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| Plan Name | JAMES S. MITCHELL & SONS, INC. PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | JAMES S. MITCHELL & SONS, INC. |
| Employer identification number (EIN): | 133631777 |
| NAIC Classification: | 541990 |
| NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about JAMES S. MITCHELL & SONS, INC.
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 1991-01-03 |
| Company Identification Number: | 1499048 |
| Legal Registered Office Address: |
347 W. 36TH ST. SUITE 903 New York NEW YORK United States of America (USA) 10018 |
More information about JAMES S. MITCHELL & SONS, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2016-03-01 | JAMES P. MITCHELL | |||
| 001 | 2015-03-01 | JAMES P. MITCHELL | |||
| 001 | 2014-03-01 | JAMES P. MITCHELL | |||
| 001 | 2013-03-01 | JAMES P. MITCHELL | |||
| 001 | 2012-03-01 | JAMES P. MITCHELL | |||
| 001 | 2011-03-01 | JAMES P. MITCHELL | |||
| 001 | 2010-03-01 | JAMES P. MITCHELL | |||
| 001 | 2009-03-01 | JAMES P. MITCHELL |
| Measure | Date | Value |
|---|---|---|
| 2016: JAMES S. MITCHELL & SONS, INC. PROFIT SHARING PLAN 2016 401k membership | ||
| Total participants, beginning-of-year | 2016-03-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-03-01 | 0 |
| Number of retired or separated participants receiving benefits | 2016-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-03-01 | 0 |
| Total of all active and inactive participants | 2016-03-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-03-01 | 0 |
| Total participants | 2016-03-01 | 0 |
| Number of participants with account balances | 2016-03-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-03-01 | 0 |
| 2015: JAMES S. MITCHELL & SONS, INC. PROFIT SHARING PLAN 2015 401k membership | ||
| Total participants, beginning-of-year | 2015-03-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-03-01 | 4 |
| Number of retired or separated participants receiving benefits | 2015-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-03-01 | 1 |
| Total of all active and inactive participants | 2015-03-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-03-01 | 0 |
| Total participants | 2015-03-01 | 5 |
| Number of participants with account balances | 2015-03-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-03-01 | 0 |
| 2014: JAMES S. MITCHELL & SONS, INC. PROFIT SHARING PLAN 2014 401k membership | ||
| Total participants, beginning-of-year | 2014-03-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-03-01 | 4 |
| Number of retired or separated participants receiving benefits | 2014-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-03-01 | 1 |
| Total of all active and inactive participants | 2014-03-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-03-01 | 0 |
| Total participants | 2014-03-01 | 5 |
| Number of participants with account balances | 2014-03-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-03-01 | 0 |
| 2013: JAMES S. MITCHELL & SONS, INC. PROFIT SHARING PLAN 2013 401k membership | ||
| Total participants, beginning-of-year | 2013-03-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-03-01 | 10 |
| Number of retired or separated participants receiving benefits | 2013-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-03-01 | 0 |
| Total of all active and inactive participants | 2013-03-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-03-01 | 0 |
| Total participants | 2013-03-01 | 10 |
| Number of participants with account balances | 2013-03-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-03-01 | 0 |
| 2012: JAMES S. MITCHELL & SONS, INC. PROFIT SHARING PLAN 2012 401k membership | ||
| Total participants, beginning-of-year | 2012-03-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-03-01 | 5 |
| Number of retired or separated participants receiving benefits | 2012-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-03-01 | 0 |
| Total of all active and inactive participants | 2012-03-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-03-01 | 0 |
| Total participants | 2012-03-01 | 5 |
| Number of participants with account balances | 2012-03-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-03-01 | 0 |
| 2011: JAMES S. MITCHELL & SONS, INC. PROFIT SHARING PLAN 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-03-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-03-01 | 5 |
| Number of retired or separated participants receiving benefits | 2011-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-03-01 | 0 |
| Total of all active and inactive participants | 2011-03-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-03-01 | 0 |
| Total participants | 2011-03-01 | 5 |
| Number of participants with account balances | 2011-03-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-03-01 | 0 |
| 2010: JAMES S. MITCHELL & SONS, INC. PROFIT SHARING PLAN 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-03-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-03-01 | 5 |
| Number of retired or separated participants receiving benefits | 2010-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-03-01 | 0 |
| Total of all active and inactive participants | 2010-03-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-03-01 | 0 |
| Total participants | 2010-03-01 | 5 |
| Number of participants with account balances | 2010-03-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-03-01 | 0 |
| 2009: JAMES S. MITCHELL & SONS, INC. PROFIT SHARING PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-03-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-03-01 | 5 |
| Number of retired or separated participants receiving benefits | 2009-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-03-01 | 0 |
| Total of all active and inactive participants | 2009-03-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-03-01 | 0 |
| Total participants | 2009-03-01 | 5 |
| Number of participants with account balances | 2009-03-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-03-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2016 : JAMES S. MITCHELL & SONS, INC. PROFIT SHARING PLAN 2016 401k financial data | ||
| Transfers to/from the plan | 2016-11-07 | $0 |
| Total plan liabilities at end of year | 2016-11-07 | $0 |
| Total plan liabilities at beginning of year | 2016-11-07 | $0 |
| Total income from all sources | 2016-11-07 | $76,088 |
| Expenses. Total of all expenses incurred | 2016-11-07 | $1,005,849 |
| Benefits paid (including direct rollovers) | 2016-11-07 | $1,005,849 |
| Total plan assets at end of year | 2016-11-07 | $0 |
| Total plan assets at beginning of year | 2016-11-07 | $929,761 |
| Value of fidelity bond covering the plan | 2016-11-07 | $260,000 |
| Total contributions received or receivable from participants | 2016-11-07 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-11-07 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-11-07 | $0 |
| Other income received | 2016-11-07 | $76,088 |
| Noncash contributions received | 2016-11-07 | $0 |
| Net income (gross income less expenses) | 2016-11-07 | $-929,761 |
| Net plan assets at end of year (total assets less liabilities) | 2016-11-07 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-11-07 | $929,761 |
| Total contributions received or receivable from employer(s) | 2016-11-07 | $0 |
| Value of certain deemed distributions of participant loans | 2016-11-07 | $0 |
| Value of corrective distributions | 2016-11-07 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-11-07 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-11-07 | $0 |
| Total plan liabilities at end of year | 2016-02-29 | $0 |
| Total plan liabilities at beginning of year | 2016-02-29 | $0 |
| Total income from all sources | 2016-02-29 | $-44,437 |
| Expenses. Total of all expenses incurred | 2016-02-29 | $160 |
| Benefits paid (including direct rollovers) | 2016-02-29 | $0 |
| Total plan assets at end of year | 2016-02-29 | $929,761 |
| Total plan assets at beginning of year | 2016-02-29 | $974,358 |
| Value of fidelity bond covering the plan | 2016-02-29 | $260,000 |
| Total contributions received or receivable from participants | 2016-02-29 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-02-29 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-02-29 | $0 |
| Other income received | 2016-02-29 | $-44,437 |
| Noncash contributions received | 2016-02-29 | $0 |
| Net income (gross income less expenses) | 2016-02-29 | $-44,597 |
| Net plan assets at end of year (total assets less liabilities) | 2016-02-29 | $929,761 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-02-29 | $974,358 |
| Total contributions received or receivable from employer(s) | 2016-02-29 | $0 |
| Value of certain deemed distributions of participant loans | 2016-02-29 | $0 |
| Value of corrective distributions | 2016-02-29 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-02-29 | $160 |
| 2015 : JAMES S. MITCHELL & SONS, INC. PROFIT SHARING PLAN 2015 401k financial data | ||
| Total plan liabilities at end of year | 2015-02-28 | $0 |
| Total plan liabilities at beginning of year | 2015-02-28 | $0 |
| Total income from all sources | 2015-02-28 | $54,263 |
| Expenses. Total of all expenses incurred | 2015-02-28 | $240 |
| Benefits paid (including direct rollovers) | 2015-02-28 | $0 |
| Total plan assets at end of year | 2015-02-28 | $974,358 |
| Total plan assets at beginning of year | 2015-02-28 | $920,335 |
| Value of fidelity bond covering the plan | 2015-02-28 | $260,000 |
| Total contributions received or receivable from participants | 2015-02-28 | $0 |
| Expenses. Other expenses not covered elsewhere | 2015-02-28 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-02-28 | $0 |
| Other income received | 2015-02-28 | $54,263 |
| Noncash contributions received | 2015-02-28 | $0 |
| Net income (gross income less expenses) | 2015-02-28 | $54,023 |
| Net plan assets at end of year (total assets less liabilities) | 2015-02-28 | $974,358 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-02-28 | $920,335 |
| Total contributions received or receivable from employer(s) | 2015-02-28 | $0 |
| Value of certain deemed distributions of participant loans | 2015-02-28 | $0 |
| Value of corrective distributions | 2015-02-28 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-02-28 | $240 |
| 2014 : JAMES S. MITCHELL & SONS, INC. PROFIT SHARING PLAN 2014 401k financial data | ||
| Transfers to/from the plan | 2014-02-28 | $0 |
| Total plan liabilities at end of year | 2014-02-28 | $0 |
| Total plan liabilities at beginning of year | 2014-02-28 | $0 |
| Total income from all sources | 2014-02-28 | $95,211 |
| Expenses. Total of all expenses incurred | 2014-02-28 | $80 |
| Benefits paid (including direct rollovers) | 2014-02-28 | $0 |
| Total plan assets at end of year | 2014-02-28 | $920,335 |
| Total plan assets at beginning of year | 2014-02-28 | $825,204 |
| Value of fidelity bond covering the plan | 2014-02-28 | $260,000 |
| Total contributions received or receivable from participants | 2014-02-28 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-02-28 | $80 |
| Contributions received from other sources (not participants or employers) | 2014-02-28 | $0 |
| Other income received | 2014-02-28 | $95,211 |
| Noncash contributions received | 2014-02-28 | $0 |
| Net income (gross income less expenses) | 2014-02-28 | $95,131 |
| Net plan assets at end of year (total assets less liabilities) | 2014-02-28 | $920,335 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-02-28 | $825,204 |
| Total contributions received or receivable from employer(s) | 2014-02-28 | $0 |
| Value of certain deemed distributions of participant loans | 2014-02-28 | $0 |
| Value of corrective distributions | 2014-02-28 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-02-28 | $0 |
| 2013 : JAMES S. MITCHELL & SONS, INC. PROFIT SHARING PLAN 2013 401k financial data | ||
| Transfers to/from the plan | 2013-02-28 | $0 |
| Total plan liabilities at end of year | 2013-02-28 | $0 |
| Total plan liabilities at beginning of year | 2013-02-28 | $0 |
| Total income from all sources | 2013-02-28 | $42,561 |
| Expenses. Total of all expenses incurred | 2013-02-28 | $72,121 |
| Benefits paid (including direct rollovers) | 2013-02-28 | $71,775 |
| Total plan assets at end of year | 2013-02-28 | $825,204 |
| Total plan assets at beginning of year | 2013-02-28 | $854,764 |
| Value of fidelity bond covering the plan | 2013-02-28 | $260,000 |
| Total contributions received or receivable from participants | 2013-02-28 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-02-28 | $346 |
| Contributions received from other sources (not participants or employers) | 2013-02-28 | $0 |
| Other income received | 2013-02-28 | $42,561 |
| Noncash contributions received | 2013-02-28 | $0 |
| Net income (gross income less expenses) | 2013-02-28 | $-29,560 |
| Net plan assets at end of year (total assets less liabilities) | 2013-02-28 | $825,204 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-02-28 | $854,764 |
| Total contributions received or receivable from employer(s) | 2013-02-28 | $0 |
| Value of certain deemed distributions of participant loans | 2013-02-28 | $0 |
| Value of corrective distributions | 2013-02-28 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-02-28 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-02-28 | $0 |
| 2012 : JAMES S. MITCHELL & SONS, INC. PROFIT SHARING PLAN 2012 401k financial data | ||
| Transfers to/from the plan | 2012-02-29 | $0 |
| Total plan liabilities at end of year | 2012-02-29 | $0 |
| Total plan liabilities at beginning of year | 2012-02-29 | $0 |
| Total income from all sources | 2012-02-29 | $7,254 |
| Expenses. Total of all expenses incurred | 2012-02-29 | $371 |
| Benefits paid (including direct rollovers) | 2012-02-29 | $0 |
| Total plan assets at end of year | 2012-02-29 | $854,764 |
| Total plan assets at beginning of year | 2012-02-29 | $847,881 |
| Value of fidelity bond covering the plan | 2012-02-29 | $260,000 |
| Total contributions received or receivable from participants | 2012-02-29 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-02-29 | $371 |
| Contributions received from other sources (not participants or employers) | 2012-02-29 | $0 |
| Other income received | 2012-02-29 | $7,254 |
| Noncash contributions received | 2012-02-29 | $0 |
| Net income (gross income less expenses) | 2012-02-29 | $6,883 |
| Net plan assets at end of year (total assets less liabilities) | 2012-02-29 | $854,764 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-02-29 | $847,881 |
| Total contributions received or receivable from employer(s) | 2012-02-29 | $0 |
| Value of certain deemed distributions of participant loans | 2012-02-29 | $0 |
| Value of corrective distributions | 2012-02-29 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-02-29 | $0 |
| 2011 : JAMES S. MITCHELL & SONS, INC. PROFIT SHARING PLAN 2011 401k financial data | ||
| Transfers to/from the plan | 2011-02-28 | $0 |
| Total plan liabilities at end of year | 2011-02-28 | $0 |
| Total plan liabilities at beginning of year | 2011-02-28 | $0 |
| Total income from all sources | 2011-02-28 | $91,838 |
| Expenses. Total of all expenses incurred | 2011-02-28 | $344 |
| Benefits paid (including direct rollovers) | 2011-02-28 | $0 |
| Total plan assets at end of year | 2011-02-28 | $847,881 |
| Total plan assets at beginning of year | 2011-02-28 | $756,387 |
| Value of fidelity bond covering the plan | 2011-02-28 | $260,000 |
| Total contributions received or receivable from participants | 2011-02-28 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-02-28 | $344 |
| Contributions received from other sources (not participants or employers) | 2011-02-28 | $0 |
| Other income received | 2011-02-28 | $91,838 |
| Noncash contributions received | 2011-02-28 | $0 |
| Net income (gross income less expenses) | 2011-02-28 | $91,494 |
| Net plan assets at end of year (total assets less liabilities) | 2011-02-28 | $847,881 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-02-28 | $756,387 |
| Total contributions received or receivable from employer(s) | 2011-02-28 | $0 |
| Value of certain deemed distributions of participant loans | 2011-02-28 | $0 |
| Value of corrective distributions | 2011-02-28 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-02-28 | $0 |
| 2010 : JAMES S. MITCHELL & SONS, INC. PROFIT SHARING PLAN 2010 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-02-28 | $0 |
| 2016: JAMES S. MITCHELL & SONS, INC. PROFIT SHARING PLAN 2016 form 5500 responses | ||
|---|---|---|
| 2016-03-01 | Type of plan entity | Single employer plan |
| 2016-03-01 | Submission has been amended | No |
| 2016-03-01 | This submission is the final filing | Yes |
| 2016-03-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2016-03-01 | Plan is a collectively bargained plan | No |
| 2016-03-01 | Plan funding arrangement – Trust | Yes |
| 2016-03-01 | Plan benefit arrangement - Trust | Yes |
| 2015: JAMES S. MITCHELL & SONS, INC. PROFIT SHARING PLAN 2015 form 5500 responses | ||
| 2015-03-01 | Type of plan entity | Single employer plan |
| 2015-03-01 | Submission has been amended | No |
| 2015-03-01 | This submission is the final filing | No |
| 2015-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-03-01 | Plan is a collectively bargained plan | No |
| 2015-03-01 | Plan funding arrangement – Trust | Yes |
| 2015-03-01 | Plan benefit arrangement - Trust | Yes |
| 2014: JAMES S. MITCHELL & SONS, INC. PROFIT SHARING PLAN 2014 form 5500 responses | ||
| 2014-03-01 | Type of plan entity | Single employer plan |
| 2014-03-01 | Submission has been amended | No |
| 2014-03-01 | This submission is the final filing | No |
| 2014-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-03-01 | Plan is a collectively bargained plan | No |
| 2014-03-01 | Plan funding arrangement – Trust | Yes |
| 2014-03-01 | Plan benefit arrangement - Trust | Yes |
| 2013: JAMES S. MITCHELL & SONS, INC. PROFIT SHARING PLAN 2013 form 5500 responses | ||
| 2013-03-01 | Type of plan entity | Single employer plan |
| 2013-03-01 | Submission has been amended | No |
| 2013-03-01 | This submission is the final filing | No |
| 2013-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-03-01 | Plan is a collectively bargained plan | No |
| 2013-03-01 | Plan funding arrangement – Trust | Yes |
| 2013-03-01 | Plan benefit arrangement - Trust | Yes |
| 2012: JAMES S. MITCHELL & SONS, INC. PROFIT SHARING PLAN 2012 form 5500 responses | ||
| 2012-03-01 | Type of plan entity | Single employer plan |
| 2012-03-01 | Submission has been amended | No |
| 2012-03-01 | This submission is the final filing | No |
| 2012-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-03-01 | Plan is a collectively bargained plan | No |
| 2012-03-01 | Plan funding arrangement – Trust | Yes |
| 2012-03-01 | Plan benefit arrangement - Trust | Yes |
| 2011: JAMES S. MITCHELL & SONS, INC. PROFIT SHARING PLAN 2011 form 5500 responses | ||
| 2011-03-01 | Type of plan entity | Single employer plan |
| 2011-03-01 | Submission has been amended | Yes |
| 2011-03-01 | This submission is the final filing | No |
| 2011-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-03-01 | Plan is a collectively bargained plan | No |
| 2011-03-01 | Plan funding arrangement – Trust | Yes |
| 2011-03-01 | Plan benefit arrangement - Trust | Yes |
| 2010: JAMES S. MITCHELL & SONS, INC. PROFIT SHARING PLAN 2010 form 5500 responses | ||
| 2010-03-01 | Type of plan entity | Single employer plan |
| 2010-03-01 | Submission has been amended | No |
| 2010-03-01 | This submission is the final filing | No |
| 2010-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-03-01 | Plan is a collectively bargained plan | No |
| 2010-03-01 | Plan funding arrangement – Trust | Yes |
| 2010-03-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JAMES S. MITCHELL & SONS, INC. PROFIT SHARING PLAN 2009 form 5500 responses | ||
| 2009-03-01 | Type of plan entity | Single employer plan |
| 2009-03-01 | Submission has been amended | No |
| 2009-03-01 | This submission is the final filing | No |
| 2009-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-03-01 | Plan is a collectively bargained plan | No |
| 2009-03-01 | Plan funding arrangement – Trust | Yes |
| 2009-03-01 | Plan benefit arrangement - Trust | Yes |