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THE OTTERY GROUP SAFE HARBOR 401K PLAN 401k Plan overview

Plan NameTHE OTTERY GROUP SAFE HARBOR 401K PLAN
Plan identification number 001

THE OTTERY GROUP SAFE HARBOR 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE OTTERY GROUP has sponsored the creation of one or more 401k plans.

Company Name:THE OTTERY GROUP
Employer identification number (EIN):522147623
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE OTTERY GROUP SAFE HARBOR 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01ELIZABETH TORP
0012012-01-01ELIZABETH TORP
0012011-01-01ELIZABETH TORP
0012010-01-01ELIZABETH TORP
0012009-01-01ELIZABETH TORP

Plan Statistics for THE OTTERY GROUP SAFE HARBOR 401K PLAN

401k plan membership statisitcs for THE OTTERY GROUP SAFE HARBOR 401K PLAN

Measure Date Value
2013: THE OTTERY GROUP SAFE HARBOR 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-010
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE OTTERY GROUP SAFE HARBOR 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Number of participants with account balances2012-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE OTTERY GROUP SAFE HARBOR 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-0110
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0110
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: THE OTTERY GROUP SAFE HARBOR 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-018
Total number of active participants reported on line 7a of the Form 55002010-01-016
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-017
Number of participants with account balances2010-01-016
2009: THE OTTERY GROUP SAFE HARBOR 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-018
Total participants2009-01-018
Number of participants with account balances2009-01-018

Financial Data on THE OTTERY GROUP SAFE HARBOR 401K PLAN

Measure Date Value
2013 : THE OTTERY GROUP SAFE HARBOR 401K PLAN 2013 401k financial data
Total income from all sources2013-12-27$27,954
Expenses. Total of all expenses incurred2013-12-27$183,532
Benefits paid (including direct rollovers)2013-12-27$177,700
Total plan assets at end of year2013-12-27$0
Total plan assets at beginning of year2013-12-27$155,578
Other income received2013-12-27$27,954
Net income (gross income less expenses)2013-12-27$-155,578
Net plan assets at end of year (total assets less liabilities)2013-12-27$0
Net plan assets at beginning of year (total assets less liabilities)2013-12-27$155,578
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-27$5,832
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-27$0
2012 : THE OTTERY GROUP SAFE HARBOR 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$23,442
Expenses. Total of all expenses incurred2012-12-31$5,000
Benefits paid (including direct rollovers)2012-12-31$862
Total plan assets at end of year2012-12-31$155,578
Total plan assets at beginning of year2012-12-31$137,136
Total contributions received or receivable from participants2012-12-31$146
Expenses. Other expenses not covered elsewhere2012-12-31$4,138
Other income received2012-12-31$12,364
Net income (gross income less expenses)2012-12-31$18,442
Net plan assets at end of year (total assets less liabilities)2012-12-31$155,578
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$137,136
Total contributions received or receivable from employer(s)2012-12-31$10,932
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : THE OTTERY GROUP SAFE HARBOR 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$2,493
Expenses. Total of all expenses incurred2011-12-31$6,495
Benefits paid (including direct rollovers)2011-12-31$2,361
Total plan assets at end of year2011-12-31$136,226
Total plan assets at beginning of year2011-12-31$140,228
Value of fidelity bond covering the plan2011-12-31$14,000
Total contributions received or receivable from participants2011-12-31$6,512
Other income received2011-12-31$-4,019
Net income (gross income less expenses)2011-12-31$-4,002
Net plan assets at end of year (total assets less liabilities)2011-12-31$136,226
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$140,228
Total contributions received or receivable from employer(s)2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$4,134
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : THE OTTERY GROUP SAFE HARBOR 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$28,187
Expenses. Total of all expenses incurred2010-12-31$14,462
Benefits paid (including direct rollovers)2010-12-31$10,499
Total plan assets at end of year2010-12-31$140,228
Total plan assets at beginning of year2010-12-31$126,503
Value of fidelity bond covering the plan2010-12-31$15,000
Total contributions received or receivable from participants2010-12-31$14,722
Other income received2010-12-31$13,465
Net income (gross income less expenses)2010-12-31$13,725
Net plan assets at end of year (total assets less liabilities)2010-12-31$140,228
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$126,503
Total contributions received or receivable from employer(s)2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$3,963
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for THE OTTERY GROUP SAFE HARBOR 401K PLAN

2013: THE OTTERY GROUP SAFE HARBOR 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingYes
2013-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE OTTERY GROUP SAFE HARBOR 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE OTTERY GROUP SAFE HARBOR 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE OTTERY GROUP SAFE HARBOR 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE OTTERY GROUP SAFE HARBOR 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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