TAFT STETTINIUS & HOLLISTER LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TAFT, STETTINIUS & HOLLISTER LLP DEFINED CONTRIBUTION RETIREMENT PLAN
401k plan membership statisitcs for TAFT, STETTINIUS & HOLLISTER LLP DEFINED CONTRIBUTION RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2010: TAFT, STETTINIUS & HOLLISTER LLP DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 367 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 0 |
| 2009: TAFT, STETTINIUS & HOLLISTER LLP DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 339 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 306 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 60 |
| Total of all active and inactive participants | 2009-01-01 | 367 |
| Total participants | 2009-01-01 | 367 |
| Number of participants with account balances | 2009-01-01 | 366 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 13 |
| Measure | Date | Value |
|---|
| 2010 : TAFT, STETTINIUS & HOLLISTER LLP DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-08-31 | $41,038 |
| Total unrealized appreciation/depreciation of assets | 2010-08-31 | $41,038 |
| Total transfer of assets to this plan | 2010-08-31 | $6,085,124 |
| Total transfer of assets from this plan | 2010-08-31 | $43,196,763 |
| Total income from all sources (including contributions) | 2010-08-31 | $3,734,631 |
| Total of all expenses incurred | 2010-08-31 | $722,017 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-08-31 | $625,690 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-08-31 | $3,232,420 |
| Value of total assets at beginning of year | 2010-08-31 | $34,099,025 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-08-31 | $96,327 |
| Total interest from all sources | 2010-08-31 | $459,388 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-08-31 | No |
| Was this plan covered by a fidelity bond | 2010-08-31 | Yes |
| Value of fidelity bond cover | 2010-08-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-08-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-08-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-08-31 | $70,876 |
| Other income not declared elsewhere | 2010-08-31 | $1,785 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-08-31 | No |
| Value of net income/loss | 2010-08-31 | $3,012,614 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-08-31 | $34,099,025 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-08-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-08-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-08-31 | No |
| Investment advisory and management fees | 2010-08-31 | $96,327 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-08-31 | $30,017,637 |
| Interest earned on other investments | 2010-08-31 | $459,388 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-08-31 | $1,559,926 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-08-31 | $1,559,926 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-08-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-08-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-08-31 | No |
| Contributions received in cash from employer | 2010-08-31 | $3,232,420 |
| Employer contributions (assets) at beginning of year | 2010-08-31 | $17,947 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-08-31 | $625,690 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-08-31 | No |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-08-31 | $2,432,639 |
| Did the plan have assets held for investment | 2010-08-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-08-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-08-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-08-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-08-31 | Disclaimer |
| Accountancy firm name | 2010-08-31 | BKD, LLP |
| Accountancy firm EIN | 2010-08-31 | 440160260 |
