Filing

Europacific Growth Fund

Lear Corporation • EIN 56-1996708 • Plan year 1999

Company Profile Source Archive

Filing Insights

Participants

Flat

0 → 0

Assets

$7,082,126 → $15,069,107

$7,986,981 • 112.78%

Investment Management Fee

0.00%

Admin expenses $44,789 • Total expenses $44,789

Filing Details

Context

Transfers from other plans: $1,276,082
Net investment result: $4,600,972

Status Flags

Fidelity bond in place

Not reported

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

Leases in default

Reportable party-in-interest issues

Loss discovered during year

Not reported

Assets with undetermined value

Not reported

Non-cash contributions

Not reported

Assets held for investment

Yes

5% transactions reported

Yes

All plan assets distributed

Not reported

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

Not reported

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / Filing	Filings	Assets	Contributions	Contrib./Participant
2000	3	$325,741,149	$63,190,586	-
Bond Fund of America	-	$276,353,195	$46,349,930	-
Lear Corporation Stock Fund	-	$46,141,085	$16,786,504	-
PERSONAL CHOICE RETIREMENT ACCOUNT	-	$3,246,869	$54,152	-
1999	10	$272,863,629	$0	-
Fidelity Advisor Daily Money Fund	-	$66,767,515	-	-
Fidelity Advisors Opportunities Fund	-	$48,616,443	-	-
Ssga S&P 500 Index Fund	-	$39,529,142	-	-
Mfs Emerging Growth Fund	-	$33,273,130	-	-
Lear Corporation Stock Fund	-	$32,668,281	-	-
Dodge & Cox Balanced Fund	-	$23,883,648	-	-
Europacific Growth Fund	Current	$15,069,107	-	-
Bond Fund of America	-	$7,608,786	-	-
Mfs Massachusetts Investors Growth	-	$5,264,185	-	-
Vanguard Long Term Us Treas Portfolio	-	$183,392	-	-

Schedule Details

Schedule C

Schedule C Provider

Provider 1

Provider details

Source fields

Row 1
Filing Id: 56037129015271
Page Id: 1
Page Seq: 0
Page Row Num: 1
Row Num: 0
Image Form Id: 20371129015020002
Provider 01 Position: CONTRACT ADMINISTRATOR
Provider 01 Salary Amount: $0
Provider 01 Fees Amount: $0
Provider 01 Srvc Code: 12

Row 2
Filing Id: 56037129015271
Page Id: 1
Page Seq: 0
Page Row Num: 1
Row Num: 0
Image Form Id: 20371129015020002

Schedule C Provider

Provider 2

Provider details

Source fields

Row 3
Filing Id: 56037129015271
Page Id: 1
Page Seq: 0
Page Row Num: 2
Row Num: 1
Image Form Id: 20371129015020002
Provider 01 Name: PRICEWATERHOUSECOOPERS LLP
Provider 01 EIN: 13-4008324
Provider 01 Position: RECORDKEEPER
Provider 01 Relation: NONE
Provider 01 Salary Amount: $0
Provider 01 Fees Amount: $44,789
Provider 01 Srvc Code: 24

Schedule C Provider

Provider 3

Provider details

Source fields

Row 4
Filing Id: 56037129015271
Schedule C EIN: 56-1996708
Schedule C Plan number: 008
Schedule C Plan Year Begin Date: 1999-01-01
Schedule C Tax Period: 19991231
Provider Total Comp Paid Amount: $0

Schedule D

Row 1
Filing Id: 56037129015271
Page Id: 1
Page Seq: 0
Page Row Num: 1
Row Num: 0
Image Form Id: 20371129015020003
DFE P1 Plan Interest End of year 01 Amount: $0

Row 2
Filing Id: 56037129015271
Page Id: 3
Page Seq: 0
Page Row Num: 1
Row Num: 0
Image Form Id: 20371129015020003
DFE P2 Plan 01 Name: LEAR CORP SALARIED RETIREMENT SAVIN
DFE P2 Plan Spons 01 Name: LEAR CORPORATION
DFE P2 Plan 01 EIN: 13-3386776
DFE P2 Plan 01 Plan number: 002

Row 3
Filing Id: 56037129015271
Page Id: 3
Page Seq: 0
Page Row Num: 2
Row Num: 1
Image Form Id: 20371129015020003
DFE P2 Plan 01 Name: LEAR CORP HOURLY RETIREMENT SAVINGS
DFE P2 Plan Spons 01 Name: LEAR CORPORATION
DFE P2 Plan 01 EIN: 13-3386776
DFE P2 Plan 01 Plan number: 020

Row 4
Filing Id: 56037129015271
Page Id: 3
Page Seq: 0
Page Row Num: 3
Row Num: 2
Image Form Id: 20371129015020003
DFE P2 Plan 01 Name: LEAR CORP BARGAINING HOURLY UMBRELL
DFE P2 Plan Spons 01 Name: LEAR CORPORATION
DFE P2 Plan 01 EIN: 13-3386776
DFE P2 Plan 01 Plan number: 019

Row 5
Filing Id: 56037129015271
Schedule D EIN: 56-1996708
Schedule D Plan number: 008
Schedule D Plan Year Begin Date: 1999-01-01
Schedule D Tax Period: 19991231

Schedule H

Schedule H Financial Statement

Large plan result

Assets, contributions, fees, audit, and compliance fields reported for this large-plan filing.

End-of-year assets$15,069,107$7,986,981 change

Balance Sheet

Beginning and end of plan year.

Total assets$7,082,126$15,069,107+$7,986,981 (112.78%)

Total liabilities$0$0$0

Net assets$7,082,126$15,069,107+$7,986,981 (112.78%)

Contributions

Employer contributions$0

Participant contributions$0

Other contributions$0

Total contributions$0

Income & Investment Result

Total income$4,645,761

Interest$0

Dividends$0

Net income$4,600,972

Expenses & Fees

Benefits paid$0

Investment management$0

Administrative expenses$44,789

Total expenses$44,789

Compliance

Fidelity bond amount$0

Participant loans$0

Schedule H source fields

Row 1: Total assets at beginning of year: $7,082,126Total assets at end of year: $15,069,107Total liabilities at end of year: $0Net income or loss: $4,600,972
Filing Id: 56037129015271
Schedule H EIN: 56-1996708
Schedule H Plan number: 008
Schedule H Plan Year Begin Date: 1999-01-01
Schedule H Tax Period: 19991231
Non Interest Bear Cash Beginning of year Amount: $0
Employer Contribution Beginning of year Amount: $0
Participants Contribution Beginning of year Amount: $0
Other Receivables Beginning of year Amount: $0
Interest Bear Cash Beginning of year Amount: $0
Govt Sec Beginning of year Amount: $0
Corp Debt Preferred Beginning of year Amount: $0
Corp Debt Other Beginning of year Amount: $0
Pref Stock Beginning of year Amount: $0
Common Stock Beginning of year Amount: $0
Joint Venture Beginning of year Amount: $0
Real Estate Beginning of year Amount: $0
Other Loans Beginning of year Amount: $0
Participant loans at beginning of year: $0
Interest Common Tr Beginning of year Amount: $0
Interest Pool Sep Account Beginning of year Amount: $0
Interest Master Tr Beginning of year Amount: $0
Interest 103 12 Investment Beginning of year Amount: $0
Interest in registered investment companies at beginning of year: $7,082,126
Ins Co Gen Account Beginning of year Amount: $0
Oth Investment Beginning of year Amount: $0
Employer Sec Beginning of year Amount: $0
Employer Prop Beginning of year Amount: $0
Bldgs Used Beginning of year Amount: $0
Total assets at beginning of year: $7,082,126
Bnfts Payable Beginning of year Amount: $0
Oprtng Payable Beginning of year Amount: $0
Acquis Indbt Beginning of year Amount: $0
Other Liability Beginning of year Amount: $0
Total liabilities at beginning of year: $0
Net assets at beginning of year: $7,082,126
Non Interest Bear Cash End of year Amount: $0
Employer Contribution End of year Amount: $0
Participants Contribution End of year Amount: $0
Other Receivables End of year Amount: $0
Interest Bear Cash End of year Amount: $0
Govt Sec End of year Amount: $0
Corp Debt Preferred End of year Amount: $0
Corp Debt Other End of year Amount: $0
Pref Stock End of year Amount: $0
Common Stock End of year Amount: $0
Joint Venture End of year Amount: $0
Real Estate End of year Amount: $0
Other Loans End of year Amount: $0
Participant loans at end of year: $0
Interest Common Tr End of year Amount: $0
Interest Pool Sep Account End of year Amount: $0
Interest Master Tr End of year Amount: $0
Interest 103 12 Investment End of year Amount: $0
Interest in registered investment companies at end of year: $15,069,107
Ins Co Gen Account End of year Amount: $0
Oth Investment End of year Amount: $0
Employer Sec End of year Amount: $0
Employer Prop End of year Amount: $0
Bldgs Used End of year Amount: $0
Total assets at end of year: $15,069,107
Bnfts Payable End of year Amount: $0
Oprtng Payable End of year Amount: $0
Acquis Indbt End of year Amount: $0
Other Liability End of year Amount: $0
Total liabilities at end of year: $0
Net assets at end of year: $15,069,107
Employer contributions: $0
Participant contributions: $0
Oth Contribution Rcvd Amount: $0
Non Cash Contribution Bs Amount: $0
Total contributions: $0
Interest Bear Cash Amount: $0
Interest On Govt Sec Amount: $0
Interest On Corp Debt Amount: $0
Interest On Oth Loans Amount: $0
Interest on participant loans: $0
Interest On Oth Investment Amount: $0
Total interest income: $0
Divnd Pref Stock Amount: $0
Divnd Common Stock Amount: $0
Total dividend income: $0
Total Rents Amount: $0
Aggregate Proceeds Amount: $2,836,198
Aggregate Costs Amount: $2,408,932
Net gain or loss on sale of assets: $427,266
Unrealized Apprctn Re Amount: $0
Unrealized Apprctn Oth Amount: $3,670,438
Net unrealized appreciation or depreciation: $3,670,438
Gain Loss Com Trust Amount: $0
Gain Loss Pool Sep Amount: $0
Gain Loss Master Tr Amount: $0
Gain Loss 103 12 Investment Amount: $0
Gain or loss on registered investments: $548,057
Other Income Amount: $0
Total income: $4,645,761
Participant distributions: $0
Ins Carrier Bnfts Amount: $0
Oth Bnft Payment Amount: $0
Total benefit distributions: $0
Total Corrective Distribution Amount: $0
Total Dm Distribution Ptcp Lns A: 0
Total Interest Expense Amount: $0
Professional Fees Amount: $0
Contract Admin Fees Amount: $0
Investment management fees: $0
Other Admin Fees Amount: $44,789
Total administrative expenses: $44,789
Total expenses: $44,789
Net income or loss: $4,600,972
Total Transfers To Amount: $4,662,091
Transfers from other plans: $1,276,082
Account Opin Not On File Indicator: Yes
Fail Transmit Contribution Amount: $0
Participant loans in default: No
Loans In Default Amount: $0
Leases in default: No
Leases In Default Amount: $0
Nonexempt transactions with parties in interest: No
Party In Interest Not Reported Amount: $0
Fidelity bond amount: $0
Loss Discovered Dur Year Amount: $0
Asset Undeterm Valuation Amount: $0
Non Cash Contribution Amount: $0
Assets held for investment: Yes
Reportable 5% transactions: Yes
Res Terminate Plan Adpt Amount: $0