401k Plan data: PENSION TRANSFER TRUST PLAN plan

PENSION TRANSFER TRUST PLAN 401k Plan overview

Plan Name	PENSION TRANSFER TRUST PLAN
Plan identification number	001

PENSION TRANSFER TRUST PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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

PENSION TRANSFER ADVISORS, INC. has sponsored the creation of one or more 401k plans.

Company Name: PENSION TRANSFER ADVISORS, INC.

Employer identification number (EIN): 200899002

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION TRANSFER TRUST PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 MICKEY PARKER
001 2011-01-01 MICKEY PARKER
001 2009-01-01 DEAN JOYNER

Plan id#	Filing Submission Date	Name of Administrator
001	2012-01-01	MICKEY PARKER
001	2011-01-01	MICKEY PARKER
001	2009-01-01	DEAN JOYNER

Plan Statistics for PENSION TRANSFER TRUST PLAN

401k plan membership statisitcs for PENSION TRANSFER TRUST PLAN

Measure Date Value
2012: PENSION TRANSFER TRUST PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,229
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,100
Number of retired or separated participants receiving benefits 2012-01-01 78
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 1,178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1,178
Number of participants with account balances 2012-01-01 658
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PENSION TRANSFER TRUST PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,233
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,129
Number of retired or separated participants receiving benefits 2011-01-01 98
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 1,227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 1,229
Number of participants with account balances 2011-01-01 658
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: PENSION TRANSFER TRUST PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,137
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,163
Number of retired or separated participants receiving benefits 2009-01-01 112
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 1,275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 1,275
Number of participants with account balances 2009-01-01 696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: PENSION TRANSFER TRUST PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,229
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,100
Number of retired or separated participants receiving benefits	2012-01-01	78
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	1,178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1,178
Number of participants with account balances	2012-01-01	658
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PENSION TRANSFER TRUST PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,233
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,129
Number of retired or separated participants receiving benefits	2011-01-01	98
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	1,227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	1,229
Number of participants with account balances	2011-01-01	658
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: PENSION TRANSFER TRUST PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,137
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,163
Number of retired or separated participants receiving benefits	2009-01-01	112
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	1,275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	1,275
Number of participants with account balances	2009-01-01	696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PENSION TRANSFER TRUST PLAN

Measure	Date	Value
2012 : PENSION TRANSFER TRUST PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$-3,922,667
Total unrealized appreciation/depreciation of assets	2012-12-31	$-3,922,667
Total transfer of assets from this plan	2012-12-31	$3,354,611
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$119,325
Total income from all sources (including contributions)	2012-12-31	$5,192,285
Total loss/gain on sale of assets	2012-12-31	$-2,012,285
Total of all expenses incurred	2012-12-31	$1,865,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,759,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$10,589,797
Value of total assets at end of year	2012-12-31	$61,742,447
Value of total assets at beginning of year	2012-12-31	$61,890,071
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$106,026
Total interest from all sources	2012-12-31	$5,663
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$25,672
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$60,001
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	Yes
Amount of non-exempt transactions with any party-in-interest	2012-12-31	$135,174
Contributions received from participants	2012-12-31	$543,782
Participant contributions at end of year	2012-12-31	$112,634
Participant contributions at beginning of year	2012-12-31	$62,769
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$9,605,252
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$200,648
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$192,640
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$118,662
Other income not declared elsewhere	2012-12-31	$92
Liabilities. Value of operating payables at end of year	2012-12-31	$0
Liabilities. Value of operating payables at beginning of year	2012-12-31	$663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$3,326,312
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$61,742,447
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$61,770,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$45,300
Value of interest in pooled separate accounts at end of year	2012-12-31	$4,339,102
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$3,420,262
Income. Interest from loans (other than to participants)	2012-12-31	$5,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$156,931
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$406,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$406,353
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$2,639,267
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$2,735,562
Net investment gain/loss from pooled separate accounts	2012-12-31	$531,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Assets. Invements in employer securities at end of year	2012-12-31	$54,004,945
Assets. Invements in employer securities at beginning of year	2012-12-31	$54,834,217
Contributions received in cash from employer	2012-12-31	$440,763
Employer contributions (assets) at end of year	2012-12-31	$288,920
Employer contributions (assets) at beginning of year	2012-12-31	$238,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,759,947
Contract administrator fees	2012-12-31	$35,054
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$1,048,042
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$3,060,327
2011 : PENSION TRANSFER TRUST PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-10,640,800
Total unrealized appreciation/depreciation of assets	2011-12-31	$-10,640,800
Total transfer of assets from this plan	2011-12-31	$3,333,759
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$119,325
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$88,448
Total income from all sources (including contributions)	2011-12-31	$-854,555
Total loss/gain on sale of assets	2011-12-31	$-1,564,419
Total of all expenses incurred	2011-12-31	$1,754,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,361,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$11,356,537
Value of total assets at end of year	2011-12-31	$61,890,071
Value of total assets at beginning of year	2011-12-31	$67,801,994
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$393,011
Total interest from all sources	2011-12-31	$64,846
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$293,857
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	Yes
Amount of non-exempt transactions with any party-in-interest	2011-12-31	$129,011
Contributions received from participants	2011-12-31	$430,461
Participant contributions at end of year	2011-12-31	$62,769
Participant contributions at beginning of year	2011-12-31	$24,685
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$10,564,084
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$192,640
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$98,139
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$118,662
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$87,149
Other income not declared elsewhere	2011-12-31	$79
Liabilities. Value of operating payables at end of year	2011-12-31	$663
Liabilities. Value of operating payables at beginning of year	2011-12-31	$1,299
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	$-2,609,041
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$61,770,746
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$67,713,546
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
Investment advisory and management fees	2011-12-31	$42,318
Value of interest in pooled separate accounts at end of year	2011-12-31	$3,420,262
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$4,266,268
Income. Interest from loans (other than to participants)	2011-12-31	$5,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$406,353
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$374,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$374,397
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$59,303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$2,735,562
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$2,397,726
Net investment gain/loss from pooled separate accounts	2011-12-31	$-70,798
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
Assets. Invements in employer securities at end of year	2011-12-31	$54,834,217
Assets. Invements in employer securities at beginning of year	2011-12-31	$60,441,778
Contributions received in cash from employer	2011-12-31	$361,992
Employer contributions (assets) at end of year	2011-12-31	$238,268
Employer contributions (assets) at beginning of year	2011-12-31	$199,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,361,475
Contract administrator fees	2011-12-31	$56,836
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
Aggregate proceeds on sale of assets	2011-12-31	$68,620
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$1,633,039
2010 : PENSION TRANSFER TRUST PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$-6,081,132
Total unrealized appreciation/depreciation of assets	2010-12-31	$-6,081,132
Total transfer of assets from this plan	2010-12-31	$2,277,323
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$88,448
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$3,671
Total income from all sources (including contributions)	2010-12-31	$4,044,656
Total loss/gain on sale of assets	2010-12-31	$-3,409,872
Total of all expenses incurred	2010-12-31	$1,649,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,029,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$12,864,038
Value of total assets at end of year	2010-12-31	$67,801,994
Value of total assets at beginning of year	2010-12-31	$67,599,242
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$619,856
Total interest from all sources	2010-12-31	$64,224
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Total income from all sources	2010-12-31	$15,662
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$354,695
Total plan assets at beginning of year	2010-12-31	$339,033
Value of fidelity bond covering the plan	2010-12-31	$20,000
Other income received	2010-12-31	$15,662
Net income (gross income less expenses)	2010-12-31	$15,662
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$354,695
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$339,033
Assets. Value of employer securities	2010-12-31	$354,695
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$467,946
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$2
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	Yes
Amount of non-exempt transactions with any party-in-interest	2010-12-31	$87,485
Contributions received from participants	2010-12-31	$438,864
Participant contributions at end of year	2010-12-31	$24,685
Participant contributions at beginning of year	2010-12-31	$83,366
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$117
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$12,100,729
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$98,139
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$56,405
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$87,149
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$39
Liabilities. Value of operating payables at end of year	2010-12-31	$1,299
Liabilities. Value of operating payables at beginning of year	2010-12-31	$3,671
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	$2,395,298
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$67,713,546
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$67,595,571
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
Investment advisory and management fees	2010-12-31	$40,979
Value of interest in pooled separate accounts at end of year	2010-12-31	$4,266,268
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$3,592,702
Income. Interest from loans (other than to participants)	2010-12-31	$5,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$374,397
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$942,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$942,605
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$58,368
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$2,397,726
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$2,476,555
Net investment gain/loss from pooled separate accounts	2010-12-31	$607,359
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	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$60,441,778
Assets. Invements in employer securities at beginning of year	2010-12-31	$60,247,465
Contributions received in cash from employer	2010-12-31	$324,445
Employer contributions (assets) at end of year	2010-12-31	$199,001
Employer contributions (assets) at beginning of year	2010-12-31	$200,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,029,502
Contract administrator fees	2010-12-31	$110,931
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
Aggregate proceeds on sale of assets	2010-12-31	$1,001
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$3,410,873
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	MONTAGE SERVICES, INC.
Accountancy firm EIN	2010-12-31	710941050
2009 : PENSION TRANSFER TRUST PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PENSION TRANSFER TRUST PLAN

2012: PENSION TRANSFER TRUST PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PENSION TRANSFER TRUST PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PENSION TRANSFER TRUST PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Submission has been amended	No
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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

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Company Name:	PENSION TRANSFER ADVISORS, INC.
Employer identification number (EIN):	200899002
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services