401k Plan data: DOW JONES MONEY PURCHASE RETIREMENT PLAN plan

DOW JONES MONEY PURCHASE RETIREMENT PLAN 401k Plan overview

Plan Name	DOW JONES MONEY PURCHASE RETIREMENT PLAN
Plan identification number	003

DOW JONES MONEY PURCHASE RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DOW JONES & COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: DOW JONES & COMPANY, INC.

Employer identification number (EIN): 135034940

NAIC Classification: 511110
NAIC Description: Newspaper Publishers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DOW JONES MONEY PURCHASE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2012-01-01 MARK MUSGRAVE
003 2011-01-01 MARK MUSGRAVE
003 2009-01-01 GREGORY GIANGRANDE

Plan id#	Filing Submission Date	Name of Administrator
003	2012-01-01	MARK MUSGRAVE
003	2011-01-01	MARK MUSGRAVE
003	2009-01-01	GREGORY GIANGRANDE

Plan Statistics for DOW JONES MONEY PURCHASE RETIREMENT PLAN

401k plan membership statisitcs for DOW JONES MONEY PURCHASE RETIREMENT PLAN

Measure Date Value
2012: DOW JONES MONEY PURCHASE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4,770
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
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 0
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DOW JONES MONEY PURCHASE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4,973
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2,683
Number of retired or separated participants receiving benefits 2011-01-01 122
Number of other retired or separated participants entitled to future benefits 2011-01-01 1,965
Total of all active and inactive participants 2011-01-01 4,770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4,770
Number of participants with account balances 2011-01-01 4,609
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: DOW JONES MONEY PURCHASE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5,090
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2,902
Number of retired or separated participants receiving benefits 2009-01-01 86
Number of other retired or separated participants entitled to future benefits 2009-01-01 1,962
Total of all active and inactive participants 2009-01-01 4,950
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 50
Total participants 2009-01-01 5,000
Number of participants with account balances 2009-01-01 4,950
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: DOW JONES MONEY PURCHASE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4,770
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
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	0
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DOW JONES MONEY PURCHASE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4,973
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2,683
Number of retired or separated participants receiving benefits	2011-01-01	122
Number of other retired or separated participants entitled to future benefits	2011-01-01	1,965
Total of all active and inactive participants	2011-01-01	4,770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4,770
Number of participants with account balances	2011-01-01	4,609
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: DOW JONES MONEY PURCHASE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5,090
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2,902
Number of retired or separated participants receiving benefits	2009-01-01	86
Number of other retired or separated participants entitled to future benefits	2009-01-01	1,962
Total of all active and inactive participants	2009-01-01	4,950
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	50
Total participants	2009-01-01	5,000
Number of participants with account balances	2009-01-01	4,950
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on DOW JONES MONEY PURCHASE RETIREMENT PLAN

Measure	Date	Value
2012 : DOW JONES MONEY PURCHASE RETIREMENT PLAN 2012 401k financial data
Total transfer of assets from this plan	2012-10-24	$207,854,842
Total income from all sources (including contributions)	2012-10-24	$16,394,434
Total of all expenses incurred	2012-10-24	$12,359,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-10-24	$12,357,501
Value of total assets at end of year	2012-10-24	$0
Value of total assets at beginning of year	2012-10-24	$203,820,292
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-10-24	$2,383
Total interest from all sources	2012-10-24	$52,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-10-24	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2012-10-24	$0
Was this plan covered by a fidelity bond	2012-10-24	Yes
Value of fidelity bond cover	2012-10-24	$25,000,000
If this is an individual account plan, was there a blackout period	2012-10-24	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-10-24	$0
Funding deficiency by the employer to the plan for this plan year	2012-10-24	$0
Minimum employer required contribution for this plan year	2012-10-24	$0
Amount contributed by the employer to the plan for this plan year	2012-10-24	$0
Were there any nonexempt tranactions with any party-in-interest	2012-10-24	No
Participant contributions at end of year	2012-10-24	$0
Participant contributions at beginning of year	2012-10-24	$1,377,675
Administrative expenses (other) incurred	2012-10-24	$2,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-10-24	No
Value of net income/loss	2012-10-24	$4,034,550
Value of net assets at end of year (total assets less liabilities)	2012-10-24	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-10-24	$203,820,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-10-24	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-10-24	No
Were any leases to which the plan was party in default or uncollectible	2012-10-24	No
Interest on participant loans	2012-10-24	$52,576
Value of interest in master investment trust accounts at end of year	2012-10-24	$0
Value of interest in master investment trust accounts at beginning of year	2012-10-24	$202,442,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-10-24	No
Was there a failure to transmit to the plan any participant contributions	2012-10-24	No
Has the plan failed to provide any benefit when due under the plan	2012-10-24	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-10-24	$12,357,501
Did the plan have assets held for investment	2012-10-24	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	2012-10-24	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-10-24	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-10-24	Yes
Opinion of an independent qualified public accountant for this plan	2012-10-24	Disclaimer
Accountancy firm name	2012-10-24	ERNST & YOUNG LLP
Accountancy firm EIN	2012-10-24	346565596
2011 : DOW JONES MONEY PURCHASE RETIREMENT 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	$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	$-204,970
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$16,240,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$16,231,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,300
Value of total assets at end of year	2011-12-31	$203,820,292
Value of total assets at beginning of year	2011-12-31	$220,265,500
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$8,393
Total interest from all sources	2011-12-31	$30,117
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
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$-2,300
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$2,300
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Participant contributions at end of year	2011-12-31	$1,377,675
Participant contributions at beginning of year	2011-12-31	$149,831
Administrative expenses (other) incurred	2011-12-31	$8,393
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	$-16,445,208
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$203,820,292
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$220,265,500
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
Interest on participant loans	2011-12-31	$30,117
Value of interest in master investment trust accounts at end of year	2011-12-31	$202,442,617
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$216,727,694
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
Contributions received in cash from employer	2011-12-31	$2,300
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$3,387,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$16,231,845
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	ERNST & YOUNG LLP
Accountancy firm EIN	2011-12-31	346565596
2010 : DOW JONES MONEY PURCHASE RETIREMENT 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	$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	$26,201,936
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$17,148,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$17,142,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$3,387,975
Value of total assets at end of year	2010-12-31	$220,265,500
Value of total assets at beginning of year	2010-12-31	$211,212,478
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$5,940
Total interest from all sources	2010-12-31	$8,421
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
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$3,387,975
Amount contributed by the employer to the plan for this plan year	2010-12-31	$3,387,975
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Participant contributions at end of year	2010-12-31	$149,831
Participant contributions at beginning of year	2010-12-31	$189,990
Administrative expenses (other) incurred	2010-12-31	$5,940
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	$9,053,022
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$220,265,500
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$211,212,478
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
Interest on participant loans	2010-12-31	$8,421
Value of interest in master investment trust accounts at end of year	2010-12-31	$216,727,694
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$195,956,610
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	$3,387,975
Employer contributions (assets) at end of year	2010-12-31	$3,387,975
Employer contributions (assets) at beginning of year	2010-12-31	$15,065,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$17,142,974
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	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	ERNST & YOUNG LLP
Accountancy firm EIN	2010-12-31	346565596
2009 : DOW JONES MONEY PURCHASE RETIREMENT PLAN 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
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$-198,484
Minimum employer required contribution for this plan year	2009-12-31	$15,065,878
Amount contributed by the employer to the plan for this plan year	2009-12-31	$15,264,362

Form 5500 Responses for DOW JONES MONEY PURCHASE RETIREMENT PLAN

2012: DOW JONES MONEY PURCHASE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
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	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DOW JONES MONEY PURCHASE RETIREMENT 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	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: DOW JONES MONEY PURCHASE RETIREMENT 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	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DOW JONES & COMPANY, INC.
Employer identification number (EIN):	135034940
NAIC Classification:	511110
NAIC Description:	Newspaper Publishers