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Plan Name | IBM PERSONAL LEARNING ACCOUNTS PLAN |
Plan identification number | 531 |
401k Plan Type | Welfare Benefit |
Plan Features/Benefits |
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Company Name: | INTERNATIONAL BUSINESS MACHINES CORPORATION |
Employer identification number (EIN): | 130871985 |
Additional information about INTERNATIONAL BUSINESS MACHINES CORPORATION
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1911-06-16 |
Company Identification Number: | 30059 |
Legal Registered Office Address: |
One North Castle Drive Westchester Armonk United States of America (USA) 10504 |
More information about INTERNATIONAL BUSINESS MACHINES CORPORATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
531 | 2012-01-01 | RICHARD CARROLL | |||
531 | 2011-01-01 | RICHARD CARROLL | |||
531 | 2010-01-01 | RICHARD CARROLL | |||
531 | 2009-01-01 | RICHARD J. CARROLL |
Measure | Date | Value |
---|---|---|
2012: IBM PERSONAL LEARNING ACCOUNTS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 1,671 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 0 |
2011: IBM PERSONAL LEARNING ACCOUNTS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 1,776 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1,463 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 208 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 1,671 |
2010: IBM PERSONAL LEARNING ACCOUNTS PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 1,589 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 1,501 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 275 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 1,776 |
2009: IBM PERSONAL LEARNING ACCOUNTS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 593 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1,483 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 106 |
Total of all active and inactive participants | 2009-01-01 | 1,589 |
Measure | Date | Value |
---|---|---|
2012 : IBM PERSONAL LEARNING ACCOUNTS PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-02-29 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-02-29 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-02-29 | $63,228 |
Total income from all sources (including contributions) | 2012-02-29 | $96,994 |
Total loss/gain on sale of assets | 2012-02-29 | $0 |
Total of all expenses incurred | 2012-02-29 | $1,799,191 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-02-29 | $1,799,093 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-02-29 | $96,968 |
Value of total assets at end of year | 2012-02-29 | $0 |
Value of total assets at beginning of year | 2012-02-29 | $1,765,425 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-02-29 | $98 |
Total interest from all sources | 2012-02-29 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-02-29 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-02-29 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2012-02-29 | $0 |
Administrative expenses professional fees incurred | 2012-02-29 | $98 |
Was this plan covered by a fidelity bond | 2012-02-29 | Yes |
Value of fidelity bond cover | 2012-02-29 | $150,000,000 |
If this is an individual account plan, was there a blackout period | 2012-02-29 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-02-29 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-02-29 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-02-29 | $12 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-02-29 | No |
Value of net income/loss | 2012-02-29 | $-1,702,197 |
Value of net assets at end of year (total assets less liabilities) | 2012-02-29 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-02-29 | $1,702,197 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-02-29 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-02-29 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-02-29 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-02-29 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-02-29 | $1,765,413 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-02-29 | $26 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-02-29 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-02-29 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-02-29 | No |
Contributions received in cash from employer | 2012-02-29 | $96,968 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-02-29 | $1,799,093 |
Liabilities. Value of benefit claims payable at end of year | 2012-02-29 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-02-29 | $63,228 |
Did the plan have assets held for investment | 2012-02-29 | 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 | 2012-02-29 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-02-29 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-02-29 | No |
Opinion of an independent qualified public accountant for this plan | 2012-02-29 | Unqualified |
Accountancy firm name | 2012-02-29 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2012-02-29 | 134008324 |
2011 : IBM PERSONAL LEARNING ACCOUNTS PLAN 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 | $63,228 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $26,672 |
Total income from all sources (including contributions) | 2011-12-31 | $1,082,247 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $942,684 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $942,603 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,081,916 |
Value of total assets at end of year | 2011-12-31 | $1,765,425 |
Value of total assets at beginning of year | 2011-12-31 | $1,589,306 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $81 |
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 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2011-12-31 | $0 |
Administrative expenses professional fees incurred | 2011-12-31 | $81 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $150,000,000 |
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 | $877,619 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $12 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $78 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $40 |
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 | $139,563 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,702,197 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,562,634 |
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 | $1,765,413 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,589,228 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $331 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
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 |
Contributions received in cash from employer | 2011-12-31 | $204,297 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $942,603 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $63,228 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $26,632 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2011-12-31 | 134008324 |
2010 : IBM PERSONAL LEARNING ACCOUNTS PLAN 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 | $26,672 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $40,893 |
Total income from all sources (including contributions) | 2010-12-31 | $1,290,963 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $752,942 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $752,392 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,290,018 |
Value of total assets at end of year | 2010-12-31 | $1,589,306 |
Value of total assets at beginning of year | 2010-12-31 | $1,065,506 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $550 |
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 | $550 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $110,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,083,431 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $78 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $69 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $40 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $33 |
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 | $538,021 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,562,634 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,024,613 |
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 registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,589,228 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,055,881 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $945 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
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 | $206,587 |
Employer contributions (assets) at end of year | 2010-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $9,556 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $752,392 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $26,632 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $40,860 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 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 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2010-12-31 | 134008324 |
2012: IBM PERSONAL LEARNING ACCOUNTS PLAN 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 | Yes |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: IBM PERSONAL LEARNING ACCOUNTS PLAN 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 | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: IBM PERSONAL LEARNING ACCOUNTS PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: IBM PERSONAL LEARNING ACCOUNTS PLAN 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 | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |