401k Plan data: THE MEREDITH & GREW 401(K) PLAN plan

THE MEREDITH & GREW 401(K) PLAN 401k Plan overview

Plan Name	THE MEREDITH & GREW 401(K) PLAN
Plan identification number	002

THE MEREDITH & GREW 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MEREDITH & GREW, INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name: MEREDITH & GREW, INCORPORATED

Employer identification number (EIN): 041613180

NAIC Classification: 531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MEREDITH & GREW 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2011-01-01 ROBERT R. BRACE
002 2009-01-01 ROBERT R. BRACE
002 2009-01-01 ROBERT R. BRACE

Plan id#	Filing Submission Date	Name of Administrator
002	2011-01-01	ROBERT R. BRACE
002	2009-01-01	ROBERT R. BRACE
002	2009-01-01	ROBERT R. BRACE

Plan Statistics for THE MEREDITH & GREW 401(K) PLAN

401k plan membership statisitcs for THE MEREDITH & GREW 401(K) PLAN

Measure Date Value
2011: THE MEREDITH & GREW 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 193
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 131
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 69
Total of all active and inactive participants 2011-01-01 201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 201
Number of participants with account balances 2011-01-01 196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: THE MEREDITH & GREW 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 124
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 50
Total of all active and inactive participants 2009-01-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 175
Number of participants with account balances 2009-01-01 175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: THE MEREDITH & GREW 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	193
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	131
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	69
Total of all active and inactive participants	2011-01-01	201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	201
Number of participants with account balances	2011-01-01	196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: THE MEREDITH & GREW 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	124
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	50
Total of all active and inactive participants	2009-01-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	175
Number of participants with account balances	2009-01-01	175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE MEREDITH & GREW 401(K) PLAN

Measure	Date	Value
2011 : THE MEREDITH & GREW 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$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	$1,005,907
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,037,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,036,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,102,266
Value of total assets at end of year	2011-12-31	$17,450,941
Value of total assets at beginning of year	2011-12-31	$17,482,387
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$425
Total interest from all sources	2011-12-31	$9,869
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$380,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$380,187
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$857,569
Participant contributions at end of year	2011-12-31	$198,040
Participant contributions at beginning of year	2011-12-31	$246,797
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$64,576
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$27,833
Administrative expenses (other) incurred	2011-12-31	$425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-31,446
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$17,450,941
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$17,482,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$15,099,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$15,066,291
Interest on participant loans	2011-12-31	$9,869
Value of interest in common/collective trusts at end of year	2011-12-31	$1,947,103
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,809,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-541,101
Net investment gain or loss from common/collective trusts	2011-12-31	$54,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$216,864
Employer contributions (assets) at end of year	2011-12-31	$205,976
Employer contributions (assets) at beginning of year	2011-12-31	$294,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,036,928
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	PAVENTO, RATCLIFFE, RENZI & CO. LL
Accountancy firm EIN	2011-12-31	043530932
2010 : THE MEREDITH & GREW 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$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	$3,358,678
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$449,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$449,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,518,137
Value of total assets at end of year	2010-12-31	$17,482,387
Value of total assets at beginning of year	2010-12-31	$14,573,656
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$868
Total interest from all sources	2010-12-31	$11,593
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$288,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$288,850
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$986,850
Participant contributions at end of year	2010-12-31	$246,797
Participant contributions at beginning of year	2010-12-31	$210,610
Participant contributions at end of year	2010-12-31	$64,576
Participant contributions at beginning of year	2010-12-31	$67,850
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$16,263
Administrative expenses (other) incurred	2010-12-31	$868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,908,731
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$17,482,387
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$14,573,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$15,066,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$13,377,783
Interest on participant loans	2010-12-31	$11,593
Value of interest in common/collective trusts at end of year	2010-12-31	$1,809,804
Value of interest in common/collective trusts at beginning of year	2010-12-31	$900,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,503,258
Net investment gain or loss from common/collective trusts	2010-12-31	$36,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$515,024
Employer contributions (assets) at end of year	2010-12-31	$294,919
Employer contributions (assets) at beginning of year	2010-12-31	$16,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$449,079
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	PAVENTO, RATCLIFFE, RENZI & CO., LL
Accountancy firm EIN	2010-12-31	043530932

Form 5500 Responses for THE MEREDITH & GREW 401(K) PLAN

2011: THE MEREDITH & GREW 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE MEREDITH & GREW 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MEREDITH & GREW, INCORPORATED
Employer identification number (EIN):	041613180
NAIC Classification:	531310