401k Plan data: SIMPSON PENSION PLAN FOR IAM AND CIC REPRESENTED EMPLOYEES plan

SIMPSON PENSION PLAN FOR IAM AND CIC REPRESENTED EMPLOYEES 401k Plan overview

Plan Name	SIMPSON PENSION PLAN FOR IAM AND CIC REPRESENTED EMPLOYEES
Plan identification number	003

SIMPSON PENSION PLAN FOR IAM AND CIC REPRESENTED EMPLOYEES Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily flat dollar (includes dollars per year of service) Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SIMPSON INVESTMENT COMPANY has sponsored the creation of one or more 401k plans.

Company Name: SIMPSON INVESTMENT COMPANY

Employer identification number (EIN): 911314295

NAIC Classification: 551112
NAIC Description: Offices of Other Holding Companies

Additional information about SIMPSON INVESTMENT COMPANY

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 1985-11-26

Company Identification Number: 600614906

Legal Registered Office Address: 1301 5TH AVE SUITE 2700

SEATTLE
United States of America (USA)
981012675

More information about SIMPSON INVESTMENT COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIMPSON PENSION PLAN FOR IAM AND CIC REPRESENTED EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2014-01-01 STEPHEN ANDERSON
003 2013-01-01 STEPHEN ANDERSON
003 2012-01-01 STEPHEN ANDERSON
003 2011-01-01 STEPHEN ANDERSON
003 2009-01-01 STEPHEN ANDERSON

Plan id#	Filing Submission Date	Name of Administrator
003	2014-01-01	STEPHEN ANDERSON
003	2013-01-01	STEPHEN ANDERSON
003	2012-01-01	STEPHEN ANDERSON
003	2011-01-01	STEPHEN ANDERSON
003	2009-01-01	STEPHEN ANDERSON

Plan Statistics for SIMPSON PENSION PLAN FOR IAM AND CIC REPRESENTED EMPLOYEES

401k plan membership statisitcs for SIMPSON PENSION PLAN FOR IAM AND CIC REPRESENTED EMPLOYEES

Measure Date Value
2014: SIMPSON PENSION PLAN FOR IAM AND CIC REPRESENTED EMPLOYEES 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3,505
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SIMPSON PENSION PLAN FOR IAM AND CIC REPRESENTED EMPLOYEES 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3,608
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 591
Number of retired or separated participants receiving benefits 2013-01-01 1,496
Number of other retired or separated participants entitled to future benefits 2013-01-01 1,085
Total of all active and inactive participants 2013-01-01 3,172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 333
Total participants 2013-01-01 3,505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 12
2012: SIMPSON PENSION PLAN FOR IAM AND CIC REPRESENTED EMPLOYEES 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3,688
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 635
Number of retired or separated participants receiving benefits 2012-01-01 1,482
Number of other retired or separated participants entitled to future benefits 2012-01-01 1,156
Total of all active and inactive participants 2012-01-01 3,273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 335
Total participants 2012-01-01 3,608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SIMPSON PENSION PLAN FOR IAM AND CIC REPRESENTED EMPLOYEES 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3,718
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 717
Number of retired or separated participants receiving benefits 2011-01-01 1,446
Number of other retired or separated participants entitled to future benefits 2011-01-01 1,200
Total of all active and inactive participants 2011-01-01 3,363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 325
Total participants 2011-01-01 3,688
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SIMPSON PENSION PLAN FOR IAM AND CIC REPRESENTED EMPLOYEES 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3,643
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 862
Number of retired or separated participants receiving benefits 2009-01-01 1,362
Number of other retired or separated participants entitled to future benefits 2009-01-01 1,360
Total of all active and inactive participants 2009-01-01 3,584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 307
Total participants 2009-01-01 3,891
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2014: SIMPSON PENSION PLAN FOR IAM AND CIC REPRESENTED EMPLOYEES 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3,505
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SIMPSON PENSION PLAN FOR IAM AND CIC REPRESENTED EMPLOYEES 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3,608
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	591
Number of retired or separated participants receiving benefits	2013-01-01	1,496
Number of other retired or separated participants entitled to future benefits	2013-01-01	1,085
Total of all active and inactive participants	2013-01-01	3,172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	333
Total participants	2013-01-01	3,505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	12
2012: SIMPSON PENSION PLAN FOR IAM AND CIC REPRESENTED EMPLOYEES 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3,688
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	635
Number of retired or separated participants receiving benefits	2012-01-01	1,482
Number of other retired or separated participants entitled to future benefits	2012-01-01	1,156
Total of all active and inactive participants	2012-01-01	3,273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	335
Total participants	2012-01-01	3,608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SIMPSON PENSION PLAN FOR IAM AND CIC REPRESENTED EMPLOYEES 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3,718
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	717
Number of retired or separated participants receiving benefits	2011-01-01	1,446
Number of other retired or separated participants entitled to future benefits	2011-01-01	1,200
Total of all active and inactive participants	2011-01-01	3,363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	325
Total participants	2011-01-01	3,688
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SIMPSON PENSION PLAN FOR IAM AND CIC REPRESENTED EMPLOYEES 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3,643
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	862
Number of retired or separated participants receiving benefits	2009-01-01	1,362
Number of other retired or separated participants entitled to future benefits	2009-01-01	1,360
Total of all active and inactive participants	2009-01-01	3,584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	307
Total participants	2009-01-01	3,891
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on SIMPSON PENSION PLAN FOR IAM AND CIC REPRESENTED EMPLOYEES

Measure	Date	Value
2014 : SIMPSON PENSION PLAN FOR IAM AND CIC REPRESENTED EMPLOYEES 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-04-13	$0
Total transfer of assets from this plan	2014-04-13	$191,511,080
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-04-13	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-04-13	$0
Total income from all sources (including contributions)	2014-04-13	$6,661,895
Total loss/gain on sale of assets	2014-04-13	$0
Total of all expenses incurred	2014-04-13	$4,115,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-04-13	$4,079,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-04-13	$2,528,000
Value of total assets at end of year	2014-04-13	$0
Value of total assets at beginning of year	2014-04-13	$188,964,795
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-04-13	$35,719
Total interest from all sources	2014-04-13	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-04-13	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-04-13	No
Administrative expenses professional fees incurred	2014-04-13	$26,383
Was this plan covered by a fidelity bond	2014-04-13	Yes
Value of fidelity bond cover	2014-04-13	$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-04-13	$0
Were there any nonexempt tranactions with any party-in-interest	2014-04-13	No
Administrative expenses (other) incurred	2014-04-13	$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-04-13	No
Value of net income/loss	2014-04-13	$2,546,285
Value of net assets at end of year (total assets less liabilities)	2014-04-13	$0
Value of net assets at beginning of year (total assets less liabilities)	2014-04-13	$188,964,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-04-13	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-04-13	No
Were any leases to which the plan was party in default or uncollectible	2014-04-13	No
Value of interest in master investment trust accounts at end of year	2014-04-13	$0
Value of interest in master investment trust accounts at beginning of year	2014-04-13	$187,256,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-04-13	No
Was there a failure to transmit to the plan any participant contributions	2014-04-13	No
Has the plan failed to provide any benefit when due under the plan	2014-04-13	No
Contributions received in cash from employer	2014-04-13	$2,528,000
Employer contributions (assets) at end of year	2014-04-13	$0
Employer contributions (assets) at beginning of year	2014-04-13	$1,708,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-04-13	$4,079,891
Contract administrator fees	2014-04-13	$9,311
Did the plan have assets held for investment	2014-04-13	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	2014-04-13	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-04-13	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-04-13	No
Opinion of an independent qualified public accountant for this plan	2014-04-13	Unqualified
Accountancy firm name	2014-04-13	MOSS ADAMS LLP
Accountancy firm EIN	2014-04-13	910189318
2013 : SIMPSON PENSION PLAN FOR IAM AND CIC REPRESENTED EMPLOYEES 2013 401k financial data
Total unrealized appreciation/depreciation of assets	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	$36,234,811
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$12,728,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$11,889,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$7,570,000
Value of total assets at end of year	2013-12-31	$188,964,795
Value of total assets at beginning of year	2013-12-31	$165,458,724
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$839,740
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$147,022
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
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
Administrative expenses (other) incurred	2013-12-31	$650,049
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	$23,506,071
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$188,964,795
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$165,458,724
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
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in master investment trust accounts at end of year	2013-12-31	$187,256,795
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$162,130,528
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	$7,570,000
Employer contributions (assets) at end of year	2013-12-31	$1,708,000
Employer contributions (assets) at beginning of year	2013-12-31	$3,328,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$11,889,000
Contract administrator fees	2013-12-31	$42,669
Did the plan have assets held for investment	2013-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2013-12-31	910189318
2012 : SIMPSON PENSION PLAN FOR IAM AND CIC REPRESENTED EMPLOYEES 2012 401k financial data
Total unrealized appreciation/depreciation of assets	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	$27,428,118
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$12,259,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$11,396,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$9,323,530
Value of total assets at end of year	2012-12-31	$165,458,724
Value of total assets at beginning of year	2012-12-31	$150,290,271
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$862,847
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$171,592
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
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
Administrative expenses (other) incurred	2012-12-31	$645,292
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	$15,168,453
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$165,458,724
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$150,290,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in master investment trust accounts at end of year	2012-12-31	$162,130,528
Value of interest in master investment trust accounts at beginning of year	2012-12-31	$150,290,271
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	$9,323,530
Employer contributions (assets) at end of year	2012-12-31	$3,328,196
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$11,396,818
Contract administrator fees	2012-12-31	$45,963
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2012-12-31	910189318
2011 : SIMPSON PENSION PLAN FOR IAM AND CIC REPRESENTED EMPLOYEES 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$-59,189
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$11,722,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$11,155,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$0
Value of total assets at end of year	2011-12-31	$150,290,271
Value of total assets at beginning of year	2011-12-31	$162,071,928
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$567,428
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$150,825
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$10,000,000
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
Administrative expenses (other) incurred	2011-12-31	$372,247
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	$-11,781,657
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$150,290,271
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$162,071,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in master investment trust accounts at end of year	2011-12-31	$150,290,271
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$162,071,928
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
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$11,155,040
Contract administrator fees	2011-12-31	$44,356
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	MOSS ADAMS, LLP
Accountancy firm EIN	2011-12-31	910189318
2010 : SIMPSON PENSION PLAN FOR IAM AND CIC REPRESENTED EMPLOYEES 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$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	$20,196,189
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$11,102,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$10,540,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$0
Value of total assets at end of year	2010-12-31	$162,071,928
Value of total assets at beginning of year	2010-12-31	$152,978,544
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$562,608
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$166,383
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$10,000,000
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
Administrative expenses (other) incurred	2010-12-31	$355,585
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	$9,093,384
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$162,071,928
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$152,978,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in master investment trust accounts at end of year	2010-12-31	$162,071,928
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$152,978,544
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$10,540,197
Contract administrator fees	2010-12-31	$40,640
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	MOSS ADAMS, LLP
Accountancy firm EIN	2010-12-31	910189318
2009 : SIMPSON PENSION PLAN FOR IAM AND CIC REPRESENTED EMPLOYEES 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

Form 5500 Responses for SIMPSON PENSION PLAN FOR IAM AND CIC REPRESENTED EMPLOYEES

2014: SIMPSON PENSION PLAN FOR IAM AND CIC REPRESENTED EMPLOYEES 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SIMPSON PENSION PLAN FOR IAM AND CIC REPRESENTED EMPLOYEES 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SIMPSON PENSION PLAN FOR IAM AND CIC REPRESENTED EMPLOYEES 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SIMPSON PENSION PLAN FOR IAM AND CIC REPRESENTED EMPLOYEES 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SIMPSON PENSION PLAN FOR IAM AND CIC REPRESENTED EMPLOYEES 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

SIMPSON PENSION PLAN FOR IAM AND CIC REPRESENTED EMPLOYEES [EIN = 912172199]

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Company Name:	SIMPSON INVESTMENT COMPANY
Employer identification number (EIN):	911314295
NAIC Classification:	551112
NAIC Description:	Offices of Other Holding Companies

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	1985-11-26
Company Identification Number:	600614906
Legal Registered Office Address:	1301 5TH AVE SUITE 2700 SEATTLE United States of America (USA) 981012675