ALFRED BENESCH & COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY
| Measure | Date | Value |
|---|
| 2015 : EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY 2015 401k financial data |
|---|
| Total transfer of assets from this plan | 2015-01-08 | $25,051,971 |
| Total income from all sources (including contributions) | 2015-01-08 | $-504,825 |
| Total of all expenses incurred | 2015-01-08 | $2,300 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-01-08 | $2,300 |
| Value of total assets at end of year | 2015-01-08 | $0 |
| Value of total assets at beginning of year | 2015-01-08 | $25,559,096 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-01-08 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2015-01-08 | $0 |
| Was this plan covered by a fidelity bond | 2015-01-08 | Yes |
| Value of fidelity bond cover | 2015-01-08 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-01-08 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2015-01-08 | No |
| Participant contributions at end of year | 2015-01-08 | $0 |
| Participant contributions at beginning of year | 2015-01-08 | $81,606 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-01-08 | No |
| Value of net income/loss | 2015-01-08 | $-507,125 |
| Value of net assets at end of year (total assets less liabilities) | 2015-01-08 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-01-08 | $25,559,096 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-01-08 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-01-08 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-01-08 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-01-08 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-01-08 | $0 |
| Value of interest in pooled separate accounts at end of year | 2015-01-08 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2015-01-08 | $19,902,270 |
| Value of interest in common/collective trusts at end of year | 2015-01-08 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2015-01-08 | $1,970,365 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-01-08 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-01-08 | $63,359 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-01-08 | $63,359 |
| Net investment gain/loss from pooled separate accounts | 2015-01-08 | $-504,825 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-01-08 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-01-08 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-01-08 | No |
| Assets. Invements in employer securities at beginning of year | 2015-01-08 | $0 |
| Employer contributions (assets) at end of year | 2015-01-08 | $0 |
| Employer contributions (assets) at beginning of year | 2015-01-08 | $3,541,496 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-01-08 | $2,300 |
| 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 | 2015-01-08 | No |
| Did the plan have assets held for investment | 2015-01-08 | 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 | 2015-01-08 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-01-08 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-01-08 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-01-08 | Disclaimer |
| Accountancy firm name | 2015-01-08 | MATHIESON MOYSKI AUSTIN & CO. LLP |
| Accountancy firm EIN | 2015-01-08 | 363480013 |
| 2014 : EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY 2014 401k financial data |
|---|
| Total transfer of assets from this plan | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $2,397,602 |
| Total of all expenses incurred | 2014-12-31 | $891,711 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $890,422 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,389,623 |
| Value of total assets at end of year | 2014-12-31 | $25,559,096 |
| Value of total assets at beginning of year | 2014-12-31 | $24,053,205 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,289 |
| Total interest from all sources | 2014-12-31 | $2,647 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2014-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $1,331,630 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $1,331,630 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Participant contributions at end of year | 2014-12-31 | $81,606 |
| Participant contributions at beginning of year | 2014-12-31 | $116,037 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $1,505,891 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $25,559,096 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $24,053,205 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $21,785,295 |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $19,902,270 |
| Interest on participant loans | 2014-12-31 | $2,647 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $1,970,365 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $63,359 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $1,005,332 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $1,389,623 |
| Employer contributions (assets) at end of year | 2014-12-31 | $3,541,496 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $2,151,873 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $890,422 |
| Contract administrator fees | 2014-12-31 | $1,289 |
| Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | MATHIESON MOYSKI AUSTIN & CO. LLP |
| Accountancy firm EIN | 2014-12-31 | 363480013 |
| Total income from all sources (including contributions) | 2014-05-31 | $4,975,086 |
| Total of all expenses incurred | 2014-05-31 | $1,394,017 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-05-31 | $1,378,481 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-05-31 | $2,152,636 |
| Value of total assets at end of year | 2014-05-31 | $24,053,205 |
| Value of total assets at beginning of year | 2014-05-31 | $20,472,136 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-05-31 | $15,536 |
| Total interest from all sources | 2014-05-31 | $8,261 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-05-31 | No |
| Was this plan covered by a fidelity bond | 2014-05-31 | Yes |
| Value of fidelity bond cover | 2014-05-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-05-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-05-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-05-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-05-31 | $2,152,636 |
| Amount contributed by the employer to the plan for this plan year | 2014-05-31 | $2,152,636 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-05-31 | No |
| Participant contributions at end of year | 2014-05-31 | $116,037 |
| Participant contributions at beginning of year | 2014-05-31 | $220,598 |
| Administrative expenses (other) incurred | 2014-05-31 | $13,739 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-05-31 | No |
| Value of net income/loss | 2014-05-31 | $3,581,069 |
| Value of net assets at end of year (total assets less liabilities) | 2014-05-31 | $24,053,205 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-05-31 | $20,472,136 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-05-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-05-31 | $21,785,295 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-05-31 | $18,427,299 |
| Interest on participant loans | 2014-05-31 | $6,450 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-05-31 | $1,811 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-05-31 | $2,814,189 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-05-31 | No |
| Contributions received in cash from employer | 2014-05-31 | $2,152,636 |
| Employer contributions (assets) at end of year | 2014-05-31 | $2,151,873 |
| Employer contributions (assets) at beginning of year | 2014-05-31 | $1,824,239 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-05-31 | $1,378,481 |
| Contract administrator fees | 2014-05-31 | $1,797 |
| Did the plan have assets held for investment | 2014-05-31 | 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 | 2014-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-05-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-05-31 | Disclaimer |
| Accountancy firm name | 2014-05-31 | MATHIESON MOYSKI AUSTIN & CO. LLP |
| Accountancy firm EIN | 2014-05-31 | 363480013 |
| 2013 : EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-05-31 | $4,758,163 |
| Total of all expenses incurred | 2013-05-31 | $759,278 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-05-31 | $755,058 |
| Expenses. Certain deemed distributions of participant loans | 2013-05-31 | $2,917 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-05-31 | $1,828,680 |
| Value of total assets at end of year | 2013-05-31 | $20,472,136 |
| Value of total assets at beginning of year | 2013-05-31 | $16,473,251 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-05-31 | $1,303 |
| Total interest from all sources | 2013-05-31 | $24,312 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-05-31 | No |
| Was this plan covered by a fidelity bond | 2013-05-31 | Yes |
| Value of fidelity bond cover | 2013-05-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-05-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-05-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-05-31 | $1,534,303 |
| Amount contributed by the employer to the plan for this plan year | 2013-05-31 | $1,534,303 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-05-31 | No |
| Participant contributions at end of year | 2013-05-31 | $220,598 |
| Participant contributions at beginning of year | 2013-05-31 | $168,092 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-05-31 | $3,482 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-05-31 | $2,706 |
| Administrative expenses (other) incurred | 2013-05-31 | $1,303 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-05-31 | No |
| Value of net income/loss | 2013-05-31 | $3,998,885 |
| Value of net assets at end of year (total assets less liabilities) | 2013-05-31 | $20,472,136 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-05-31 | $16,473,251 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-05-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-05-31 | $18,427,299 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-05-31 | $14,770,856 |
| Interest on participant loans | 2013-05-31 | $8,790 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-05-31 | $15,522 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-05-31 | $2,905,171 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-05-31 | No |
| Contributions received in cash from employer | 2013-05-31 | $1,825,198 |
| Employer contributions (assets) at end of year | 2013-05-31 | $1,824,239 |
| Employer contributions (assets) at beginning of year | 2013-05-31 | $1,534,303 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-05-31 | $752,352 |
| Did the plan have assets held for investment | 2013-05-31 | 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 | 2013-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-05-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-05-31 | Disclaimer |
| Accountancy firm name | 2013-05-31 | CORCORAN ENDER & ASSOCIATES LLC |
| Accountancy firm EIN | 2013-05-31 | 364323082 |
| 2012 : EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-05-31 | $913,504 |
| Total of all expenses incurred | 2012-05-31 | $407,669 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-05-31 | $401,676 |
| Expenses. Certain deemed distributions of participant loans | 2012-05-31 | $5,677 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-05-31 | $1,594,250 |
| Value of total assets at end of year | 2012-05-31 | $16,473,251 |
| Value of total assets at beginning of year | 2012-05-31 | $15,967,416 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-05-31 | $316 |
| Total interest from all sources | 2012-05-31 | $29,880 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-05-31 | No |
| Was this plan covered by a fidelity bond | 2012-05-31 | Yes |
| Value of fidelity bond cover | 2012-05-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-05-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2012-05-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-05-31 | $1,364,123 |
| Amount contributed by the employer to the plan for this plan year | 2012-05-31 | $1,364,123 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-05-31 | No |
| Participant contributions at end of year | 2012-05-31 | $168,092 |
| Participant contributions at beginning of year | 2012-05-31 | $160,193 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-05-31 | $59,947 |
| Administrative expenses (other) incurred | 2012-05-31 | $316 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-05-31 | No |
| Value of net income/loss | 2012-05-31 | $505,835 |
| Value of net assets at end of year (total assets less liabilities) | 2012-05-31 | $16,473,251 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-05-31 | $15,967,416 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-05-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-05-31 | $14,770,856 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-05-31 | $14,443,100 |
| Interest on participant loans | 2012-05-31 | $8,027 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-05-31 | $21,853 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-05-31 | $-710,626 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-05-31 | No |
| Contributions received in cash from employer | 2012-05-31 | $1,534,303 |
| Employer contributions (assets) at end of year | 2012-05-31 | $1,534,303 |
| Employer contributions (assets) at beginning of year | 2012-05-31 | $1,364,123 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-05-31 | $401,676 |
| Did the plan have assets held for investment | 2012-05-31 | 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 | 2012-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-05-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-05-31 | Disclaimer |
| Accountancy firm name | 2012-05-31 | CORCORAN ENDER & ASSOCIATES LLC |
| Accountancy firm EIN | 2012-05-31 | 364323082 |
| 2011 : EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY 2011 401k financial data |
|---|
| Total income from all sources (including contributions) | 2011-05-31 | $3,878,273 |
| Total of all expenses incurred | 2011-05-31 | $495,146 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-05-31 | $495,090 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-05-31 | $1,364,123 |
| Value of total assets at end of year | 2011-05-31 | $15,967,416 |
| Value of total assets at beginning of year | 2011-05-31 | $12,584,289 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-05-31 | $56 |
| Total interest from all sources | 2011-05-31 | $45,361 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-05-31 | No |
| Was this plan covered by a fidelity bond | 2011-05-31 | Yes |
| Value of fidelity bond cover | 2011-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-05-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2011-05-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-05-31 | $1,014,016 |
| Amount contributed by the employer to the plan for this plan year | 2011-05-31 | $1,014,016 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-05-31 | No |
| Participant contributions at end of year | 2011-05-31 | $160,193 |
| Participant contributions at beginning of year | 2011-05-31 | $129,600 |
| Administrative expenses (other) incurred | 2011-05-31 | $56 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-05-31 | No |
| Value of net income/loss | 2011-05-31 | $3,383,127 |
| Value of net assets at end of year (total assets less liabilities) | 2011-05-31 | $15,967,416 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-05-31 | $12,584,289 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-05-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-05-31 | $14,443,100 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-05-31 | $11,440,673 |
| Interest on participant loans | 2011-05-31 | $6,546 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-05-31 | $38,815 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-05-31 | $2,468,789 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-05-31 | No |
| Contributions received in cash from employer | 2011-05-31 | $1,364,123 |
| Employer contributions (assets) at end of year | 2011-05-31 | $1,364,123 |
| Employer contributions (assets) at beginning of year | 2011-05-31 | $1,014,016 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-05-31 | $495,090 |
| Did the plan have assets held for investment | 2011-05-31 | 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 | 2011-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-05-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-05-31 | Disclaimer |
| Accountancy firm name | 2011-05-31 | CORCORAN ENDER & ASSOCIATES LLC |
| Accountancy firm EIN | 2011-05-31 | 364323082 |
| 2010 : EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY 2010 401k financial data |
|---|
| Minimum employer required contribution for this plan year | 2010-05-31 | $850,579 |
| Amount contributed by the employer to the plan for this plan year | 2010-05-31 | $850,579 |
