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Plan Name | EXCELLENCE IN MOTIVATION, INC. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | EXCELLENCE IN MOTIVATION, INC. |
Employer identification number (EIN): | 311387432 |
NAIC Classification: | 541990 |
NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about EXCELLENCE IN MOTIVATION, INC.
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1993-05-17 |
Company Identification Number: | 845237 |
Legal Registered Office Address: |
1300 EAST NINTH STREET - CLEVELAND United States of America (USA) 44114 |
More information about EXCELLENCE IN MOTIVATION, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2013-01-01 | LAURA COHEN | LAURA COHEN | 2014-04-15 | |
001 | 2012-01-01 | JOHN KERNAN | JOHN KERNAN | 2013-10-14 | |
001 | 2011-01-01 | JOHN KERNAN | JOHN KERNAN | 2012-10-12 | |
001 | 2009-01-01 | JOHN KERNAN | JOHN KERNAN | 2010-10-12 |
Measure | Date | Value |
---|---|---|
2013: EXCELLENCE IN MOTIVATION, INC. 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 249 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 0 |
Number of participants with account balances | 2013-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 8 |
2012: EXCELLENCE IN MOTIVATION, INC. 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 200 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 211 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 38 |
Total of all active and inactive participants | 2012-01-01 | 249 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 249 |
Number of participants with account balances | 2012-01-01 | 227 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 14 |
2011: EXCELLENCE IN MOTIVATION, INC. 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 229 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 197 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 55 |
Total of all active and inactive participants | 2011-01-01 | 252 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 252 |
Number of participants with account balances | 2011-01-01 | 219 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 14 |
2009: EXCELLENCE IN MOTIVATION, INC. 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 263 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 179 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 62 |
Total of all active and inactive participants | 2009-01-01 | 241 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 241 |
Number of participants with account balances | 2009-01-01 | 203 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 12 |
Measure | Date | Value |
---|---|---|
2013 : EXCELLENCE IN MOTIVATION, INC. 401(K) PLAN 2013 401k financial data | ||
Total transfer of assets from this plan | 2013-06-30 | $7,937,313 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $18,797 |
Total income from all sources (including contributions) | 2013-06-30 | $992,804 |
Total of all expenses incurred | 2013-06-30 | $725,558 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $716,873 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $497,902 |
Value of total assets at end of year | 2013-06-30 | $0 |
Value of total assets at beginning of year | 2013-06-30 | $7,688,864 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $8,685 |
Total interest from all sources | 2013-06-30 | $3,169 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $128,995 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2013-06-30 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-06-30 | $128,995 |
Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
Value of fidelity bond cover | 2013-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
Contributions received from participants | 2013-06-30 | $332,519 |
Participant contributions at end of year | 2013-06-30 | $0 |
Participant contributions at beginning of year | 2013-06-30 | $153,996 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-06-30 | $103,878 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-06-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-06-30 | $18,797 |
Administrative expenses (other) incurred | 2013-06-30 | $8,685 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
Value of net income/loss | 2013-06-30 | $267,246 |
Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $7,670,067 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-06-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-06-30 | $7,198,600 |
Interest on participant loans | 2013-06-30 | $3,169 |
Value of interest in common/collective trusts at end of year | 2013-06-30 | $0 |
Value of interest in common/collective trusts at beginning of year | 2013-06-30 | $309,249 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-06-30 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-06-30 | $27,019 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-06-30 | $27,019 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-06-30 | $360,175 |
Net investment gain or loss from common/collective trusts | 2013-06-30 | $2,563 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
Contributions received in cash from employer | 2013-06-30 | $61,505 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $716,873 |
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 | 2013-06-30 | No |
Did the plan have assets held for investment | 2013-06-30 | No |
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 | 2013-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Disclaimer |
Accountancy firm name | 2013-06-30 | BATTELLE RIPPE KINGSTON |
Accountancy firm EIN | 2013-06-30 | 310210560 |
2012 : EXCELLENCE IN MOTIVATION, INC. 401(K) PLAN 2012 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $18,797 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $1,957,289 |
Total of all expenses incurred | 2012-12-31 | $159,746 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $144,944 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $1,455 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,368,260 |
Value of total assets at end of year | 2012-12-31 | $7,688,864 |
Value of total assets at beginning of year | 2012-12-31 | $5,872,524 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $13,347 |
Total interest from all sources | 2012-12-31 | $3,199 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $165,288 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $165,288 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
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 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $727,168 |
Participant contributions at end of year | 2012-12-31 | $153,996 |
Participant contributions at beginning of year | 2012-12-31 | $27,426 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $507,607 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $18,797 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $0 |
Administrative expenses (other) incurred | 2012-12-31 | $13,347 |
Total non interest bearing cash at end of year | 2012-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $5,845,098 |
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 | $1,797,543 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $7,670,067 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,872,524 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $7,198,600 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $0 |
Interest on participant loans | 2012-12-31 | $3,199 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $309,249 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $27,019 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $419,706 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $836 |
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 |
Contributions received in cash from employer | 2012-12-31 | $133,485 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $144,944 |
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 | 2012-12-31 | No |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BATTELLE AND BATTELLE |
Accountancy firm EIN | 2012-12-31 | 310210560 |
2011 : EXCELLENCE IN MOTIVATION, INC. 401(K) PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $720 |
Total income from all sources (including contributions) | 2011-12-31 | $564,092 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $469,544 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $467,583 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $248 |
Value of total corrective distributions | 2011-12-31 | $88 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $682,280 |
Value of total assets at end of year | 2011-12-31 | $5,872,524 |
Value of total assets at beginning of year | 2011-12-31 | $5,778,696 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,625 |
Total interest from all sources | 2011-12-31 | $1,919 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $108,798 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $108,798 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
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 | No |
Contributions received from participants | 2011-12-31 | $564,906 |
Participant contributions at end of year | 2011-12-31 | $27,426 |
Participant contributions at beginning of year | 2011-12-31 | $24,917 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $14,782 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $720 |
Administrative expenses (other) incurred | 2011-12-31 | $1,625 |
Total non interest bearing cash at end of year | 2011-12-31 | $5,845,098 |
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 | $94,548 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $5,872,524 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,777,976 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $5,452,417 |
Interest on participant loans | 2011-12-31 | $1,919 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $301,362 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $301,362 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-228,905 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $102,592 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $467,583 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BATTELLE AND BATTELLE |
Accountancy firm EIN | 2011-12-31 | 310210560 |
2010 : EXCELLENCE IN MOTIVATION, INC. 401(K) PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $720 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,035,975 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $764,037 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $761,196 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $1,411 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $497,441 |
Value of total assets at end of year | 2010-12-31 | $5,778,696 |
Value of total assets at beginning of year | 2010-12-31 | $5,506,038 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,430 |
Total interest from all sources | 2010-12-31 | $4,573 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $76,401 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $76,401 |
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 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $496,714 |
Participant contributions at end of year | 2010-12-31 | $24,917 |
Participant contributions at beginning of year | 2010-12-31 | $94,113 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $727 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $720 |
Other income not declared elsewhere | 2010-12-31 | $117 |
Administrative expenses (other) incurred | 2010-12-31 | $1,430 |
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 | $271,938 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $5,777,976 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,506,038 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $5,452,417 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $5,411,925 |
Interest on participant loans | 2010-12-31 | $4,573 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $301,362 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $457,443 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $761,196 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BATTELLE AND BATTELLE |
Accountancy firm EIN | 2010-12-31 | 310210560 |
2009 : EXCELLENCE IN MOTIVATION, INC. 401(K) 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 |
2013: EXCELLENCE IN MOTIVATION, INC. 401(K) PLAN 2013 form 5500 responses | ||
---|---|---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | Yes |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: EXCELLENCE IN MOTIVATION, INC. 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single 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 funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: EXCELLENCE IN MOTIVATION, INC. 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: EXCELLENCE IN MOTIVATION, INC. 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single 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 – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |