TUTELA HOLDINGS LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TUTELA HOLDINGS LLC HOURLY RETIREMENT PLAN
Measure | Date | Value |
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2018 : TUTELA HOLDINGS LLC HOURLY RETIREMENT PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $87 |
Total income from all sources (including contributions) | 2018-12-31 | $-5,909 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $36,874 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $36,257 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $24,908 |
Value of total assets at end of year | 2018-12-31 | $557,577 |
Value of total assets at beginning of year | 2018-12-31 | $600,447 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $617 |
Total interest from all sources | 2018-12-31 | $1,315 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2018-12-31 | $0 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $18,715 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $5,519 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $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 | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-42,783 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $557,577 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $600,360 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $617 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $445,012 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $483,533 |
Interest on participant loans | 2018-12-31 | $184 |
Interest earned on other investments | 2018-12-31 | $1,131 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $112,565 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $111,395 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-32,132 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $6,193 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $36,257 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $87 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BAKER TILLY VIRCHOW KRAUSE LLP |
Accountancy firm EIN | 2018-12-31 | 390859910 |
2017 : TUTELA HOLDINGS LLC HOURLY RETIREMENT PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $87 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,433 |
Total income from all sources (including contributions) | 2017-12-31 | $117,188 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $117,370 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $115,966 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $41,070 |
Value of total assets at end of year | 2017-12-31 | $600,447 |
Value of total assets at beginning of year | 2017-12-31 | $601,975 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,404 |
Total interest from all sources | 2017-12-31 | $1,595 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $30,425 |
Participant contributions at end of year | 2017-12-31 | $5,519 |
Participant contributions at beginning of year | 2017-12-31 | $11,308 |
Participant contributions at beginning of year | 2017-12-31 | $1,006 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $0 |
Administrative expenses (other) incurred | 2017-12-31 | $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 | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $-182 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $600,360 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $600,542 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $1,404 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $483,533 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $458,150 |
Interest on participant loans | 2017-12-31 | $389 |
Interest earned on other investments | 2017-12-31 | $1,206 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $111,395 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $131,147 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $74,523 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $10,645 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $364 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $115,966 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $87 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $1,433 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BAKER TILLY VIRCHOW KRAUSE LLP |
Accountancy firm EIN | 2017-12-31 | 390859910 |
2016 : TUTELA HOLDINGS LLC HOURLY RETIREMENT PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $1,433 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $75,887 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $58,950 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $57,301 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $39,870 |
Value of total assets at end of year | 2016-12-31 | $601,975 |
Value of total assets at beginning of year | 2016-12-31 | $583,605 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,649 |
Total interest from all sources | 2016-12-31 | $837 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $29,035 |
Participant contributions at end of year | 2016-12-31 | $11,308 |
Participant contributions at beginning of year | 2016-12-31 | $27,541 |
Participant contributions at end of year | 2016-12-31 | $1,006 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $0 |
Other income not declared elsewhere | 2016-12-31 | $1,352 |
Administrative expenses (other) incurred | 2016-12-31 | $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 | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $16,937 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $600,542 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $583,605 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $458,150 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $439,022 |
Interest on participant loans | 2016-12-31 | $837 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $131,147 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $117,042 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $33,828 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $10,835 |
Employer contributions (assets) at end of year | 2016-12-31 | $364 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $57,301 |
Contract administrator fees | 2016-12-31 | $1,649 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $1,433 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BAKER TILLY VIRCHOW KRAUSE LLP |
Accountancy firm EIN | 2016-12-31 | 390859910 |
2015 : TUTELA HOLDINGS LLC HOURLY RETIREMENT PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $1,391 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $54,463 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $155,469 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $150,819 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $58,809 |
Value of total assets at end of year | 2015-12-31 | $583,605 |
Value of total assets at beginning of year | 2015-12-31 | $683,220 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $4,650 |
Total interest from all sources | 2015-12-31 | $1,149 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $38,664 |
Participant contributions at end of year | 2015-12-31 | $27,541 |
Participant contributions at beginning of year | 2015-12-31 | $20,689 |
Participant contributions at end of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $5,290 |
Other income not declared elsewhere | 2015-12-31 | $1,359 |
Administrative expenses (other) incurred | 2015-12-31 | $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 | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-101,006 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $583,605 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $683,220 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $439,022 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $522,951 |
Interest on participant loans | 2015-12-31 | $1,149 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $117,042 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $139,580 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-6,854 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $14,855 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $150,819 |
Contract administrator fees | 2015-12-31 | $4,650 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BAKER TILLY VIRCHOW KRAUSE LLP |
Accountancy firm EIN | 2015-12-31 | 390859910 |
2014 : TUTELA HOLDINGS LLC HOURLY RETIREMENT PLAN 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $117,949 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $109,250 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $106,400 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $77,377 |
Value of total assets at end of year | 2014-12-31 | $683,220 |
Value of total assets at beginning of year | 2014-12-31 | $674,521 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,850 |
Total interest from all sources | 2014-12-31 | $840 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
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 | Yes |
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 |
Contributions received from participants | 2014-12-31 | $56,386 |
Participant contributions at end of year | 2014-12-31 | $20,689 |
Participant contributions at beginning of year | 2014-12-31 | $23,829 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions 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 | $8,699 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $683,220 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $674,521 |
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 pooled separate accounts at end of year | 2014-12-31 | $522,951 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $517,909 |
Interest on participant loans | 2014-12-31 | $840 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $139,580 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $132,783 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $39,732 |
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 | Yes |
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 | $20,991 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $106,400 |
Contract administrator fees | 2014-12-31 | $2,850 |
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 | 2014-12-31 | Yes |
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 | BAKER TILLY VIRCHOW KRAUSE LLP |
Accountancy firm EIN | 2014-12-31 | 390859910 |