401k Plan data: ANDERSON & MARTELLA, INC. DEFINED BENEFIT PENSION PLAN plan

ANDERSON & MARTELLA, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	ANDERSON & MARTELLA, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	001

ANDERSON & MARTELLA, INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

ANDERSON & MARTELLA, INC. has sponsored the creation of one or more 401k plans.

Company Name: ANDERSON & MARTELLA, INC.

Employer identification number (EIN): 943386970

NAIC Classification: 236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANDERSON & MARTELLA, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-06-01
001 2014-06-01
001 2013-06-01
001 2012-06-01 BRIDGETTE ASUNCION 2014-03-12 BRIDGETTE ASUNCION 2014-03-12
001 2011-06-01 BRIDGETTE ASUNCION 2013-03-15
001 2009-06-01 BRIDGETTE ASUNCION
001 2008-06-01 MARC ANDERSON
001 2007-06-01 MARC ANDERSON
001 2006-06-01 MARC ANDERSON
001 2005-06-01 MARC ANDERSON
001 2004-06-01 MARC ANDERSON
001 2003-06-01 MARC ANDERSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2015-06-01
001	2014-06-01
001	2013-06-01
001	2012-06-01	BRIDGETTE ASUNCION	2014-03-12	BRIDGETTE ASUNCION	2014-03-12
001	2011-06-01	BRIDGETTE ASUNCION	2013-03-15
001	2009-06-01	BRIDGETTE ASUNCION
001	2008-06-01	MARC ANDERSON
001	2007-06-01	MARC ANDERSON
001	2006-06-01	MARC ANDERSON
001	2005-06-01	MARC ANDERSON
001	2004-06-01	MARC ANDERSON
001	2003-06-01	MARC ANDERSON

Plan Statistics for ANDERSON & MARTELLA, INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for ANDERSON & MARTELLA, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2009: ANDERSON & MARTELLA, INC. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-06-01 55
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 52
Number of retired or separated participants receiving benefits 2009-06-01 0
Number of other retired or separated participants entitled to future benefits 2009-06-01 0
Total of all active and inactive participants 2009-06-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-06-01 0
Total participants 2009-06-01 52
Number of participants with account balances 2009-06-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-06-01 3
2008: ANDERSON & MARTELLA, INC. DEFINED BENEFIT PENSION PLAN 2008 401k membership
Total participants, beginning-of-year 2008-06-01 34
Total number of active participants reported on line 7a of the Form 5500 2008-06-01 43
Number of retired or separated participants receiving benefits 2008-06-01 0
Total of all active and inactive participants 2008-06-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-06-01 0
Total participants 2008-06-01 43
Number of participants with account balances 2008-06-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-06-01 3
Number of employers contributing to the scheme 2008-06-01 0
2007: ANDERSON & MARTELLA, INC. DEFINED BENEFIT PENSION PLAN 2007 401k membership
Total participants, beginning-of-year 2007-06-01 34
Total number of active participants reported on line 7a of the Form 5500 2007-06-01 34
Number of retired or separated participants receiving benefits 2007-06-01 0
Number of other retired or separated participants entitled to future benefits 2007-06-01 0
Total of all active and inactive participants 2007-06-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-06-01 0
Total participants 2007-06-01 34
Number of participants with account balances 2007-06-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-06-01 0
2006: ANDERSON & MARTELLA, INC. DEFINED BENEFIT PENSION PLAN 2006 401k membership
Total participants, beginning-of-year 2006-06-01 21
Total number of active participants reported on line 7a of the Form 5500 2006-06-01 21
Number of retired or separated participants receiving benefits 2006-06-01 0
Number of other retired or separated participants entitled to future benefits 2006-06-01 0
Total of all active and inactive participants 2006-06-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2006-06-01 0
Total participants 2006-06-01 21
Number of participants with account balances 2006-06-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2006-06-01 0
2005: ANDERSON & MARTELLA, INC. DEFINED BENEFIT PENSION PLAN 2005 401k membership
Total participants, beginning-of-year 2005-06-01 17
Total number of active participants reported on line 7a of the Form 5500 2005-06-01 17
Number of retired or separated participants receiving benefits 2005-06-01 0
Number of other retired or separated participants entitled to future benefits 2005-06-01 0
Total of all active and inactive participants 2005-06-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2005-06-01 0
Total participants 2005-06-01 17
Number of participants with account balances 2005-06-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2005-06-01 0
2004: ANDERSON & MARTELLA, INC. DEFINED BENEFIT PENSION PLAN 2004 401k membership
Total participants, beginning-of-year 2004-06-01 17
Total number of active participants reported on line 7a of the Form 5500 2004-06-01 17
Number of retired or separated participants receiving benefits 2004-06-01 0
Number of other retired or separated participants entitled to future benefits 2004-06-01 0
Total of all active and inactive participants 2004-06-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2004-06-01 0
Total participants 2004-06-01 17
Number of participants with account balances 2004-06-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2004-06-01 0
2003: ANDERSON & MARTELLA, INC. DEFINED BENEFIT PENSION PLAN 2003 401k membership
Total participants, beginning-of-year 2003-06-01 17
Total number of active participants reported on line 7a of the Form 5500 2003-06-01 17
Number of retired or separated participants receiving benefits 2003-06-01 0
Number of other retired or separated participants entitled to future benefits 2003-06-01 0
Total of all active and inactive participants 2003-06-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2003-06-01 0
Total participants 2003-06-01 17
Number of participants with account balances 2003-06-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2003-06-01 0

Measure	Date	Value
2009: ANDERSON & MARTELLA, INC. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-06-01	55
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	52
Number of retired or separated participants receiving benefits	2009-06-01	0
Number of other retired or separated participants entitled to future benefits	2009-06-01	0
Total of all active and inactive participants	2009-06-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-06-01	0
Total participants	2009-06-01	52
Number of participants with account balances	2009-06-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-06-01	3
2008: ANDERSON & MARTELLA, INC. DEFINED BENEFIT PENSION PLAN 2008 401k membership
Total participants, beginning-of-year	2008-06-01	34
Total number of active participants reported on line 7a of the Form 5500	2008-06-01	43
Number of retired or separated participants receiving benefits	2008-06-01	0
Total of all active and inactive participants	2008-06-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-06-01	0
Total participants	2008-06-01	43
Number of participants with account balances	2008-06-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-06-01	3
Number of employers contributing to the scheme	2008-06-01	0
2007: ANDERSON & MARTELLA, INC. DEFINED BENEFIT PENSION PLAN 2007 401k membership
Total participants, beginning-of-year	2007-06-01	34
Total number of active participants reported on line 7a of the Form 5500	2007-06-01	34
Number of retired or separated participants receiving benefits	2007-06-01	0
Number of other retired or separated participants entitled to future benefits	2007-06-01	0
Total of all active and inactive participants	2007-06-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-06-01	0
Total participants	2007-06-01	34
Number of participants with account balances	2007-06-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-06-01	0
2006: ANDERSON & MARTELLA, INC. DEFINED BENEFIT PENSION PLAN 2006 401k membership
Total participants, beginning-of-year	2006-06-01	21
Total number of active participants reported on line 7a of the Form 5500	2006-06-01	21
Number of retired or separated participants receiving benefits	2006-06-01	0
Number of other retired or separated participants entitled to future benefits	2006-06-01	0
Total of all active and inactive participants	2006-06-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2006-06-01	0
Total participants	2006-06-01	21
Number of participants with account balances	2006-06-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2006-06-01	0
2005: ANDERSON & MARTELLA, INC. DEFINED BENEFIT PENSION PLAN 2005 401k membership
Total participants, beginning-of-year	2005-06-01	17
Total number of active participants reported on line 7a of the Form 5500	2005-06-01	17
Number of retired or separated participants receiving benefits	2005-06-01	0
Number of other retired or separated participants entitled to future benefits	2005-06-01	0
Total of all active and inactive participants	2005-06-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2005-06-01	0
Total participants	2005-06-01	17
Number of participants with account balances	2005-06-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2005-06-01	0
2004: ANDERSON & MARTELLA, INC. DEFINED BENEFIT PENSION PLAN 2004 401k membership
Total participants, beginning-of-year	2004-06-01	17
Total number of active participants reported on line 7a of the Form 5500	2004-06-01	17
Number of retired or separated participants receiving benefits	2004-06-01	0
Number of other retired or separated participants entitled to future benefits	2004-06-01	0
Total of all active and inactive participants	2004-06-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2004-06-01	0
Total participants	2004-06-01	17
Number of participants with account balances	2004-06-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2004-06-01	0
2003: ANDERSON & MARTELLA, INC. DEFINED BENEFIT PENSION PLAN 2003 401k membership
Total participants, beginning-of-year	2003-06-01	17
Total number of active participants reported on line 7a of the Form 5500	2003-06-01	17
Number of retired or separated participants receiving benefits	2003-06-01	0
Number of other retired or separated participants entitled to future benefits	2003-06-01	0
Total of all active and inactive participants	2003-06-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2003-06-01	0
Total participants	2003-06-01	17
Number of participants with account balances	2003-06-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2003-06-01	0

Financial Data on ANDERSON & MARTELLA, INC. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2011 : ANDERSON & MARTELLA, INC. DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-05-31	$0
Total income from all sources	2011-05-31	$498,425
Expenses. Total of all expenses incurred	2011-05-31	$21,265
Total plan assets at end of year	2011-05-31	$2,158,383
Total plan assets at beginning of year	2011-05-31	$1,681,223
Value of fidelity bond covering the plan	2011-05-31	$200,000
Expenses. Other expenses not covered elsewhere	2011-05-31	$21,265
Other income received	2011-05-31	$498,425
Net income (gross income less expenses)	2011-05-31	$477,160
Net plan assets at end of year (total assets less liabilities)	2011-05-31	$2,158,383
Net plan assets at beginning of year (total assets less liabilities)	2011-05-31	$1,681,223

Form 5500 Responses for ANDERSON & MARTELLA, INC. DEFINED BENEFIT PENSION PLAN

2009: ANDERSON & MARTELLA, INC. DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-06-01	Type of plan entity	Single employer plan
2009-06-01	Submission has been amended	No
2009-06-01	This submission is the final filing	No
2009-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-06-01	Plan is a collectively bargained plan	No
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes
2008: ANDERSON & MARTELLA, INC. DEFINED BENEFIT PENSION PLAN 2008 form 5500 responses
2008-06-01	Type of plan entity	Single employer plan
2008-06-01	Submission has been amended	No
2008-06-01	This submission is the final filing	No
2008-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-06-01	Plan is a collectively bargained plan	No
2008-06-01	Plan funding arrangement – Trust	Yes
2008-06-01	Plan benefit arrangement - Trust	Yes
2007: ANDERSON & MARTELLA, INC. DEFINED BENEFIT PENSION PLAN 2007 form 5500 responses
2007-06-01	Type of plan entity	Single employer plan
2007-06-01	Submission has been amended	No
2007-06-01	This submission is the final filing	No
2007-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-06-01	Plan is a collectively bargained plan	No
2007-06-01	Plan funding arrangement – Trust	Yes
2007-06-01	Plan benefit arrangement - Trust	Yes
2006: ANDERSON & MARTELLA, INC. DEFINED BENEFIT PENSION PLAN 2006 form 5500 responses
2006-06-01	Type of plan entity	Single employer plan
2006-06-01	Submission has been amended	No
2006-06-01	This submission is the final filing	No
2006-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-06-01	Plan is a collectively bargained plan	No
2006-06-01	Plan funding arrangement – Trust	Yes
2006-06-01	Plan benefit arrangement - Trust	Yes
2005: ANDERSON & MARTELLA, INC. DEFINED BENEFIT PENSION PLAN 2005 form 5500 responses
2005-06-01	Type of plan entity	Single employer plan
2005-06-01	Submission has been amended	No
2005-06-01	This submission is the final filing	No
2005-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-06-01	Plan is a collectively bargained plan	No
2005-06-01	Plan funding arrangement – Trust	Yes
2005-06-01	Plan benefit arrangement - Trust	Yes
2004: ANDERSON & MARTELLA, INC. DEFINED BENEFIT PENSION PLAN 2004 form 5500 responses
2004-06-01	Type of plan entity	Single employer plan
2004-06-01	Submission has been amended	No
2004-06-01	This submission is the final filing	No
2004-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2004-06-01	Plan is a collectively bargained plan	No
2004-06-01	Plan funding arrangement – Trust	Yes
2004-06-01	Plan benefit arrangement - Trust	Yes
2003: ANDERSON & MARTELLA, INC. DEFINED BENEFIT PENSION PLAN 2003 form 5500 responses
2003-06-01	Type of plan entity	Single employer plan
2003-06-01	First time form 5500 has been submitted	Yes
2003-06-01	Submission has been amended	No
2003-06-01	This submission is the final filing	No
2003-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2003-06-01	Plan is a collectively bargained plan	No
2003-06-01	Plan funding arrangement – Trust	Yes
2003-06-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ANDERSON & MARTELLA, INC.
Employer identification number (EIN):	943386970
NAIC Classification:	236200