THE TRUSTEES OF THE LAWRENCE ACADEMY AT GROTON has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2015 : LAWRENCE ACADEMY TDA PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-05-31 | $0 |
| Total transfer of assets from this plan | 2015-05-31 | $5,826,336 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-05-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-05-31 | $0 |
| Total income from all sources (including contributions) | 2015-05-31 | $431,707 |
| Total loss/gain on sale of assets | 2015-05-31 | $0 |
| Total of all expenses incurred | 2015-05-31 | $540,301 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-05-31 | $540,301 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-05-31 | $194,055 |
| Value of total assets at end of year | 2015-05-31 | $0 |
| Value of total assets at beginning of year | 2015-05-31 | $5,934,930 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-05-31 | $0 |
| Total interest from all sources | 2015-05-31 | $18,454 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-05-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-05-31 | No |
| Was this plan covered by a fidelity bond | 2015-05-31 | Yes |
| Value of fidelity bond cover | 2015-05-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-05-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-05-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-05-31 | No |
| Contributions received from participants | 2015-05-31 | $194,055 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-05-31 | No |
| Value of net income/loss | 2015-05-31 | $-108,594 |
| Value of net assets at end of year (total assets less liabilities) | 2015-05-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-05-31 | $5,934,930 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-05-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-05-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-05-31 | $4,246,768 |
| Interest earned on other investments | 2015-05-31 | $18,454 |
| Value of interest in master investment trust accounts at end of year | 2015-05-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2015-05-31 | $202,372 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-05-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-05-31 | $1,485,790 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-05-31 | $211,353 |
| Net investment gain/loss from pooled separate accounts | 2015-05-31 | $7,845 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-05-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-05-31 | $540,301 |
| Did the plan have assets held for investment | 2015-05-31 | 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 | 2015-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-05-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-05-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-05-31 | Disclaimer |
| Accountancy firm name | 2015-05-31 | BLUM, SHAPIRO & COMPANY PC |
| Accountancy firm EIN | 2015-05-31 | 061009205 |
| 2014 : LAWRENCE ACADEMY TDA PLAN 2014 401k financial data |
|---|
| Total income from all sources (including contributions) | 2014-12-31 | $796,671 |
| Total of all expenses incurred | 2014-12-31 | $140,183 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $140,183 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $463,193 |
| Value of total assets at end of year | 2014-12-31 | $5,934,930 |
| Value of total assets at beginning of year | 2014-12-31 | $5,278,442 |
| Total interest from all sources | 2014-12-31 | $47,305 |
| 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 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $444,013 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $19,180 |
| 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 | $656,488 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $5,934,930 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,278,442 |
| 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 registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $4,246,768 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $3,798,367 |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $202,372 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $183,557 |
| Interest earned on other investments | 2014-12-31 | $47,305 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $1,485,790 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $1,296,518 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $263,572 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $22,601 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $140,183 |
| 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 | No |
| 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 | BLUM, SHAPIRO & COMPANY |
| Accountancy firm EIN | 2014-12-31 | 061009205 |
| 2013 : LAWRENCE ACADEMY TDA PLAN 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-12-31 | $1,438,077 |
| Total of all expenses incurred | 2013-12-31 | $164,467 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $164,467 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $723,869 |
| Value of total assets at end of year | 2013-12-31 | $5,278,442 |
| Value of total assets at beginning of year | 2013-12-31 | $4,004,832 |
| Total interest from all sources | 2013-12-31 | $39,548 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $381,404 |
| Participant contributions at end of year | 2013-12-31 | $0 |
| Participant contributions at beginning of year | 2013-12-31 | $1,677 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $342,465 |
| 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 | $1,273,610 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $5,278,442 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,004,832 |
| 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 registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $3,798,367 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,770,384 |
| Value of interest in pooled separate accounts at end of year | 2013-12-31 | $183,557 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $136,692 |
| Interest earned on other investments | 2013-12-31 | $39,548 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $1,296,518 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $1,096,079 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $661,204 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $13,456 |
| 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 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $164,467 |
| 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 | 2013-12-31 | No |
| 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 |
| 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 | BLUM, SHAPIRO & COMPANY |
| Accountancy firm EIN | 2013-12-31 | 061009205 |
| 2012 : LAWRENCE ACADEMY TDA PLAN 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-12-31 | $867,402 |
| Total of all expenses incurred | 2012-12-31 | $237,775 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $237,775 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $471,214 |
| Value of total assets at end of year | 2012-12-31 | $4,004,832 |
| Value of total assets at beginning of year | 2012-12-31 | $3,375,205 |
| Total interest from all sources | 2012-12-31 | $33,765 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $362,789 |
| Participant contributions at end of year | 2012-12-31 | $1,677 |
| Participant contributions at beginning of year | 2012-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $108,425 |
| 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 | $629,627 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,004,832 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,375,205 |
| 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 registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,770,384 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $2,426,900 |
| Value of interest in pooled separate accounts at end of year | 2012-12-31 | $136,692 |
| Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $120,675 |
| Interest earned on other investments | 2012-12-31 | $33,765 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $1,096,079 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $827,630 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $349,999 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $12,424 |
| 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 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $237,775 |
| 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 | 2012-12-31 | No |
| 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 |
| 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 | BLUM, SHAPIRO & COMPANY |
| Accountancy firm EIN | 2012-12-31 | 061009205 |
| 2011 : LAWRENCE ACADEMY TDA PLAN 2011 401k financial data |
|---|
| Total income from all sources (including contributions) | 2011-12-31 | $277,200 |
| Total of all expenses incurred | 2011-12-31 | $254,503 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $254,503 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $293,955 |
| Value of total assets at end of year | 2011-12-31 | $3,375,205 |
| Value of total assets at beginning of year | 2011-12-31 | $3,352,508 |
| Total interest from all sources | 2011-12-31 | $25,152 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $293,955 |
| Income. Received or receivable in cash from other sources (including rollovers) | 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 | $22,697 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,375,205 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,352,508 |
| 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 registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $2,426,900 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,569,916 |
| Value of interest in pooled separate accounts at end of year | 2011-12-31 | $120,675 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $87,346 |
| Interest earned on other investments | 2011-12-31 | $25,152 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $827,630 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $695,246 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-55,113 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $13,206 |
| 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 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $254,503 |
| 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 | 2011-12-31 | No |
| 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 |
| 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 | Disclaimer |
| Accountancy firm name | 2011-12-31 | BLUM, SHAPIRO & COMPANY |
| Accountancy firm EIN | 2011-12-31 | 061009205 |
| 2010 : LAWRENCE ACADEMY TDA PLAN 2010 401k financial data |
|---|
| Total income from all sources (including contributions) | 2010-12-30 | $651,828 |
| Total of all expenses incurred | 2010-12-30 | $74,331 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-30 | $74,331 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-30 | $316,907 |
| Value of total assets at end of year | 2010-12-30 | $3,352,508 |
| Value of total assets at beginning of year | 2010-12-30 | $2,775,011 |
| Total interest from all sources | 2010-12-30 | $19,136 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-30 | No |
| Was this plan covered by a fidelity bond | 2010-12-30 | Yes |
| Value of fidelity bond cover | 2010-12-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-30 | No |
| Contributions received from participants | 2010-12-30 | $287,816 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-30 | $29,091 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-30 | No |
| Value of net income/loss | 2010-12-30 | $577,497 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-30 | $3,352,508 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-30 | $2,775,011 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-30 | $2,569,916 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-30 | $2,130,071 |
| Value of interest in pooled separate accounts at end of year | 2010-12-30 | $87,346 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-30 | $82,671 |
| Interest earned on other investments | 2010-12-30 | $19,136 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-30 | $695,246 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-30 | $562,269 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-30 | $303,141 |
| Net investment gain/loss from pooled separate accounts | 2010-12-30 | $12,644 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-30 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-30 | $74,331 |
| 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 | 2010-12-30 | No |
| Did the plan have assets held for investment | 2010-12-30 | 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 | 2010-12-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-30 | Disclaimer |
| Accountancy firm name | 2010-12-30 | BLUM, SHAPIRO & COMPANY |
| Accountancy firm EIN | 2010-12-30 | 061009205 |
