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Plan Name | COMVERGE, INC. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | COMVERGE, INC. |
Employer identification number (EIN): | 223543611 |
NAIC Classification: | 221100 |
Additional information about COMVERGE, INC.
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 2002-04-09 |
Company Identification Number: | 0575510 |
Legal Registered Office Address: |
2696 RELIANCE DR STE 300 VIRGINIA BEACH United States of America (USA) 23452 |
More information about COMVERGE, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2016-01-01 | TONYA WHITE | |||
001 | 2015-01-01 | DIANE BROWN | |||
001 | 2014-01-01 | DIANE BROWN | |||
001 | 2013-01-01 | DIANE BROWN | |||
001 | 2012-01-01 | TERESA L. NAYLOR | |||
001 | 2011-01-01 | TERESA L. NAYLOR | |||
001 | 2010-01-01 | TERESA L. NAYLOR | |||
001 | 2009-01-01 | ||||
001 | 2009-01-01 | DIANNE HARRISON | |||
001 | 2009-01-01 |
Measure | Date | Value |
---|---|---|
2016: COMVERGE, INC. 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 480 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 343 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 136 |
Total of all active and inactive participants | 2016-01-01 | 480 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 481 |
Number of participants with account balances | 2016-01-01 | 471 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: COMVERGE, INC. 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 446 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 331 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 139 |
Total of all active and inactive participants | 2015-01-01 | 471 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 472 |
Number of participants with account balances | 2015-01-01 | 466 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: COMVERGE, INC. 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 477 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 264 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 177 |
Total of all active and inactive participants | 2014-01-01 | 442 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 443 |
Number of participants with account balances | 2014-01-01 | 428 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: COMVERGE, INC. 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 537 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 348 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 128 |
Total of all active and inactive participants | 2013-01-01 | 477 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 477 |
Number of participants with account balances | 2013-01-01 | 463 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: COMVERGE, INC. 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 590 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 379 |
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 | 158 |
Total of all active and inactive participants | 2012-01-01 | 537 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 537 |
Number of participants with account balances | 2012-01-01 | 501 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: COMVERGE, INC. 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 571 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 461 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 129 |
Total of all active and inactive participants | 2011-01-01 | 590 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 590 |
Number of participants with account balances | 2011-01-01 | 561 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: COMVERGE, INC. 401(K) PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 460 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 402 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 169 |
Total of all active and inactive participants | 2010-01-01 | 571 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 571 |
Number of participants with account balances | 2010-01-01 | 534 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: COMVERGE, INC. 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 175 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 370 |
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 | 90 |
Total of all active and inactive participants | 2009-01-01 | 460 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 460 |
Number of participants with account balances | 2009-01-01 | 425 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2016 : COMVERGE, INC. 401(K) PLAN 2016 401k financial data | ||
Total income from all sources (including contributions) | 2016-12-31 | $5,855,041 |
Total of all expenses incurred | 2016-12-31 | $2,668,705 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,519,615 |
Value of total corrective distributions | 2016-12-31 | $717 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $3,955,698 |
Value of total assets at end of year | 2016-12-31 | $24,860,770 |
Value of total assets at beginning of year | 2016-12-31 | $21,674,434 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $148,373 |
Total interest from all sources | 2016-12-31 | $18,502 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $434,317 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $434,317 |
Administrative expenses professional fees incurred | 2016-12-31 | $12,077 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $2,642,101 |
Participant contributions at end of year | 2016-12-31 | $406,897 |
Participant contributions at beginning of year | 2016-12-31 | $447,931 |
Participant contributions at end of year | 2016-12-31 | $77,863 |
Participant contributions at beginning of year | 2016-12-31 | $60,478 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $720,117 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $567,925 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $522,172 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $607 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $145 |
Other income not declared elsewhere | 2016-12-31 | $22,274 |
Administrative expenses (other) incurred | 2016-12-31 | $108,461 |
Total non interest bearing cash at end of year | 2016-12-31 | $32,595 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $32,097 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $3,186,336 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $24,860,770 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $21,674,434 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $27,835 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $22,498,181 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $19,625,498 |
Interest on participant loans | 2016-12-31 | $18,502 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $1,050,726 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $904,508 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $51,902 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $6,523 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $6,523 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,409,351 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $14,899 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $791,425 |
Employer contributions (assets) at end of year | 2016-12-31 | $21,882 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $29,329 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,519,615 |
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 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CARR, RIGGS & INGRAM, LLC |
Accountancy firm EIN | 2016-12-31 | 721396621 |
2015 : COMVERGE, INC. 401(K) PLAN 2015 401k financial data | ||
Total income from all sources (including contributions) | 2015-12-31 | $3,911,580 |
Total of all expenses incurred | 2015-12-31 | $3,182,256 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,031,572 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $8,148 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,954,990 |
Value of total assets at end of year | 2015-12-31 | $21,674,434 |
Value of total assets at beginning of year | 2015-12-31 | $20,945,110 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $142,536 |
Total interest from all sources | 2015-12-31 | $15,871 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $418,457 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $418,457 |
Administrative expenses professional fees incurred | 2015-12-31 | $13,000 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $2,307,344 |
Participant contributions at end of year | 2015-12-31 | $447,931 |
Participant contributions at beginning of year | 2015-12-31 | $347,304 |
Participant contributions at end of year | 2015-12-31 | $60,478 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $567,925 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $669,067 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $892,339 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $145 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $534 |
Other income not declared elsewhere | 2015-12-31 | $13,684 |
Administrative expenses (other) incurred | 2015-12-31 | $103,037 |
Total non interest bearing cash at end of year | 2015-12-31 | $32,097 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $26,611 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $729,324 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $21,674,434 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $20,945,110 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $26,499 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $19,625,498 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $18,968,172 |
Interest on participant loans | 2015-12-31 | $15,870 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $904,508 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $891,710 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $6,523 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $12,642 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $12,642 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $1 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-507,953 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $16,531 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $755,307 |
Employer contributions (assets) at end of year | 2015-12-31 | $29,329 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $29,070 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,031,572 |
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 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BABUSH NEIMAN KORNMAN & JOHNSON LLP |
Accountancy firm EIN | 2015-12-31 | 580942047 |
2014 : COMVERGE, INC. 401(K) PLAN 2014 401k financial data | ||
Total income from all sources (including contributions) | 2014-12-31 | $4,175,079 |
Total of all expenses incurred | 2014-12-31 | $2,652,989 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,498,941 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $5,226 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,668,361 |
Value of total assets at end of year | 2014-12-31 | $20,945,110 |
Value of total assets at beginning of year | 2014-12-31 | $19,423,020 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $148,822 |
Total interest from all sources | 2014-12-31 | $16,199 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $405,778 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $405,778 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,877,795 |
Participant contributions at end of year | 2014-12-31 | $347,304 |
Participant contributions at beginning of year | 2014-12-31 | $422,728 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $669,067 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $388,284 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $78,290 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $534 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $292 |
Other income not declared elsewhere | 2014-12-31 | $50,989 |
Administrative expenses (other) incurred | 2014-12-31 | $92,597 |
Total non interest bearing cash at end of year | 2014-12-31 | $26,611 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $45,912 |
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 | $1,522,090 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $20,945,110 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $19,423,020 |
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 |
Investment advisory and management fees | 2014-12-31 | $56,225 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $18,968,172 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $17,757,771 |
Interest on participant loans | 2014-12-31 | $16,198 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $891,710 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $774,982 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $12,642 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $1,926 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $1,926 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $1 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,022,376 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $11,376 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $712,276 |
Employer contributions (assets) at end of year | 2014-12-31 | $29,070 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $31,125 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,498,941 |
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 | BENNETT THRASHER |
Accountancy firm EIN | 2014-12-31 | 581673613 |
2013 : COMVERGE, INC. 401(K) PLAN 2013 401k financial data | ||
Total income from all sources (including contributions) | 2013-12-31 | $6,823,682 |
Total of all expenses incurred | 2013-12-31 | $2,064,143 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,964,143 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $20,168 |
Value of total corrective distributions | 2013-12-31 | $726 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,768,376 |
Value of total assets at end of year | 2013-12-31 | $19,423,020 |
Value of total assets at beginning of year | 2013-12-31 | $14,663,481 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $79,106 |
Total interest from all sources | 2013-12-31 | $12,533 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $347,555 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $347,555 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
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 |
Contributions received from participants | 2013-12-31 | $1,980,655 |
Participant contributions at end of year | 2013-12-31 | $422,728 |
Participant contributions at beginning of year | 2013-12-31 | $305,773 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $388,284 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,009,510 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $292 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $375 |
Other income not declared elsewhere | 2013-12-31 | $17,797 |
Administrative expenses (other) incurred | 2013-12-31 | $79,106 |
Total non interest bearing cash at end of year | 2013-12-31 | $45,912 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $7,836 |
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 | $4,759,539 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $19,423,020 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $14,663,481 |
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 | $17,757,771 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $13,628,363 |
Interest on participant loans | 2013-12-31 | $12,533 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $774,982 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $720,915 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $1,926 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $219 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $219 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,666,777 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $10,644 |
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 | $778,211 |
Employer contributions (assets) at end of year | 2013-12-31 | $31,125 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,964,143 |
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 | BENNETT THRASHER |
Accountancy firm EIN | 2013-12-31 | 581673613 |
2012 : COMVERGE, INC. 401(K) PLAN 2012 401k financial data | ||
Total income from all sources (including contributions) | 2012-12-31 | $4,576,069 |
Total of all expenses incurred | 2012-12-31 | $1,840,722 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,716,157 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $13,290 |
Value of total corrective distributions | 2012-12-31 | $43,111 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,873,211 |
Value of total assets at end of year | 2012-12-31 | $14,663,481 |
Value of total assets at beginning of year | 2012-12-31 | $11,928,134 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $68,164 |
Total interest from all sources | 2012-12-31 | $13,087 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $157,052 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $157,052 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | Yes |
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 |
Contributions received from participants | 2012-12-31 | $1,932,806 |
Participant contributions at end of year | 2012-12-31 | $305,773 |
Participant contributions at beginning of year | 2012-12-31 | $276,883 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $238,413 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $375 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $0 |
Other income not declared elsewhere | 2012-12-31 | $59,276 |
Administrative expenses (other) incurred | 2012-12-31 | $68,164 |
Total non interest bearing cash at end of year | 2012-12-31 | $7,836 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $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 | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $2,735,347 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $14,663,481 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $11,928,134 |
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 | $13,628,363 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $11,080,565 |
Interest on participant loans | 2012-12-31 | $13,042 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $720,915 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $570,686 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $219 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $45 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,468,632 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $4,811 |
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 | $701,992 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,716,157 |
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 | Yes |
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 | BENNETT THRASHER |
Accountancy firm EIN | 2012-12-31 | 581673613 |
2011 : COMVERGE, INC. 401(K) 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 | $3,190,733 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $2,487,967 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,358,747 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $10,838 |
Value of total corrective distributions | 2011-12-31 | $43,358 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,243,288 |
Value of total assets at end of year | 2011-12-31 | $11,928,134 |
Value of total assets at beginning of year | 2011-12-31 | $11,225,368 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $75,024 |
Total interest from all sources | 2011-12-31 | $8,748 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $248,532 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $248,532 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $2,045,549 |
Participant contributions at end of year | 2011-12-31 | $276,883 |
Participant contributions at beginning of year | 2011-12-31 | $171,254 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $452,628 |
Other income not declared elsewhere | 2011-12-31 | $66,105 |
Administrative expenses (other) incurred | 2011-12-31 | $75,024 |
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 | $702,766 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $11,928,134 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $11,225,368 |
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 | $11,080,565 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $10,410,920 |
Interest on participant loans | 2011-12-31 | $8,748 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $570,686 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $643,194 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-382,634 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $6,694 |
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 | $745,111 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,358,747 |
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 | BENNETT THRASHER |
Accountancy firm EIN | 2011-12-31 | 581673613 |
2010 : COMVERGE, INC. 401(K) 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 | $3,890,914 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,592,144 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,473,316 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $5,131 |
Value of total corrective distributions | 2010-12-31 | $107,671 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,546,626 |
Value of total assets at end of year | 2010-12-31 | $11,225,368 |
Value of total assets at beginning of year | 2010-12-31 | $8,926,598 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $6,026 |
Total interest from all sources | 2010-12-31 | $8,157 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $186,235 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $186,235 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,863,537 |
Participant contributions at end of year | 2010-12-31 | $171,254 |
Participant contributions at beginning of year | 2010-12-31 | $171,933 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $20,000 |
Other income not declared elsewhere | 2010-12-31 | $137,095 |
Administrative expenses (other) incurred | 2010-12-31 | $6,026 |
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 | $2,298,770 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $11,225,368 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $8,926,598 |
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 | $10,410,920 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $8,754,665 |
Interest on participant loans | 2010-12-31 | $8,157 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $643,194 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,009,351 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $3,450 |
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 | $663,089 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,473,316 |
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 | BENNETT THRASHER |
Accountancy firm EIN | 2010-12-31 | 581673613 |
2009 : COMVERGE, INC. 401(K) 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 |
2016: COMVERGE, INC. 401(K) PLAN 2016 form 5500 responses | ||
---|---|---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: COMVERGE, INC. 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: COMVERGE, INC. 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: COMVERGE, INC. 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: COMVERGE, INC. 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: COMVERGE, INC. 401(K) 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: COMVERGE, INC. 401(K) 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: COMVERGE, INC. 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | First time form 5500 has been submitted | Yes |
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 |