?>
Plan Name | KLIPSCH GROUP, INC. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | KLIPSCH GROUP, INC. |
Employer identification number (EIN): | 340727183 |
NAIC Classification: | 541990 |
NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about KLIPSCH GROUP, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2010-07-23 |
Company Identification Number: | 0801297245 |
Legal Registered Office Address: |
180 MARCUS BLVD HAUPPAUGE United States of America (USA) 11788 |
More information about KLIPSCH GROUP, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2014-01-01 | MICHELLE KUHL | MICHELLE KUHL | 2014-12-11 | |
001 | 2013-01-01 | MICHELLE KUHL | MICHELLE KUHL | 2014-07-31 | |
001 | 2012-01-01 | MICHELLE KUHL | MICHELLE KUHL | 2013-09-20 | |
001 | 2011-01-01 | MICHELLE KUHL | MICHELLE KUHL | 2012-09-12 | |
001 | 2009-01-01 | MICHELLE KUHL | MICHELLE KUHL | 2010-10-07 | |
001 | 2009-01-01 | MICHELLE KUHL | MICHELLE KUHL | 2010-10-07 |
Measure | Date | Value |
---|---|---|
2014: KLIPSCH GROUP, INC. 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 209 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 0 |
Number of participants with account balances | 2014-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: KLIPSCH GROUP, INC. 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 238 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 174 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 41 |
Total of all active and inactive participants | 2013-01-01 | 215 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 215 |
Number of participants with account balances | 2013-01-01 | 180 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 7 |
2012: KLIPSCH GROUP, INC. 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 252 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 216 |
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 | 35 |
Total of all active and inactive participants | 2012-01-01 | 251 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 251 |
Number of participants with account balances | 2012-01-01 | 207 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 7 |
2011: KLIPSCH GROUP, INC. 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 278 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 221 |
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 | 33 |
Total of all active and inactive participants | 2011-01-01 | 254 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 254 |
Number of participants with account balances | 2011-01-01 | 208 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 7 |
2009: KLIPSCH GROUP, INC. 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 308 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 220 |
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 | 88 |
Total of all active and inactive participants | 2009-01-01 | 308 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 308 |
Number of participants with account balances | 2009-01-01 | 222 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 35 |
Measure | Date | Value |
---|---|---|
2014 : KLIPSCH GROUP, INC. 401(K) PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2014-02-28 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-02-28 | $0 |
Total unrealized appreciation/depreciation of assets | 2014-02-28 | $0 |
Total transfer of assets to this plan | 2014-02-28 | $0 |
Total transfer of assets from this plan | 2014-02-28 | $12,138,092 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-02-28 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-02-28 | $0 |
Total income from all sources (including contributions) | 2014-02-28 | $312,884 |
Total loss/gain on sale of assets | 2014-02-28 | $0 |
Total of all expenses incurred | 2014-02-28 | $671,755 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-02-28 | $634,655 |
Expenses. Certain deemed distributions of participant loans | 2014-02-28 | $0 |
Value of total corrective distributions | 2014-02-28 | $30,541 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-02-28 | $103,636 |
Value of total assets at end of year | 2014-02-28 | $0 |
Value of total assets at beginning of year | 2014-02-28 | $12,496,963 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-02-28 | $6,559 |
Total income from rents | 2014-02-28 | $0 |
Total interest from all sources | 2014-02-28 | $2,270 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-02-28 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-02-28 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-02-28 | $0 |
Administrative expenses professional fees incurred | 2014-02-28 | $0 |
Was this plan covered by a fidelity bond | 2014-02-28 | Yes |
Value of fidelity bond cover | 2014-02-28 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-02-28 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-02-28 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-02-28 | No |
Amount of non-exempt transactions with any party-in-interest | 2014-02-28 | $0 |
Contributions received from participants | 2014-02-28 | $95,909 |
Participant contributions at end of year | 2014-02-28 | $0 |
Participant contributions at beginning of year | 2014-02-28 | $404,490 |
Participant contributions at end of year | 2014-02-28 | $0 |
Participant contributions at beginning of year | 2014-02-28 | $33 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-02-28 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-02-28 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-02-28 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-02-28 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-02-28 | $0 |
Other income not declared elsewhere | 2014-02-28 | $30 |
Administrative expenses (other) incurred | 2014-02-28 | $0 |
Liabilities. Value of operating payables at beginning of year | 2014-02-28 | $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 | 2014-02-28 | No |
Value of net income/loss | 2014-02-28 | $-358,871 |
Value of net assets at end of year (total assets less liabilities) | 2014-02-28 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-02-28 | $12,496,963 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-02-28 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-02-28 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2014-02-28 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2014-02-28 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2014-02-28 | $0 |
Investment advisory and management fees | 2014-02-28 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-02-28 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-02-28 | $3,082,936 |
Value of interest in pooled separate accounts at end of year | 2014-02-28 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2014-02-28 | $8,589,547 |
Interest on participant loans | 2014-02-28 | $2,205 |
Income. Interest from loans (other than to participants) | 2014-02-28 | $0 |
Interest earned on other investments | 2014-02-28 | $65 |
Income. Interest from US Government securities | 2014-02-28 | $0 |
Income. Interest from corporate debt instruments | 2014-02-28 | $0 |
Value of interest in common/collective trusts at end of year | 2014-02-28 | $0 |
Value of interest in common/collective trusts at beginning of year | 2014-02-28 | $384,898 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-02-28 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-02-28 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-02-28 | $35,059 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-02-28 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-02-28 | $67,337 |
Net investment gain/loss from pooled separate accounts | 2014-02-28 | $141,518 |
Net investment gain or loss from common/collective trusts | 2014-02-28 | $-1,907 |
Net gain/loss from 103.12 investment entities | 2014-02-28 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-02-28 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-02-28 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-02-28 | No |
Contributions received in cash from employer | 2014-02-28 | $7,727 |
Employer contributions (assets) at end of year | 2014-02-28 | $0 |
Employer contributions (assets) at beginning of year | 2014-02-28 | $0 |
Income. Dividends from preferred stock | 2014-02-28 | $0 |
Income. Dividends from common stock | 2014-02-28 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-02-28 | $634,655 |
Contract administrator fees | 2014-02-28 | $6,559 |
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 | 2014-02-28 | Yes |
Liabilities. Value of benefit claims payable at beginning of year | 2014-02-28 | $0 |
Did the plan have assets held for investment | 2014-02-28 | 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 | 2014-02-28 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-02-28 | Yes |
Aggregate proceeds on sale of assets | 2014-02-28 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2014-02-28 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2014-02-28 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-02-28 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-02-28 | Disclaimer |
Accountancy firm name | 2014-02-28 | BKD, LLP |
Accountancy firm EIN | 2014-02-28 | 440160260 |
2013 : KLIPSCH GROUP, INC. 401(K) PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2013-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $3,339,550 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,812,916 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,747,550 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of total corrective distributions | 2013-12-31 | $5,187 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $990,390 |
Value of total assets at end of year | 2013-12-31 | $12,496,963 |
Value of total assets at beginning of year | 2013-12-31 | $10,970,329 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $60,179 |
Total income from rents | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $16,764 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $14,474 |
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 | $14,474 |
Administrative expenses professional fees incurred | 2013-12-31 | $0 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
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 |
Amount of non-exempt transactions with any party-in-interest | 2013-12-31 | $0 |
Contributions received from participants | 2013-12-31 | $820,914 |
Participant contributions at end of year | 2013-12-31 | $404,490 |
Participant contributions at beginning of year | 2013-12-31 | $361,531 |
Participant contributions at end of year | 2013-12-31 | $33 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $34,061 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
Other income not declared elsewhere | 2013-12-31 | $-31 |
Administrative expenses (other) incurred | 2013-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $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 | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,526,634 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $12,496,963 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $10,970,329 |
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 |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2013-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2013-12-31 | $0 |
Investment advisory and management fees | 2013-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $3,082,936 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,702,849 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $8,589,547 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $7,504,254 |
Interest on participant loans | 2013-12-31 | $16,098 |
Income. Interest from loans (other than to participants) | 2013-12-31 | $0 |
Interest earned on other investments | 2013-12-31 | $666 |
Income. Interest from US Government securities | 2013-12-31 | $0 |
Income. Interest from corporate debt instruments | 2013-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $384,898 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $335,681 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $35,059 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $65,951 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $734,352 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $1,585,972 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-2,371 |
Net gain/loss from 103.12 investment entities | 2013-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $135,415 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $63 |
Income. Dividends from preferred stock | 2013-12-31 | $0 |
Income. Dividends from common stock | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,747,550 |
Contract administrator fees | 2013-12-31 | $60,179 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2013-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2013-12-31 | $0 |
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 | BKD, LLP |
Accountancy firm EIN | 2013-12-31 | 440160260 |
2012 : KLIPSCH GROUP, INC. 401(K) PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2012-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $0 |
Total transfer of assets from this plan | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $2,314,988 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $618,484 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $552,755 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of total corrective distributions | 2012-12-31 | $10,825 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $991,712 |
Value of total assets at end of year | 2012-12-31 | $10,970,329 |
Value of total assets at beginning of year | 2012-12-31 | $9,273,825 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $54,904 |
Total income from rents | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $15,383 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $24,310 |
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 | $24,310 |
Administrative expenses professional fees incurred | 2012-12-31 | $0 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
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 |
Amount of non-exempt transactions with any party-in-interest | 2012-12-31 | $0 |
Contributions received from participants | 2012-12-31 | $837,156 |
Participant contributions at end of year | 2012-12-31 | $361,531 |
Participant contributions at beginning of year | 2012-12-31 | $303,788 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $10,800 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $603 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $0 |
Other income not declared elsewhere | 2012-12-31 | $0 |
Administrative expenses (other) incurred | 2012-12-31 | $0 |
Liabilities. Value of operating payables 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 | $1,696,504 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $10,970,329 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $9,273,825 |
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 |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2012-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2012-12-31 | $0 |
Investment advisory and management fees | 2012-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,702,849 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $2,302,044 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $7,504,254 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $6,305,791 |
Interest on participant loans | 2012-12-31 | $13,876 |
Income. Interest from loans (other than to participants) | 2012-12-31 | $0 |
Interest earned on other investments | 2012-12-31 | $1,507 |
Income. Interest from US Government securities | 2012-12-31 | $0 |
Income. Interest from corporate debt instruments | 2012-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $335,681 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $283,541 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $65,951 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $78,088 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $399,960 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $878,129 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $5,494 |
Net gain/loss from 103.12 investment entities | 2012-12-31 | $0 |
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 | $143,756 |
Employer contributions (assets) at end of year | 2012-12-31 | $63 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $573 |
Income. Dividends from preferred stock | 2012-12-31 | $0 |
Income. Dividends from common stock | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $552,152 |
Contract administrator fees | 2012-12-31 | $54,904 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2012-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2012-12-31 | $0 |
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 | BKD, LLP |
Accountancy firm EIN | 2012-12-31 | 440160260 |
2011 : KLIPSCH GROUP, INC. 401(K) PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2011-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $0 |
Total transfer of assets from this plan | 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 | $907,223 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,133,440 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,056,433 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of total corrective distributions | 2011-12-31 | $26,286 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,030,704 |
Value of total assets at end of year | 2011-12-31 | $9,273,825 |
Value of total assets at beginning of year | 2011-12-31 | $9,500,042 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $50,721 |
Total income from rents | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $15,202 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $20,395 |
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 | $20,395 |
Administrative expenses professional fees incurred | 2011-12-31 | $0 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $2,000,000 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2011-12-31 | $0 |
Contributions received from participants | 2011-12-31 | $796,290 |
Participant contributions at end of year | 2011-12-31 | $303,788 |
Participant contributions at beginning of year | 2011-12-31 | $295,390 |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $153,676 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $279 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $0 |
Other income not declared elsewhere | 2011-12-31 | $299 |
Administrative expenses (other) incurred | 2011-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-226,217 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $9,273,825 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $9,500,042 |
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 |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2011-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2011-12-31 | $0 |
Investment advisory and management fees | 2011-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $2,302,044 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,500,875 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $6,305,791 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $6,381,199 |
Interest on participant loans | 2011-12-31 | $13,136 |
Income. Interest from loans (other than to participants) | 2011-12-31 | $0 |
Interest earned on other investments | 2011-12-31 | $2,066 |
Income. Interest from US Government securities | 2011-12-31 | $0 |
Income. Interest from corporate debt instruments | 2011-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $283,541 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $224,962 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $78,088 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $97,616 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-175,916 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $8,748 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $7,791 |
Net gain/loss from 103.12 investment entities | 2011-12-31 | $0 |
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 | $80,738 |
Employer contributions (assets) at end of year | 2011-12-31 | $573 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $0 |
Income. Dividends from preferred stock | 2011-12-31 | $0 |
Income. Dividends from common stock | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,056,154 |
Contract administrator fees | 2011-12-31 | $50,721 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2011-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2011-12-31 | $0 |
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 | BKD, LLP |
Accountancy firm EIN | 2011-12-31 | 440160260 |
2010 : KLIPSCH GROUP, INC. 401(K) PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2010-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $0 |
Total transfer of assets from this plan | 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 | $1,940,798 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $553,545 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $461,001 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of total corrective distributions | 2010-12-31 | $50,312 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $812,868 |
Value of total assets at end of year | 2010-12-31 | $9,500,042 |
Value of total assets at beginning of year | 2010-12-31 | $8,112,789 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $42,232 |
Total income from rents | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $17,115 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $22,182 |
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 | $22,182 |
Administrative expenses professional fees incurred | 2010-12-31 | $0 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2010-12-31 | $0 |
Contributions received from participants | 2010-12-31 | $701,806 |
Participant contributions at end of year | 2010-12-31 | $295,390 |
Participant contributions at beginning of year | 2010-12-31 | $286,772 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $67,751 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $0 |
Other income not declared elsewhere | 2010-12-31 | $1,703 |
Administrative expenses (other) incurred | 2010-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $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 | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,387,253 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $9,500,042 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $8,112,789 |
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 |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2010-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2010-12-31 | $0 |
Investment advisory and management fees | 2010-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,500,875 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,310,692 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $6,381,199 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $5,404,515 |
Interest on participant loans | 2010-12-31 | $14,377 |
Income. Interest from loans (other than to participants) | 2010-12-31 | $0 |
Interest earned on other investments | 2010-12-31 | $2,738 |
Income. Interest from US Government securities | 2010-12-31 | $0 |
Income. Interest from corporate debt instruments | 2010-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $224,962 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $97,616 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $110,810 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $274,052 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $806,803 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $6,075 |
Net gain/loss from 103.12 investment entities | 2010-12-31 | $0 |
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 | $43,311 |
Employer contributions (assets) at end of year | 2010-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $0 |
Income. Dividends from preferred stock | 2010-12-31 | $0 |
Income. Dividends from common stock | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $461,001 |
Contract administrator fees | 2010-12-31 | $42,232 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2010-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2010-12-31 | $0 |
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 | BKD, LLP |
Accountancy firm EIN | 2010-12-31 | 440160260 |
2009 : KLIPSCH GROUP, 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 |
2014: KLIPSCH GROUP, INC. 401(K) PLAN 2014 form 5500 responses | ||
---|---|---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | This submission is the final filing | Yes |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2014-01-01 | Plan is a collectively bargained plan | Yes |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: KLIPSCH GROUP, INC. 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | Yes |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: KLIPSCH GROUP, INC. 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | Yes |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: KLIPSCH GROUP, INC. 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
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 – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: KLIPSCH GROUP, INC. 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
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 – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |