DESIGN STANDARDS CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE STANDARDS GROUP RETIREMENT PLAN
Measure | Date | Value |
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2023 : THE STANDARDS GROUP RETIREMENT PLAN 2023 401k financial data |
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Transfers to/from the plan | 2023-03-31 | $0 |
Total plan liabilities at end of year | 2023-03-31 | $0 |
Total plan liabilities at beginning of year | 2023-03-31 | $0 |
Total income from all sources | 2023-03-31 | $-379,222 |
Expenses. Total of all expenses incurred | 2023-03-31 | $76,450 |
Benefits paid (including direct rollovers) | 2023-03-31 | $76,275 |
Total plan assets at end of year | 2023-03-31 | $3,927,918 |
Total plan assets at beginning of year | 2023-03-31 | $4,383,590 |
Value of fidelity bond covering the plan | 2023-03-31 | $500,000 |
Assets. Value of tangible personal property | 2023-03-31 | $0 |
Total contributions received or receivable from participants | 2023-03-31 | $63,793 |
Assets. Value of loans (other than to participants) | 2023-03-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2023-03-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-03-31 | $0 |
Other income received | 2023-03-31 | $-443,015 |
Noncash contributions received | 2023-03-31 | $0 |
Net income (gross income less expenses) | 2023-03-31 | $-455,672 |
Net plan assets at end of year (total assets less liabilities) | 2023-03-31 | $3,927,918 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-03-31 | $4,383,590 |
Assets. Value of participant loans | 2023-03-31 | $35,289 |
Assets. Value of assets in partnership/joint-venture interests | 2023-03-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2023-03-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2023-03-31 | $0 |
Assets. Value of employer securities | 2023-03-31 | $0 |
Assets. Value of employer real property | 2023-03-31 | $0 |
Total contributions received or receivable from employer(s) | 2023-03-31 | $0 |
Value of certain deemed distributions of participant loans | 2023-03-31 | $0 |
Value of corrective distributions | 2023-03-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-03-31 | $175 |
2022 : THE STANDARDS GROUP RETIREMENT PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-03-31 | $0 |
Total plan liabilities at end of year | 2022-03-31 | $0 |
Total plan liabilities at beginning of year | 2022-03-31 | $0 |
Total income from all sources | 2022-03-31 | $235,676 |
Expenses. Total of all expenses incurred | 2022-03-31 | $163,741 |
Benefits paid (including direct rollovers) | 2022-03-31 | $163,191 |
Total plan assets at end of year | 2022-03-31 | $4,383,590 |
Total plan assets at beginning of year | 2022-03-31 | $4,311,655 |
Value of fidelity bond covering the plan | 2022-03-31 | $500,000 |
Assets. Value of tangible personal property | 2022-03-31 | $0 |
Total contributions received or receivable from participants | 2022-03-31 | $62,389 |
Assets. Value of loans (other than to participants) | 2022-03-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-03-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-03-31 | $0 |
Other income received | 2022-03-31 | $173,287 |
Noncash contributions received | 2022-03-31 | $0 |
Net income (gross income less expenses) | 2022-03-31 | $71,935 |
Net plan assets at end of year (total assets less liabilities) | 2022-03-31 | $4,383,590 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-03-31 | $4,311,655 |
Assets. Value of participant loans | 2022-03-31 | $41,570 |
Assets. Value of assets in partnership/joint-venture interests | 2022-03-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-03-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-03-31 | $0 |
Assets. Value of employer securities | 2022-03-31 | $0 |
Assets. Value of employer real property | 2022-03-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-03-31 | $0 |
Value of certain deemed distributions of participant loans | 2022-03-31 | $0 |
Value of corrective distributions | 2022-03-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-03-31 | $550 |
2021 : THE STANDARDS GROUP RETIREMENT PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-03-31 | $0 |
Total plan liabilities at end of year | 2021-03-31 | $0 |
Total plan liabilities at beginning of year | 2021-03-31 | $0 |
Total income from all sources | 2021-03-31 | $1,647,359 |
Expenses. Total of all expenses incurred | 2021-03-31 | $1,975 |
Benefits paid (including direct rollovers) | 2021-03-31 | $0 |
Total plan assets at end of year | 2021-03-31 | $4,311,655 |
Total plan assets at beginning of year | 2021-03-31 | $2,666,271 |
Value of fidelity bond covering the plan | 2021-03-31 | $500,000 |
Assets. Value of tangible personal property | 2021-03-31 | $0 |
Total contributions received or receivable from participants | 2021-03-31 | $69,154 |
Assets. Value of loans (other than to participants) | 2021-03-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-03-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-03-31 | $0 |
Other income received | 2021-03-31 | $1,578,205 |
Noncash contributions received | 2021-03-31 | $0 |
Net income (gross income less expenses) | 2021-03-31 | $1,645,384 |
Net plan assets at end of year (total assets less liabilities) | 2021-03-31 | $4,311,655 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-03-31 | $2,666,271 |
Assets. Value of participant loans | 2021-03-31 | $37,395 |
Assets. Value of assets in partnership/joint-venture interests | 2021-03-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-03-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2021-03-31 | $0 |
Assets. Value of employer securities | 2021-03-31 | $0 |
Assets. Value of employer real property | 2021-03-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-03-31 | $0 |
Value of certain deemed distributions of participant loans | 2021-03-31 | $0 |
Value of corrective distributions | 2021-03-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-03-31 | $1,975 |
2020 : THE STANDARDS GROUP RETIREMENT PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-03-31 | $0 |
Total plan liabilities at end of year | 2020-03-31 | $0 |
Total plan liabilities at beginning of year | 2020-03-31 | $0 |
Total income from all sources | 2020-03-31 | $41,487 |
Expenses. Total of all expenses incurred | 2020-03-31 | $1,201,171 |
Benefits paid (including direct rollovers) | 2020-03-31 | $1,200,996 |
Total plan assets at end of year | 2020-03-31 | $2,666,271 |
Total plan assets at beginning of year | 2020-03-31 | $3,825,955 |
Value of fidelity bond covering the plan | 2020-03-31 | $500,000 |
Total contributions received or receivable from participants | 2020-03-31 | $65,739 |
Expenses. Other expenses not covered elsewhere | 2020-03-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-03-31 | $0 |
Other income received | 2020-03-31 | $-24,252 |
Noncash contributions received | 2020-03-31 | $0 |
Net income (gross income less expenses) | 2020-03-31 | $-1,159,684 |
Net plan assets at end of year (total assets less liabilities) | 2020-03-31 | $2,666,271 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-03-31 | $3,825,955 |
Assets. Value of participant loans | 2020-03-31 | $12,334 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2020-03-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-03-31 | $0 |
Value of certain deemed distributions of participant loans | 2020-03-31 | $0 |
Value of corrective distributions | 2020-03-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-03-31 | $175 |
2019 : THE STANDARDS GROUP RETIREMENT PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-03-31 | $0 |
Total plan liabilities at end of year | 2019-03-31 | $0 |
Total plan liabilities at beginning of year | 2019-03-31 | $0 |
Total income from all sources | 2019-03-31 | $344,654 |
Expenses. Total of all expenses incurred | 2019-03-31 | $362,806 |
Benefits paid (including direct rollovers) | 2019-03-31 | $360,231 |
Total plan assets at end of year | 2019-03-31 | $3,825,955 |
Total plan assets at beginning of year | 2019-03-31 | $3,844,107 |
Value of fidelity bond covering the plan | 2019-03-31 | $350,000 |
Total contributions received or receivable from participants | 2019-03-31 | $77,211 |
Expenses. Other expenses not covered elsewhere | 2019-03-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-03-31 | $0 |
Other income received | 2019-03-31 | $267,443 |
Noncash contributions received | 2019-03-31 | $0 |
Net income (gross income less expenses) | 2019-03-31 | $-18,152 |
Net plan assets at end of year (total assets less liabilities) | 2019-03-31 | $3,825,955 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-03-31 | $3,844,107 |
Assets. Value of participant loans | 2019-03-31 | $19,546 |
Total contributions received or receivable from employer(s) | 2019-03-31 | $0 |
Value of certain deemed distributions of participant loans | 2019-03-31 | $0 |
Value of corrective distributions | 2019-03-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-03-31 | $2,575 |
2018 : THE STANDARDS GROUP RETIREMENT PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-03-31 | $0 |
Total plan liabilities at end of year | 2018-03-31 | $0 |
Total plan liabilities at beginning of year | 2018-03-31 | $0 |
Total income from all sources | 2018-03-31 | $492,030 |
Expenses. Total of all expenses incurred | 2018-03-31 | $85,380 |
Benefits paid (including direct rollovers) | 2018-03-31 | $83,555 |
Total plan assets at end of year | 2018-03-31 | $3,844,107 |
Total plan assets at beginning of year | 2018-03-31 | $3,437,457 |
Value of fidelity bond covering the plan | 2018-03-31 | $350,000 |
Total contributions received or receivable from participants | 2018-03-31 | $72,575 |
Expenses. Other expenses not covered elsewhere | 2018-03-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-03-31 | $0 |
Other income received | 2018-03-31 | $419,455 |
Noncash contributions received | 2018-03-31 | $0 |
Net income (gross income less expenses) | 2018-03-31 | $406,650 |
Net plan assets at end of year (total assets less liabilities) | 2018-03-31 | $3,844,107 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-03-31 | $3,437,457 |
Assets. Value of participant loans | 2018-03-31 | $22,206 |
Total contributions received or receivable from employer(s) | 2018-03-31 | $0 |
Value of certain deemed distributions of participant loans | 2018-03-31 | $0 |
Value of corrective distributions | 2018-03-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-03-31 | $1,825 |
2017 : THE STANDARDS GROUP RETIREMENT PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-03-31 | $0 |
Total plan liabilities at end of year | 2017-03-31 | $0 |
Total plan liabilities at beginning of year | 2017-03-31 | $0 |
Total income from all sources | 2017-03-31 | $466,319 |
Expenses. Total of all expenses incurred | 2017-03-31 | $42,752 |
Benefits paid (including direct rollovers) | 2017-03-31 | $42,207 |
Total plan assets at end of year | 2017-03-31 | $3,437,457 |
Total plan assets at beginning of year | 2017-03-31 | $3,013,890 |
Value of fidelity bond covering the plan | 2017-03-31 | $350,000 |
Total contributions received or receivable from participants | 2017-03-31 | $63,629 |
Expenses. Other expenses not covered elsewhere | 2017-03-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-03-31 | $23,450 |
Other income received | 2017-03-31 | $379,240 |
Noncash contributions received | 2017-03-31 | $0 |
Net income (gross income less expenses) | 2017-03-31 | $423,567 |
Net plan assets at end of year (total assets less liabilities) | 2017-03-31 | $3,437,457 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-03-31 | $3,013,890 |
Assets. Value of participant loans | 2017-03-31 | $13,874 |
Total contributions received or receivable from employer(s) | 2017-03-31 | $0 |
Value of certain deemed distributions of participant loans | 2017-03-31 | $0 |
Value of corrective distributions | 2017-03-31 | $20 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-03-31 | $525 |
2016 : THE STANDARDS GROUP RETIREMENT PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-03-31 | $0 |
Total plan liabilities at end of year | 2016-03-31 | $0 |
Total plan liabilities at beginning of year | 2016-03-31 | $0 |
Total income from all sources | 2016-03-31 | $-31,338 |
Expenses. Total of all expenses incurred | 2016-03-31 | $30,420 |
Benefits paid (including direct rollovers) | 2016-03-31 | $25,345 |
Total plan assets at end of year | 2016-03-31 | $3,013,890 |
Total plan assets at beginning of year | 2016-03-31 | $3,075,648 |
Value of fidelity bond covering the plan | 2016-03-31 | $350,000 |
Total contributions received or receivable from participants | 2016-03-31 | $55,754 |
Expenses. Other expenses not covered elsewhere | 2016-03-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-03-31 | $0 |
Other income received | 2016-03-31 | $-87,097 |
Noncash contributions received | 2016-03-31 | $0 |
Net income (gross income less expenses) | 2016-03-31 | $-61,758 |
Net plan assets at end of year (total assets less liabilities) | 2016-03-31 | $3,013,890 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-03-31 | $3,075,648 |
Assets. Value of participant loans | 2016-03-31 | $4,248 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2016-03-31 | $0 |
Total contributions received or receivable from employer(s) | 2016-03-31 | $5 |
Value of certain deemed distributions of participant loans | 2016-03-31 | $0 |
Value of corrective distributions | 2016-03-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-03-31 | $5,075 |
2015 : THE STANDARDS GROUP RETIREMENT PLAN 2015 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2015-03-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-03-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2015-03-31 | $0 |
Total transfer of assets to this plan | 2015-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-03-31 | $0 |
Expenses. Interest paid | 2015-03-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2015-03-31 | $0 |
Total income from all sources (including contributions) | 2015-03-31 | $387,698 |
Total loss/gain on sale of assets | 2015-03-31 | $0 |
Total of all expenses incurred | 2015-03-31 | $52,345 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-03-31 | $50,018 |
Expenses. Certain deemed distributions of participant loans | 2015-03-31 | $0 |
Value of total corrective distributions | 2015-03-31 | $527 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-03-31 | $44,112 |
Value of total assets at end of year | 2015-03-31 | $3,075,648 |
Value of total assets at beginning of year | 2015-03-31 | $2,740,295 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-03-31 | $1,800 |
Total income from rents | 2015-03-31 | $0 |
Total interest from all sources | 2015-03-31 | $263 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-03-31 | $127,679 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-03-31 | $127,679 |
Assets. Real estate other than employer real property at end of year | 2015-03-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2015-03-31 | $0 |
Administrative expenses professional fees incurred | 2015-03-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2015-03-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2015-03-31 | $0 |
Was this plan covered by a fidelity bond | 2015-03-31 | Yes |
Value of fidelity bond cover | 2015-03-31 | $350,000 |
If this is an individual account plan, was there a blackout period | 2015-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-03-31 | No |
Contributions received from participants | 2015-03-31 | $44,112 |
Participant contributions at end of year | 2015-03-31 | $6,778 |
Participant contributions at beginning of year | 2015-03-31 | $19,939 |
Participant contributions at end of year | 2015-03-31 | $0 |
Participant contributions at beginning of year | 2015-03-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2015-03-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-03-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-03-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-03-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2015-03-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2015-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-03-31 | $0 |
Other income not declared elsewhere | 2015-03-31 | $0 |
Administrative expenses (other) incurred | 2015-03-31 | $1,800 |
Liabilities. Value of operating payables at end of year | 2015-03-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2015-03-31 | $0 |
Total non interest bearing cash at end of year | 2015-03-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
Income. Non cash contributions | 2015-03-31 | $0 |
Value of net income/loss | 2015-03-31 | $335,353 |
Value of net assets at end of year (total assets less liabilities) | 2015-03-31 | $3,075,648 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-03-31 | $2,740,295 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-03-31 | No |
Assets. partnership/joint venture interests at end of year | 2015-03-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2015-03-31 | $0 |
Investment advisory and management fees | 2015-03-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-03-31 | $2,852,661 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-03-31 | $2,512,954 |
Value of interest in pooled separate accounts at end of year | 2015-03-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2015-03-31 | $0 |
Interest on participant loans | 2015-03-31 | $263 |
Income. Interest from loans (other than to participants) | 2015-03-31 | $0 |
Interest earned on other investments | 2015-03-31 | $0 |
Income. Interest from US Government securities | 2015-03-31 | $0 |
Income. Interest from corporate debt instruments | 2015-03-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2015-03-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2015-03-31 | $0 |
Value of interest in common/collective trusts at end of year | 2015-03-31 | $216,209 |
Value of interest in common/collective trusts at beginning of year | 2015-03-31 | $207,402 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-03-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-03-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-03-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2015-03-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2015-03-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-03-31 | $0 |
Asset value of US Government securities at end of year | 2015-03-31 | $0 |
Asset value of US Government securities at beginning of year | 2015-03-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-03-31 | $212,549 |
Net investment gain/loss from pooled separate accounts | 2015-03-31 | $0 |
Net investment gain or loss from common/collective trusts | 2015-03-31 | $3,095 |
Net gain/loss from 103.12 investment entities | 2015-03-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-03-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-03-31 | No |
Assets. Invements in employer securities at end of year | 2015-03-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2015-03-31 | $0 |
Assets. Value of employer real property at end of year | 2015-03-31 | $0 |
Assets. Value of employer real property at beginning of year | 2015-03-31 | $0 |
Contributions received in cash from employer | 2015-03-31 | $0 |
Employer contributions (assets) at end of year | 2015-03-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-03-31 | $0 |
Income. Dividends from preferred stock | 2015-03-31 | $0 |
Income. Dividends from common stock | 2015-03-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-03-31 | $50,018 |
Asset. Corporate debt instrument preferred debt at end of year | 2015-03-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2015-03-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-03-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-03-31 | $0 |
Contract administrator fees | 2015-03-31 | $0 |
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 | 2015-03-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-03-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-03-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2015-03-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-03-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2015-03-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-03-31 | $0 |
Did the plan have assets held for investment | 2015-03-31 | 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 | 2015-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-03-31 | No |
Aggregate proceeds on sale of assets | 2015-03-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2015-03-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2015-03-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2015-03-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-03-31 | Disclaimer |
Accountancy firm name | 2015-03-31 | TM BYXBEE COMPANY, P.C. |
Accountancy firm EIN | 2015-03-31 | 061386456 |
2014 : THE STANDARDS GROUP RETIREMENT PLAN 2014 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2014-03-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-03-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2014-03-31 | $0 |
Total transfer of assets to this plan | 2014-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-03-31 | $0 |
Expenses. Interest paid | 2014-03-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2014-03-31 | $0 |
Total income from all sources (including contributions) | 2014-03-31 | $487,928 |
Total loss/gain on sale of assets | 2014-03-31 | $0 |
Total of all expenses incurred | 2014-03-31 | $169,087 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-03-31 | $150,537 |
Expenses. Certain deemed distributions of participant loans | 2014-03-31 | $0 |
Value of total corrective distributions | 2014-03-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-03-31 | $40,240 |
Value of total assets at end of year | 2014-03-31 | $2,740,295 |
Value of total assets at beginning of year | 2014-03-31 | $2,421,454 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-03-31 | $18,550 |
Total income from rents | 2014-03-31 | $0 |
Total interest from all sources | 2014-03-31 | $350 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-03-31 | $128,072 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-03-31 | $128,072 |
Assets. Real estate other than employer real property at end of year | 2014-03-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2014-03-31 | $0 |
Administrative expenses professional fees incurred | 2014-03-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-03-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-03-31 | $0 |
Was this plan covered by a fidelity bond | 2014-03-31 | Yes |
Value of fidelity bond cover | 2014-03-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2014-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-03-31 | No |
Contributions received from participants | 2014-03-31 | $40,240 |
Participant contributions at end of year | 2014-03-31 | $19,939 |
Participant contributions at beginning of year | 2014-03-31 | $17,357 |
Participant contributions at end of year | 2014-03-31 | $0 |
Participant contributions at beginning of year | 2014-03-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2014-03-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-03-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-03-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-03-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2014-03-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2014-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-03-31 | $0 |
Other income not declared elsewhere | 2014-03-31 | $0 |
Administrative expenses (other) incurred | 2014-03-31 | $18,550 |
Liabilities. Value of operating payables at end of year | 2014-03-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2014-03-31 | $0 |
Total non interest bearing cash at end of year | 2014-03-31 | $0 |
Total non interest bearing cash at beginning of year | 2014-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-03-31 | No |
Income. Non cash contributions | 2014-03-31 | $0 |
Value of net income/loss | 2014-03-31 | $318,841 |
Value of net assets at end of year (total assets less liabilities) | 2014-03-31 | $2,740,295 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-03-31 | $2,421,454 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-03-31 | No |
Assets. partnership/joint venture interests at end of year | 2014-03-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2014-03-31 | $0 |
Investment advisory and management fees | 2014-03-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-03-31 | $2,512,954 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-03-31 | $2,178,460 |
Value of interest in pooled separate accounts at end of year | 2014-03-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2014-03-31 | $0 |
Interest on participant loans | 2014-03-31 | $350 |
Income. Interest from loans (other than to participants) | 2014-03-31 | $0 |
Interest earned on other investments | 2014-03-31 | $0 |
Income. Interest from US Government securities | 2014-03-31 | $0 |
Income. Interest from corporate debt instruments | 2014-03-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2014-03-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2014-03-31 | $0 |
Value of interest in common/collective trusts at end of year | 2014-03-31 | $207,402 |
Value of interest in common/collective trusts at beginning of year | 2014-03-31 | $225,637 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-03-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-03-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-03-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2014-03-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2014-03-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-03-31 | $0 |
Asset value of US Government securities at end of year | 2014-03-31 | $0 |
Asset value of US Government securities at beginning of year | 2014-03-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-03-31 | $320,202 |
Net investment gain/loss from pooled separate accounts | 2014-03-31 | $0 |
Net investment gain or loss from common/collective trusts | 2014-03-31 | $-936 |
Net gain/loss from 103.12 investment entities | 2014-03-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-03-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-03-31 | No |
Assets. Invements in employer securities at end of year | 2014-03-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2014-03-31 | $0 |
Assets. Value of employer real property at end of year | 2014-03-31 | $0 |
Assets. Value of employer real property at beginning of year | 2014-03-31 | $0 |
Contributions received in cash from employer | 2014-03-31 | $0 |
Employer contributions (assets) at end of year | 2014-03-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-03-31 | $0 |
Income. Dividends from preferred stock | 2014-03-31 | $0 |
Income. Dividends from common stock | 2014-03-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-03-31 | $150,537 |
Asset. Corporate debt instrument preferred debt at end of year | 2014-03-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2014-03-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-03-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-03-31 | $0 |
Contract administrator fees | 2014-03-31 | $0 |
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 | 2014-03-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-03-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-03-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2014-03-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-03-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2014-03-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-03-31 | $0 |
Did the plan have assets held for investment | 2014-03-31 | 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 | 2014-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-03-31 | No |
Aggregate proceeds on sale of assets | 2014-03-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2014-03-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2014-03-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2014-03-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-03-31 | Disclaimer |
Accountancy firm name | 2014-03-31 | TM BYXBEE COMPANY, P.C. |
Accountancy firm EIN | 2014-03-31 | 061386456 |
2013 : THE STANDARDS GROUP RETIREMENT PLAN 2013 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-03-31 | $0 |
Total income from all sources (including contributions) | 2013-03-31 | $247,905 |
Total of all expenses incurred | 2013-03-31 | $155,490 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-03-31 | $155,290 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-03-31 | $47,102 |
Value of total assets at end of year | 2013-03-31 | $2,421,454 |
Value of total assets at beginning of year | 2013-03-31 | $2,329,039 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-03-31 | $200 |
Total interest from all sources | 2013-03-31 | $641 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-03-31 | $47,152 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-03-31 | $47,152 |
Was this plan covered by a fidelity bond | 2013-03-31 | Yes |
Value of fidelity bond cover | 2013-03-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2013-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-03-31 | No |
Contributions received from participants | 2013-03-31 | $47,102 |
Participant contributions at end of year | 2013-03-31 | $17,357 |
Participant contributions at beginning of year | 2013-03-31 | $27,277 |
Administrative expenses (other) incurred | 2013-03-31 | $200 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-03-31 | No |
Value of net income/loss | 2013-03-31 | $92,415 |
Value of net assets at end of year (total assets less liabilities) | 2013-03-31 | $2,421,454 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-03-31 | $2,329,039 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-03-31 | $2,178,460 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-03-31 | $2,081,469 |
Interest on participant loans | 2013-03-31 | $641 |
Value of interest in common/collective trusts at end of year | 2013-03-31 | $225,637 |
Value of interest in common/collective trusts at beginning of year | 2013-03-31 | $220,293 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-03-31 | $149,934 |
Net investment gain or loss from common/collective trusts | 2013-03-31 | $3,076 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-03-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-03-31 | $155,290 |
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 | 2013-03-31 | No |
Did the plan have assets held for investment | 2013-03-31 | 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 | 2013-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-03-31 | Disclaimer |
Accountancy firm name | 2013-03-31 | TM BYXBEE COMPANY, P.C. |
Accountancy firm EIN | 2013-03-31 | 061386456 |
2012 : THE STANDARDS GROUP RETIREMENT PLAN 2012 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-03-31 | $0 |
Total income from all sources (including contributions) | 2012-03-31 | $192,468 |
Total of all expenses incurred | 2012-03-31 | $35,181 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-03-31 | $32,383 |
Value of total corrective distributions | 2012-03-31 | $648 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-03-31 | $69,062 |
Value of total assets at end of year | 2012-03-31 | $2,329,039 |
Value of total assets at beginning of year | 2012-03-31 | $2,171,752 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-03-31 | $2,150 |
Total interest from all sources | 2012-03-31 | $256 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-03-31 | $40,312 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-03-31 | $40,312 |
Was this plan covered by a fidelity bond | 2012-03-31 | Yes |
Value of fidelity bond cover | 2012-03-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2012-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-03-31 | No |
Contributions received from participants | 2012-03-31 | $63,091 |
Participant contributions at end of year | 2012-03-31 | $27,277 |
Participant contributions at beginning of year | 2012-03-31 | $20,255 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-03-31 | $5,971 |
Administrative expenses (other) incurred | 2012-03-31 | $2,150 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-03-31 | No |
Value of net income/loss | 2012-03-31 | $157,287 |
Value of net assets at end of year (total assets less liabilities) | 2012-03-31 | $2,329,039 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-03-31 | $2,171,752 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-03-31 | $2,081,469 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-03-31 | $1,936,117 |
Interest on participant loans | 2012-03-31 | $256 |
Value of interest in common/collective trusts at end of year | 2012-03-31 | $220,293 |
Value of interest in common/collective trusts at beginning of year | 2012-03-31 | $215,380 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-03-31 | $75,924 |
Net investment gain or loss from common/collective trusts | 2012-03-31 | $6,914 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-03-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-03-31 | $32,383 |
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 | 2012-03-31 | No |
Did the plan have assets held for investment | 2012-03-31 | 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 | 2012-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-03-31 | Disclaimer |
Accountancy firm name | 2012-03-31 | T.M. BYXBE CO PC |
Accountancy firm EIN | 2012-03-31 | 061386456 |
2011 : THE STANDARDS GROUP RETIREMENT PLAN 2011 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-03-31 | $0 |
Total income from all sources (including contributions) | 2011-03-31 | $335,981 |
Total of all expenses incurred | 2011-03-31 | $47,442 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-03-31 | $42,059 |
Value of total corrective distributions | 2011-03-31 | $3,170 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-03-31 | $60,723 |
Value of total assets at end of year | 2011-03-31 | $2,171,752 |
Value of total assets at beginning of year | 2011-03-31 | $1,883,213 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-03-31 | $2,213 |
Total interest from all sources | 2011-03-31 | $1,047 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-03-31 | $21,242 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-03-31 | $21,242 |
Was this plan covered by a fidelity bond | 2011-03-31 | Yes |
Value of fidelity bond cover | 2011-03-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2011-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-03-31 | No |
Contributions received from participants | 2011-03-31 | $60,723 |
Participant contributions at end of year | 2011-03-31 | $20,255 |
Participant contributions at beginning of year | 2011-03-31 | $22,081 |
Administrative expenses (other) incurred | 2011-03-31 | $2,213 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-03-31 | No |
Value of net income/loss | 2011-03-31 | $288,539 |
Value of net assets at end of year (total assets less liabilities) | 2011-03-31 | $2,171,752 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-03-31 | $1,883,213 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-03-31 | $1,936,117 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-03-31 | $1,651,081 |
Interest on participant loans | 2011-03-31 | $1,047 |
Value of interest in common/collective trusts at end of year | 2011-03-31 | $215,380 |
Value of interest in common/collective trusts at beginning of year | 2011-03-31 | $210,051 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-03-31 | $246,294 |
Net investment gain or loss from common/collective trusts | 2011-03-31 | $6,675 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-03-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-03-31 | $42,059 |
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 | 2011-03-31 | No |
Did the plan have assets held for investment | 2011-03-31 | 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 | 2011-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-03-31 | Disclaimer |
Accountancy firm name | 2011-03-31 | T M BYXBE CO PC |
Accountancy firm EIN | 2011-03-31 | 061386456 |
2010 : THE STANDARDS GROUP RETIREMENT PLAN 2010 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-03-31 | $0 |