants reported on line 7a of the Form 55002019-01-011,457
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01229
Total of all active and inactive participants2019-01-011,686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-011,692
Number of participants with account balances2019-01-011,671
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0162
2018: HAAS AUTOMATION, INC. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,495
Total number of active participants reported on line 7a of the Form 55002018-01-011,371
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01208
Total of all active and inactive participants2018-01-011,579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-011,584
Number of participants with account balances2018-01-011,560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0140
2017: HAAS AUTOMATION, INC. 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,352
Total number of active participants reported on line 7a of the Form 55002017-01-011,244
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01247
Total of all active and inactive participants2017-01-011,491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-011,495
Number of participants with account balances2017-01-011,466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0160
2016: HAAS AUTOMATION, INC. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,416
Total number of active participants reported on line 7a of the Form 55002016-01-011,178
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01169
Total of all active and inactive participants2016-01-011,347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-011,352
Number of participants with account balances2016-01-011,346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0184
2015: HAAS AUTOMATION, INC. 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,196
Total number of active participants reported on line 7a of the Form 55002015-01-011,259
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01150
Total of all active and inactive participants2015-01-011,409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-011,416
Number of participants with account balances2015-01-011,397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0120
2014: HAAS AUTOMATION, INC. 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,202
Total number of active participants reported on line 7a of the Form 55002014-01-011,058
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01132
Total of all active and inactive participants2014-01-011,190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-011,196
Number of participants with account balances2014-01-011,186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0120
2013: HAAS AUTOMATION, INC. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,122
Total number of active participants reported on line 7a of the Form 55002013-01-011,064
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01129
Total of all active and inactive participants2013-01-011,193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-019
Total participants2013-01-011,202
Number of participants with account balances2013-01-011,167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0117
2012: HAAS AUTOMATION, INC. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,034
Total number of active participants reported on line 7a of the Form 55002012-01-01983
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01133
Total of all active and inactive participants2012-01-011,116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-011,122
Number of participants with account balances2012-01-011,052
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: HAAS AUTOMATION, INC. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,084
Total number of active participants reported on line 7a of the Form 55002011-01-01881
Number of other retired or separated participants entitled to future benefits2011-01-01145
Total of all active and inactive participants2011-01-011,026
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-018
Total participants2011-01-011,034
Number of participants with account balances2011-01-011,018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2009: HAAS AUTOMATION, INC. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,194
Total number of active participants reported on line 7a of the Form 55002009-01-01857
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01269
Total of all active and inactive participants2009-01-011,126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,126
Number of participants with account balances2009-01-011,125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01174

Financial Data on HAAS AUTOMATION, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2022 : HAAS AUTOMATION, INC. 401K PROFIT SHARING 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$0
Total income from all sources (including contributions)2022-12-31$-30,886,018
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$11,669,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,485,395
Expenses. Certain deemed distributions of participant loans2022-12-31$91,462
Value of total corrective distributions2022-12-31$47,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$20,512,704
Value of total assets at end of year2022-12-31$263,338,598
Value of total assets at beginning of year2022-12-31$305,894,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$44,647
Total interest from all sources2022-12-31$238,269
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$7,508,195
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$7,508,195
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$11,821,291
Participant contributions at end of year2022-12-31$5,187,487
Participant contributions at beginning of year2022-12-31$5,785,812
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$1,062
Assets. Other investments not covered elsewhere at end of year2022-12-31$15,835,000
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$19,850,817
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$135,387
Other income not declared elsewhere2022-12-31$-5,088,326
Administrative expenses (other) incurred2022-12-31$31,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-42,555,428
Value of net assets at end of year (total assets less liabilities)2022-12-31$263,338,598
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$305,894,026
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
Investment advisory and management fees2022-12-31$12,677
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$193,411,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$231,007,384
Interest on participant loans2022-12-31$238,269
Value of interest in common/collective trusts at end of year2022-12-31$40,349,726
Value of interest in common/collective trusts at beginning of year2022-12-31$42,348,951
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-50,359,614
Net investment gain or loss from common/collective trusts2022-12-31$-3,697,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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$8,556,026
Employer contributions (assets) at end of year2022-12-31$8,555,000
Employer contributions (assets) at beginning of year2022-12-31$6,900,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,485,395
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 name2022-12-31BARTLETT, PRINGLE & WOLF, LLP
Accountancy firm EIN2022-12-31952089835
2021 : HAAS AUTOMATION, INC. 401K PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$52,581,735
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$16,658,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$16,592,754
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$27,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$18,245,332
Value of total assets at end of year2021-12-31$305,894,026
Value of total assets at beginning of year2021-12-31$269,970,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$38,021
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$300,817
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$10,315,474
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$10,315,474
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
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$10,327,618
Participant contributions at end of year2021-12-31$5,785,812
Participant contributions at beginning of year2021-12-31$7,060,706
Participant contributions at end of year2021-12-31$1,062
Participant contributions at beginning of year2021-12-31$1,057
Assets. Other investments not covered elsewhere at end of year2021-12-31$19,850,817
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$16,499,597
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,017,736
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$2,759,202
Administrative expenses (other) incurred2021-12-31$25,180
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$35,923,672
Value of net assets at end of year (total assets less liabilities)2021-12-31$305,894,026
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$269,970,354
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$771
Investment advisory and management fees2021-12-31$12,841
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$231,007,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$201,660,099
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$300,817
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$42,348,951
Value of interest in common/collective trusts at beginning of year2021-12-31$38,695,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$17,791,535
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$3,169,375
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$6,899,978
Employer contributions (assets) at end of year2021-12-31$6,900,000
Employer contributions (assets) at beginning of year2021-12-31$6,052,816
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$16,592,754
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
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
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BARTLETT, PRINGLE & WOLF, LLP
Accountancy firm EIN2021-12-31952089835
2020 : HAAS AUTOMATION, INC. 401K PROFIT SHARING 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$50,452,947
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$25,790,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$25,738,552
Expenses. Certain deemed distributions of participant loans2020-12-31$5,148
Value of total corrective distributions2020-12-31$24,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$15,353,825
Value of total assets at end of year2020-12-31$269,970,354
Value of total assets at beginning of year2020-12-31$245,308,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,460
Total interest from all sources2020-12-31$410,313
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,232,824
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$4,232,824
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$9,203,766
Participant contributions at end of year2020-12-31$7,060,706
Participant contributions at beginning of year2020-12-31$9,322,408
Participant contributions at end of year2020-12-31$1,057
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$16,499,597
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$11,198,070
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$96,990
Other income not declared elsewhere2020-12-31$4,405,138
Administrative expenses (other) incurred2020-12-31$12,365
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$24,662,171
Value of net assets at end of year (total assets less liabilities)2020-12-31$269,970,354
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$245,308,183
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
Assets. partnership/joint venture interests at end of year2020-12-31$771
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$10,095
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$201,660,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$183,435,739
Interest on participant loans2020-12-31$410,313
Value of interest in common/collective trusts at end of year2020-12-31$38,695,308
Value of interest in common/collective trusts at beginning of year2020-12-31$33,901,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$22,419,512
Net investment gain or loss from common/collective trusts2020-12-31$3,631,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$6,053,069
Employer contributions (assets) at end of year2020-12-31$6,052,816
Employer contributions (assets) at beginning of year2020-12-31$7,450,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$25,738,552
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 name2020-12-31BARTLETT, PRINGLE & WOLF, LLP
Accountancy firm EIN2020-12-31952089835
2019 : HAAS AUTOMATION, INC. 401K PROFIT SHARING PLAN 2019 401k financial data
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 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$56,260,299
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$11,115,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$11,038,530
Value of total corrective distributions2019-12-31$20,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$16,387,022
Value of total assets at end of year2019-12-31$245,308,183
Value of total assets at beginning of year2019-12-31$200,163,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$56,908
Total interest from all sources2019-12-31$413,625
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,282,012
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$4,282,012
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$8,782,985
Participant contributions at end of year2019-12-31$9,322,408
Participant contributions at beginning of year2019-12-31$8,477,598
Assets. Other investments not covered elsewhere at end of year2019-12-31$11,198,070
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$8,523,379
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$154,037
Other income not declared elsewhere2019-12-31$1,722,771
Administrative expenses (other) incurred2019-12-31$48,300
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$45,144,389
Value of net assets at end of year (total assets less liabilities)2019-12-31$245,308,183
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$200,163,794
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$8,608
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$183,435,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$157,765,282
Interest on participant loans2019-12-31$413,625
Value of interest in common/collective trusts at end of year2019-12-31$33,901,966
Value of interest in common/collective trusts at beginning of year2019-12-31$18,713,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$30,620,452
Net investment gain or loss from common/collective trusts2019-12-31$2,834,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Contributions received in cash from employer2019-12-31$7,450,000
Employer contributions (assets) at end of year2019-12-31$7,450,000
Employer contributions (assets) at beginning of year2019-12-31$6,684,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,038,530
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BARTLETT, PRINGLE & WOLF, LLP
Accountancy firm EIN2019-12-31952089835
2018 : HAAS AUTOMATION, INC. 401K PROFIT SHARING 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$4,673,561
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$11,738,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,640,954
Expenses. Certain deemed distributions of participant loans2018-12-31$39,444
Value of total corrective distributions2018-12-31$16,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$15,027,940
Value of total assets at end of year2018-12-31$200,163,794
Value of total assets at beginning of year2018-12-31$207,228,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$41,628
Total interest from all sources2018-12-31$347,504
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$8,299,210
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$8,299,210
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$8,265,617
Participant contributions at end of year2018-12-31$8,477,598
Participant contributions at beginning of year2018-12-31$8,261,650
Assets. Other investments not covered elsewhere at end of year2018-12-31$8,523,379
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$11,433,713
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$77,828
Other income not declared elsewhere2018-12-31$-448,605
Administrative expenses (other) incurred2018-12-31$34,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,064,783
Value of net assets at end of year (total assets less liabilities)2018-12-31$200,163,794
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$207,228,577
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
Investment advisory and management fees2018-12-31$7,628
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$157,765,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$164,205,753
Interest on participant loans2018-12-31$347,504
Value of interest in common/collective trusts at end of year2018-12-31$18,713,131
Value of interest in common/collective trusts at beginning of year2018-12-31$17,342,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-19,092,160
Net investment gain or loss from common/collective trusts2018-12-31$539,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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$6,684,495
Employer contributions (assets) at end of year2018-12-31$6,684,404
Employer contributions (assets) at beginning of year2018-12-31$5,985,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,640,954
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 name2018-12-31BARTLETT, PRINGLE & WOLF, LLP
Accountancy firm EIN2018-12-31952089835
2017 : HAAS AUTOMATION, INC. 401K PROFIT SHARING 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$40,873,890
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$11,855,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$11,805,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$13,119,422
Value of total assets at end of year2017-12-31$207,228,577
Value of total assets at beginning of year2017-12-31$178,210,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$50,028
Total interest from all sources2017-12-31$306,006
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,751,443
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$5,751,443
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$6,667,120
Participant contributions at end of year2017-12-31$8,261,650
Participant contributions at beginning of year2017-12-31$8,013,109
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$58
Assets. Other investments not covered elsewhere at end of year2017-12-31$11,433,713
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$10,908,180
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$461,004
Other income not declared elsewhere2017-12-31$1,242,031
Administrative expenses (other) incurred2017-12-31$41,124
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$29,018,019
Value of net assets at end of year (total assets less liabilities)2017-12-31$207,228,577
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$178,210,558
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
Investment advisory and management fees2017-12-31$8,904
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$164,205,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$138,136,908
Interest on participant loans2017-12-31$306,006
Value of interest in common/collective trusts at end of year2017-12-31$17,342,102
Value of interest in common/collective trusts at beginning of year2017-12-31$16,684,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$20,035,711
Net investment gain or loss from common/collective trusts2017-12-31$419,277
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$5,991,298
Employer contributions (assets) at end of year2017-12-31$5,985,359
Employer contributions (assets) at beginning of year2017-12-31$4,467,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$11,805,843
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 name2017-12-31BARTLETT, PRINGLE & WOLF, LLP
Accountancy firm EIN2017-12-31952089835
2016 : HAAS AUTOMATION, INC. 401K PROFIT SHARING 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$22,291,288
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$11,011,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,965,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,811,927
Value of total assets at end of year2016-12-31$178,210,558
Value of total assets at beginning of year2016-12-31$166,930,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$45,496
Total interest from all sources2016-12-31$299,181
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,769,993
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$3,769,993
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$6,197,513
Participant contributions at end of year2016-12-31$8,013,109
Participant contributions at beginning of year2016-12-31$8,491,180
Participant contributions at end of year2016-12-31$58
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$10,908,180
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$10,389,663
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$146,428
Other income not declared elsewhere2016-12-31$836,702
Administrative expenses (other) incurred2016-12-31$34,940
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$11,279,901
Value of net assets at end of year (total assets less liabilities)2016-12-31$178,210,558
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$166,930,657
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
Investment advisory and management fees2016-12-31$10,556
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$138,136,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$125,802,167
Interest on participant loans2016-12-31$299,181
Value of interest in common/collective trusts at end of year2016-12-31$16,684,317
Value of interest in common/collective trusts at beginning of year2016-12-31$17,678,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,160,181
Net investment gain or loss from common/collective trusts2016-12-31$413,304
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$4,467,986
Employer contributions (assets) at end of year2016-12-31$4,467,986
Employer contributions (assets) at beginning of year2016-12-31$4,569,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$10,965,891
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 name2016-12-31BARTLETT, PRINGLE & WOLF, LLP
Accountancy firm EIN2016-12-31952089835
2015 : HAAS AUTOMATION, INC. 401K PROFIT SHARING 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$9,107,780
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,287,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,219,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$11,488,567
Value of total assets at end of year2015-12-31$166,930,657
Value of total assets at beginning of year2015-12-31$163,110,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$68,332
Total interest from all sources2015-12-31$301,938
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,470,494
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$6,470,494
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$6,471,941
Participant contributions at end of year2015-12-31$8,491,180
Participant contributions at beginning of year2015-12-31$7,699,049
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$70,483
Assets. Other investments not covered elsewhere at end of year2015-12-31$10,389,663
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$10,025,042
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$447,135
Other income not declared elsewhere2015-12-31$-735,603
Administrative expenses (other) incurred2015-12-31$59,094
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$3,820,228
Value of net assets at end of year (total assets less liabilities)2015-12-31$166,930,657
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$163,110,429
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
Investment advisory and management fees2015-12-31$9,238
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$125,802,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$122,325,404
Interest on participant loans2015-12-31$301,938
Value of interest in common/collective trusts at end of year2015-12-31$17,678,156
Value of interest in common/collective trusts at beginning of year2015-12-31$15,471,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,299,607
Net investment gain or loss from common/collective trusts2015-12-31$-118,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$4,569,491
Employer contributions (assets) at end of year2015-12-31$4,569,491
Employer contributions (assets) at beginning of year2015-12-31$7,519,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,219,220
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 name2015-12-31BARTLETT, PRINGLE & WOLF LLP
Accountancy firm EIN2015-12-31952089835
2014 : HAAS AUTOMATION, INC. 401K PROFIT SHARING 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$21,863,655
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,308,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,245,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$13,641,993
Value of total assets at end of year2014-12-31$163,110,429
Value of total assets at beginning of year2014-12-31$144,555,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$63,415
Total interest from all sources2014-12-31$263,506
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,371,705
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$4,371,705
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$6,079,980
Participant contributions at end of year2014-12-31$7,699,049
Participant contributions at beginning of year2014-12-31$6,831,963
Participant contributions at end of year2014-12-31$70,483
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$10,025,042
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$8,759,813
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$42,431
Other income not declared elsewhere2014-12-31$245,344
Administrative expenses (other) incurred2014-12-31$59,105
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$18,554,946
Value of net assets at end of year (total assets less liabilities)2014-12-31$163,110,429
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$144,555,483
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
Investment advisory and management fees2014-12-31$4,310
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$122,325,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$107,736,186
Interest on participant loans2014-12-31$263,506
Value of interest in common/collective trusts at end of year2014-12-31$15,471,287
Value of interest in common/collective trusts at beginning of year2014-12-31$13,607,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,646,161
Net investment gain or loss from common/collective trusts2014-12-31$694,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$7,519,582
Employer contributions (assets) at end of year2014-12-31$7,519,164
Employer contributions (assets) at beginning of year2014-12-31$7,619,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,245,294
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 name2014-12-31BARTLETT, PRINGLE & WOLF LLP
Accountancy firm EIN2014-12-31952089835
2013 : HAAS AUTOMATION, INC. 401K PROFIT SHARING 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$32,933,920
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,763,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,712,132
Expenses. Certain deemed distributions of participant loans2013-12-31$13,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$13,530,320
Value of total assets at end of year2013-12-31$144,555,483
Value of total assets at beginning of year2013-12-31$114,384,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$37,449
Total interest from all sources2013-12-31$237,943
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,570,169
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$2,570,169
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$5,620,902
Participant contributions at end of year2013-12-31$6,831,963
Participant contributions at beginning of year2013-12-31$6,256,982
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$162
Assets. Other investments not covered elsewhere at end of year2013-12-31$8,759,813
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$6,629,195
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$289,428
Other income not declared elsewhere2013-12-31$1,304,737
Administrative expenses (other) incurred2013-12-31$33,800
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$30,170,901
Value of net assets at end of year (total assets less liabilities)2013-12-31$144,555,483
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$114,384,582
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
Investment advisory and management fees2013-12-31$3,649
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$107,736,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$79,276,503
Interest on participant loans2013-12-31$237,943
Value of interest in common/collective trusts at end of year2013-12-31$13,607,531
Value of interest in common/collective trusts at beginning of year2013-12-31$13,690,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$15,527,047
Net investment gain or loss from common/collective trusts2013-12-31$-236,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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$7,619,990
Employer contributions (assets) at end of year2013-12-31$7,619,990
Employer contributions (assets) at beginning of year2013-12-31$8,530,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,712,132
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 name2013-12-31BARTLETT, PRINGLE & WOLF LLP
Accountancy firm EIN2013-12-31952089835
2012 : HAAS AUTOMATION, INC. 401K PROFIT SHARING 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$25,119,816
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,272,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,159,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$13,862,378
Value of total assets at end of year2012-12-31$114,384,582
Value of total assets at beginning of year2012-12-31$91,537,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$112,835
Total interest from all sources2012-12-31$231,302
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,918,229
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$1,918,229
Administrative expenses professional fees incurred2012-12-31$19,228
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$5,094,564
Participant contributions at end of year2012-12-31$6,256,982
Participant contributions at beginning of year2012-12-31$5,876,097
Participant contributions at end of year2012-12-31$162
Participant contributions at beginning of year2012-12-31$58,229
Assets. Other investments not covered elsewhere at end of year2012-12-31$6,629,195
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$4,854,592
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$232,856
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$7,292
Other income not declared elsewhere2012-12-31$542,671
Administrative expenses (other) incurred2012-12-31$90,257
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$22,847,341
Value of net assets at end of year (total assets less liabilities)2012-12-31$114,384,582
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$91,537,241
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
Investment advisory and management fees2012-12-31$3,350
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$79,276,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$23,554,777
Interest on participant loans2012-12-31$231,273
Value of interest in common/collective trusts at end of year2012-12-31$13,690,925
Value of interest in common/collective trusts at beginning of year2012-12-31$49,207,934
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,476,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,476,067
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$29
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,418,857
Net investment gain or loss from common/collective trusts2012-12-31$5,146,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$8,534,958
Employer contributions (assets) at end of year2012-12-31$8,530,815
Employer contributions (assets) at beginning of year2012-12-31$6,502,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,159,640
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 name2012-12-31BARTLETT, PRINGLE & WOLF LLP
Accountancy firm EIN2012-12-31952089835
2011 : HAAS AUTOMATION, INC. 401K PROFIT SHARING 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$8,362,613
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,761,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,709,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$11,206,945
Value of total assets at end of year2011-12-31$91,537,241
Value of total assets at beginning of year2011-12-31$86,935,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$51,926
Total interest from all sources2011-12-31$228,091
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$572,539
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$572,539
Administrative expenses professional fees incurred2011-12-31$15,295
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$4,690,859
Participant contributions at end of year2011-12-31$5,876,097
Participant contributions at beginning of year2011-12-31$5,425,129
Participant contributions at end of year2011-12-31$58,229
Assets. Other investments not covered elsewhere at end of year2011-12-31$4,854,592
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$6,107,791
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$13,833
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$7,292
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$12,954
Other income not declared elsewhere2011-12-31$-701,405
Administrative expenses (other) incurred2011-12-31$30,500
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$4,601,497
Value of net assets at end of year (total assets less liabilities)2011-12-31$91,537,241
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$86,935,744
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
Assets. partnership/joint venture interests at beginning of year2011-12-31$13,442
Investment advisory and management fees2011-12-31$6,131
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$23,554,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$24,221,323
Interest on participant loans2011-12-31$227,910
Value of interest in common/collective trusts at end of year2011-12-31$49,207,934
Value of interest in common/collective trusts at beginning of year2011-12-31$46,905,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,476,067
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,294,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,294,655
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$181
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,056,344
Net investment gain or loss from common/collective trusts2011-12-31$-887,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$6,502,253
Employer contributions (assets) at end of year2011-12-31$6,502,253
Employer contributions (assets) at beginning of year2011-12-31$2,954,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,709,190
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 name2011-12-31BARTLETT, PRINGLE & WOLF, LLP
Accountancy firm EIN2011-12-31952089835
2010 : HAAS AUTOMATION, INC. 401K PROFIT SHARING 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$16,249,307
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,147,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,035,387
Expenses. Certain deemed distributions of participant loans2010-12-31$63,150
Value of total corrective distributions2010-12-31$8,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,454,395
Value of total assets at end of year2010-12-31$86,935,744
Value of total assets at beginning of year2010-12-31$75,834,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$40,500
Total interest from all sources2010-12-31$249,533
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$331,156
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$331,156
Administrative expenses professional fees incurred2010-12-31$12,000
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$3,433,619
Participant contributions at end of year2010-12-31$5,425,129
Participant contributions at beginning of year2010-12-31$6,070,693
Participant contributions at beginning of year2010-12-31$39,695
Assets. Other investments not covered elsewhere at end of year2010-12-31$6,107,791
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$4,731,784
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$66,018
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$12,954
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$14,762
Other income not declared elsewhere2010-12-31$991,683
Administrative expenses (other) incurred2010-12-31$28,500
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$11,101,501
Value of net assets at end of year (total assets less liabilities)2010-12-31$86,935,744
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$75,834,243
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
Assets. partnership/joint venture interests at end of year2010-12-31$13,442
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$24,221,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$20,812,638
Interest on participant loans2010-12-31$249,420
Value of interest in common/collective trusts at end of year2010-12-31$46,905,692
Value of interest in common/collective trusts at beginning of year2010-12-31$42,694,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,294,655
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$935,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$935,060
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,901,885
Net investment gain or loss from common/collective trusts2010-12-31$5,320,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,954,758
Employer contributions (assets) at end of year2010-12-31$2,954,758
Employer contributions (assets) at beginning of year2010-12-31$534,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,035,387
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31BARTLETT PRINGLE & WOLF LLP
Accountancy firm EIN2010-12-31952089835
2009 : HAAS AUTOMATION, INC. 401K PROFIT SHARING 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 HAAS AUTOMATION, INC. 401K PROFIT SHARING PLAN

2022: HAAS AUTOMATION, INC. 401K PROFIT SHARING 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: HAAS AUTOMATION, INC. 401K PROFIT SHARING 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: HAAS AUTOMATION, INC. 401K PROFIT SHARING 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: HAAS AUTOMATION, INC. 401K PROFIT SHARING 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
2018: HAAS AUTOMATION, INC. 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HAAS AUTOMATION, INC. 401K PROFIT SHARING 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: HAAS AUTOMATION, INC. 401K PROFIT SHARING 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: HAAS AUTOMATION, INC. 401K PROFIT SHARING 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: HAAS AUTOMATION, INC. 401K PROFIT SHARING 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: HAAS AUTOMATION, INC. 401K PROFIT SHARING 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: HAAS AUTOMATION, INC. 401K PROFIT SHARING 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: HAAS AUTOMATION, INC. 401K PROFIT SHARING 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
2009: HAAS AUTOMATION, INC. 401K PROFIT SHARING 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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