TUFFY ASSOCIATES CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TUFFY ASSOCIATES CORP. 401(K) SAVINGS AND RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2014 : TUFFY ASSOCIATES CORP. 401(K) SAVINGS AND RETIREMENT PLAN 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2014-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total transfer of assets to this plan | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $498,579 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $139,405 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $129,545 |
| Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of total corrective distributions | 2014-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $231,573 |
| Value of total assets at end of year | 2014-12-31 | $4,932,280 |
| Value of total assets at beginning of year | 2014-12-31 | $4,573,106 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $9,860 |
| Total income from rents | 2014-12-31 | $0 |
| Total interest from all sources | 2014-12-31 | $1,912 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $10,152 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $10,152 |
| Administrative expenses professional fees incurred | 2014-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $600,000 |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2014-12-31 | $0 |
| Contributions received from participants | 2014-12-31 | $231,573 |
| Participant contributions at end of year | 2014-12-31 | $24,894 |
| Participant contributions at beginning of year | 2014-12-31 | $60,740 |
| Participant contributions at end of year | 2014-12-31 | $0 |
| Participant contributions at beginning of year | 2014-12-31 | $4,665 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $0 |
| Other income not declared elsewhere | 2014-12-31 | $7 |
| Administrative expenses (other) incurred | 2014-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $359,174 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $4,932,280 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,573,106 |
| 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 |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2014-12-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2014-12-31 | $0 |
| Investment advisory and management fees | 2014-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $1,398,483 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $1,403,160 |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $2,944,808 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $2,485,907 |
| Interest on participant loans | 2014-12-31 | $1,810 |
| Income. Interest from loans (other than to participants) | 2014-12-31 | $0 |
| Interest earned on other investments | 2014-12-31 | $102 |
| Income. Interest from US Government securities | 2014-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2014-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $558,652 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $601,536 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $5,443 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $17,098 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $99,423 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $148,868 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $6,644 |
| Net gain/loss from 103.12 investment entities | 2014-12-31 | $0 |
| 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 | $0 |
| Employer contributions (assets) at end of year | 2014-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
| Income. Dividends from preferred stock | 2014-12-31 | $0 |
| Income. Dividends from common stock | 2014-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $129,545 |
| Contract administrator fees | 2014-12-31 | $9,860 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $0 |
| 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 |
| Aggregate proceeds on sale of assets | 2014-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2014-12-31 | $0 |
| 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 | Unqualified |
| Accountancy firm name | 2014-12-31 | PLANTE MORAN |
| Accountancy firm EIN | 2014-12-31 | 381357951 |
| 2013 : TUFFY ASSOCIATES CORP. 401(K) SAVINGS AND RETIREMENT PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2013-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total transfer of assets to this plan | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $908,509 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $189,857 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $172,797 |
| Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of total corrective distributions | 2013-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $225,659 |
| Value of total assets at end of year | 2013-12-31 | $4,573,106 |
| Value of total assets at beginning of year | 2013-12-31 | $3,854,454 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $17,060 |
| Total income from rents | 2013-12-31 | $0 |
| Total interest from all sources | 2013-12-31 | $2,576 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $8,404 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $8,404 |
| Administrative expenses professional fees incurred | 2013-12-31 | $8,999 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $600,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2013-12-31 | $0 |
| Contributions received from participants | 2013-12-31 | $219,190 |
| Participant contributions at end of year | 2013-12-31 | $60,740 |
| Participant contributions at beginning of year | 2013-12-31 | $55,802 |
| Participant contributions at end of year | 2013-12-31 | $4,665 |
| Participant contributions at beginning of year | 2013-12-31 | $1,655 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $6,469 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
| Other income not declared elsewhere | 2013-12-31 | $32 |
| Administrative expenses (other) incurred | 2013-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $718,652 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $4,573,106 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,854,454 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2013-12-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2013-12-31 | $0 |
| Investment advisory and management fees | 2013-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $1,403,160 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,158,508 |
| Value of interest in pooled separate accounts at end of year | 2013-12-31 | $2,485,907 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $2,034,124 |
| Interest on participant loans | 2013-12-31 | $2,442 |
| Income. Interest from loans (other than to participants) | 2013-12-31 | $0 |
| Interest earned on other investments | 2013-12-31 | $134 |
| Income. Interest from US Government securities | 2013-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2013-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $601,536 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $580,610 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $17,098 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $23,755 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $265,496 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $411,133 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $-4,791 |
| Net gain/loss from 103.12 investment entities | 2013-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $0 |
| Employer contributions (assets) at end of year | 2013-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
| Income. Dividends from preferred stock | 2013-12-31 | $0 |
| Income. Dividends from common stock | 2013-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $172,797 |
| Contract administrator fees | 2013-12-31 | $8,061 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $0 |
| Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Aggregate proceeds on sale of assets | 2013-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2013-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | PLANTE & MORAN |
| Accountancy firm EIN | 2013-12-31 | 381357951 |
| 2012 : TUFFY ASSOCIATES CORP. 401(K) SAVINGS AND RETIREMENT PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2012-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total transfer of assets to this plan | 2012-12-31 | $0 |
| Total transfer of assets from this plan | 2012-12-31 | $0 |
| 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 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $710,546 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $782,694 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $760,854 |
| Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of total corrective distributions | 2012-12-31 | $6,022 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $246,042 |
| Value of total assets at end of year | 2012-12-31 | $3,854,454 |
| Value of total assets at beginning of year | 2012-12-31 | $3,926,602 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $15,818 |
| Total income from rents | 2012-12-31 | $0 |
| Total interest from all sources | 2012-12-31 | $3,887 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $10,747 |
| 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 | $10,747 |
| Administrative expenses professional fees incurred | 2012-12-31 | $9,500 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $600,000 |
| 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 |
| Amount of non-exempt transactions with any party-in-interest | 2012-12-31 | $0 |
| Contributions received from participants | 2012-12-31 | $246,042 |
| Participant contributions at end of year | 2012-12-31 | $55,802 |
| Participant contributions at beginning of year | 2012-12-31 | $80,768 |
| Participant contributions at end of year | 2012-12-31 | $1,655 |
| Participant contributions at beginning of year | 2012-12-31 | $1,959 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $0 |
| Other income not declared elsewhere | 2012-12-31 | $66 |
| Administrative expenses (other) incurred | 2012-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $-72,148 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $3,854,454 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,926,602 |
| 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 |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2012-12-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2012-12-31 | $0 |
| Investment advisory and management fees | 2012-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,158,508 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,078,750 |
| Value of interest in pooled separate accounts at end of year | 2012-12-31 | $2,034,124 |
| Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $2,700,897 |
| Interest on participant loans | 2012-12-31 | $3,547 |
| Income. Interest from loans (other than to participants) | 2012-12-31 | $0 |
| Interest earned on other investments | 2012-12-31 | $340 |
| Income. Interest from US Government securities | 2012-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2012-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $580,610 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $23,755 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $64,228 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $142,859 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $287,012 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $19,933 |
| Net gain/loss from 103.12 investment entities | 2012-12-31 | $0 |
| 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 | No |
| 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 | $0 |
| Employer contributions (assets) at end of year | 2012-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
| Income. Dividends from preferred stock | 2012-12-31 | $0 |
| Income. Dividends from common stock | 2012-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $760,854 |
| Contract administrator fees | 2012-12-31 | $6,318 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $0 |
| 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 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2012-12-31 | $0 |
| 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 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2012-12-31 | 381357951 |
| 2011 : TUFFY ASSOCIATES CORP. 401(K) SAVINGS AND RETIREMENT PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2011-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total transfer of assets to this plan | 2011-12-31 | $0 |
| Total transfer of assets from this plan | 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 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $123,866 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $356,155 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $350,337 |
| Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of total corrective distributions | 2011-12-31 | $985 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $217,806 |
| Value of total assets at end of year | 2011-12-31 | $3,926,602 |
| Value of total assets at beginning of year | 2011-12-31 | $4,158,891 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $4,833 |
| Total income from rents | 2011-12-31 | $0 |
| Total interest from all sources | 2011-12-31 | $5,495 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $10,251 |
| 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 | $10,251 |
| Administrative expenses professional fees incurred | 2011-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $600,000 |
| 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 |
| Amount of non-exempt transactions with any party-in-interest | 2011-12-31 | $0 |
| Contributions received from participants | 2011-12-31 | $217,806 |
| Participant contributions at end of year | 2011-12-31 | $80,768 |
| Participant contributions at beginning of year | 2011-12-31 | $133,488 |
| Participant contributions at end of year | 2011-12-31 | $1,959 |
| Participant contributions at beginning of year | 2011-12-31 | $2,521 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $0 |
| Other income not declared elsewhere | 2011-12-31 | $173 |
| Administrative expenses (other) incurred | 2011-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-232,289 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,926,602 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,158,891 |
| 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 |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2011-12-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2011-12-31 | $0 |
| Investment advisory and management fees | 2011-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,078,750 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,095,762 |
| Value of interest in pooled separate accounts at end of year | 2011-12-31 | $2,700,897 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $2,868,215 |
| Interest on participant loans | 2011-12-31 | $4,712 |
| Income. Interest from loans (other than to participants) | 2011-12-31 | $0 |
| Interest earned on other investments | 2011-12-31 | $783 |
| Income. Interest from US Government securities | 2011-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2011-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $64,228 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $58,905 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-33,496 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-76,363 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2011-12-31 | $0 |
| 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 | $0 |
| Employer contributions (assets) at end of year | 2011-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $0 |
| Income. Dividends from preferred stock | 2011-12-31 | $0 |
| Income. Dividends from common stock | 2011-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $350,337 |
| Contract administrator fees | 2011-12-31 | $4,833 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $0 |
| 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 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2011-12-31 | $0 |
| 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 | Unqualified |
| Accountancy firm name | 2011-12-31 | PLANTE MORAN |
| Accountancy firm EIN | 2011-12-31 | 381357951 |
| 2010 : TUFFY ASSOCIATES CORP. 401(K) SAVINGS AND RETIREMENT PLAN 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2010-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total transfer of assets to this plan | 2010-12-31 | $0 |
| Total transfer of assets from this plan | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| 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 | $684,781 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $290,273 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $285,469 |
| Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of total corrective distributions | 2010-12-31 | $651 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $226,866 |
| Value of total assets at end of year | 2010-12-31 | $4,158,891 |
| Value of total assets at beginning of year | 2010-12-31 | $3,764,383 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $4,153 |
| Total income from rents | 2010-12-31 | $0 |
| Total interest from all sources | 2010-12-31 | $8,058 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $9,984 |
| 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 | $9,984 |
| Administrative expenses professional fees incurred | 2010-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $600,000 |
| 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 |
| Amount of non-exempt transactions with any party-in-interest | 2010-12-31 | $0 |
| Contributions received from participants | 2010-12-31 | $223,854 |
| Participant contributions at end of year | 2010-12-31 | $133,488 |
| Participant contributions at beginning of year | 2010-12-31 | $89,474 |
| Participant contributions at end of year | 2010-12-31 | $2,521 |
| Participant contributions at beginning of year | 2010-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $3,012 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $0 |
| 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 | $312 |
| Administrative expenses (other) incurred | 2010-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $394,508 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,158,891 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,764,383 |
| 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 |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2010-12-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2010-12-31 | $0 |
| Investment advisory and management fees | 2010-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,095,762 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $868,141 |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $2,868,215 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $2,713,203 |
| Interest on participant loans | 2010-12-31 | $6,879 |
| Income. Interest from loans (other than to participants) | 2010-12-31 | $0 |
| Interest earned on other investments | 2010-12-31 | $1,179 |
| Income. Interest from US Government securities | 2010-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2010-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $58,905 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $93,565 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $124,096 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $315,465 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2010-12-31 | $0 |
| 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 |
| Contributions received in cash from employer | 2010-12-31 | $0 |
| Employer contributions (assets) at end of year | 2010-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $0 |
| Income. Dividends from preferred stock | 2010-12-31 | $0 |
| Income. Dividends from common stock | 2010-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $285,469 |
| Contract administrator fees | 2010-12-31 | $4,153 |
| Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $0 |
| 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 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2010-12-31 | $0 |
| 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 | PLANTE MORAN |
| Accountancy firm EIN | 2010-12-31 | 381357951 |
| 2009 : TUFFY ASSOCIATES CORP. 401(K) SAVINGS AND RETIREMENT 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 |
