401k Plan data: SAMUEL-WHITTAR, INC. SALARIED EES' PENSION PLAN plan

SAMUEL-WHITTAR, INC. SALARIED EES' PENSION PLAN 401k Plan overview

Plan Name	SAMUEL-WHITTAR, INC. SALARIED EES' PENSION PLAN
Plan identification number	001

SAMUEL-WHITTAR, INC. SALARIED EES' PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

SAMUEL, SON & CO INC. has sponsored the creation of one or more 401k plans.

Company Name: SAMUEL, SON & CO INC.

Employer identification number (EIN): 341152823

NAIC Classification: 332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAMUEL-WHITTAR, INC. SALARIED EES' PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 JACK QUON JACK QUON 2014-10-10
001 2012-01-01 JACK QUON JACK QUON 2013-10-11
001 2011-01-01 JACK QUON JACK QUON 2012-10-15
001 2009-01-01 J.C. BORREMANS J.C. BORREMANS 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	JACK QUON	JACK QUON	2014-10-10
001	2012-01-01	JACK QUON	JACK QUON	2013-10-11
001	2011-01-01	JACK QUON	JACK QUON	2012-10-15
001	2009-01-01	J.C. BORREMANS	J.C. BORREMANS	2010-10-14

Plan Statistics for SAMUEL-WHITTAR, INC. SALARIED EES' PENSION PLAN

401k plan membership statisitcs for SAMUEL-WHITTAR, INC. SALARIED EES' PENSION PLAN

Measure Date Value
2013: SAMUEL-WHITTAR, INC. SALARIED EES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 338
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Number of retired or separated participants receiving benefits 2013-01-01 151
Number of other retired or separated participants entitled to future benefits 2013-01-01 140
Total of all active and inactive participants 2013-01-01 299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 30
Total participants 2013-01-01 329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SAMUEL-WHITTAR, INC. SALARIED EES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 340
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
Number of retired or separated participants receiving benefits 2012-01-01 148
Number of other retired or separated participants entitled to future benefits 2012-01-01 147
Total of all active and inactive participants 2012-01-01 304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 34
Total participants 2012-01-01 338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SAMUEL-WHITTAR, INC. SALARIED EES' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 344
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
Number of retired or separated participants receiving benefits 2011-01-01 144
Number of other retired or separated participants entitled to future benefits 2011-01-01 155
Total of all active and inactive participants 2011-01-01 309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 31
Total participants 2011-01-01 340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SAMUEL-WHITTAR, INC. SALARIED EES' PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 12
Number of retired or separated participants receiving benefits 2009-01-01 49
Number of other retired or separated participants entitled to future benefits 2009-01-01 88
Total of all active and inactive participants 2009-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 9
Total participants 2009-01-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: SAMUEL-WHITTAR, INC. SALARIED EES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	338
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Number of retired or separated participants receiving benefits	2013-01-01	151
Number of other retired or separated participants entitled to future benefits	2013-01-01	140
Total of all active and inactive participants	2013-01-01	299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	30
Total participants	2013-01-01	329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SAMUEL-WHITTAR, INC. SALARIED EES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	340
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
Number of retired or separated participants receiving benefits	2012-01-01	148
Number of other retired or separated participants entitled to future benefits	2012-01-01	147
Total of all active and inactive participants	2012-01-01	304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	34
Total participants	2012-01-01	338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SAMUEL-WHITTAR, INC. SALARIED EES' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	344
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
Number of retired or separated participants receiving benefits	2011-01-01	144
Number of other retired or separated participants entitled to future benefits	2011-01-01	155
Total of all active and inactive participants	2011-01-01	309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	31
Total participants	2011-01-01	340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SAMUEL-WHITTAR, INC. SALARIED EES' PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	12
Number of retired or separated participants receiving benefits	2009-01-01	49
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	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	9
Total participants	2009-01-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SAMUEL-WHITTAR, INC. SALARIED EES' PENSION PLAN

Measure	Date	Value
2013 : SAMUEL-WHITTAR, INC. SALARIED EES' PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	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	$2,646,760
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$935,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$795,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$601,664
Value of total assets at end of year	2013-12-31	$14,088,569
Value of total assets at beginning of year	2013-12-31	$12,377,597
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$140,280
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$633,873
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	$633,873
Administrative expenses professional fees incurred	2013-12-31	$88,518
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$8,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$16,962
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$14,340
Other income not declared elsewhere	2013-12-31	$4,819
Administrative expenses (other) incurred	2013-12-31	$51,762
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	$1,710,972
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$14,088,569
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$12,377,597
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	$13,716,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$12,048,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$249,816
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$115,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$115,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,406,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
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	$601,664
Employer contributions (assets) at end of year	2013-12-31	$104,960
Employer contributions (assets) at beginning of year	2013-12-31	$198,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$795,508
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	DOPKINS AND COMPANY LLP
Accountancy firm EIN	2013-12-31	160929175
2012 : SAMUEL-WHITTAR, INC. SALARIED EES' PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	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	$1,909,926
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,000,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$857,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$534,699
Value of total assets at end of year	2012-12-31	$12,377,597
Value of total assets at beginning of year	2012-12-31	$11,468,509
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$143,412
Total interest from all sources	2012-12-31	$175
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$288,324
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	$288,324
Administrative expenses professional fees incurred	2012-12-31	$97,411
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$14,340
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$14,400
Administrative expenses (other) incurred	2012-12-31	$46,001
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	$909,088
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$12,377,597
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$11,468,509
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	$12,048,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$10,916,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$115,751
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$248,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$248,168
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$175
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,086,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
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	$534,699
Employer contributions (assets) at end of year	2012-12-31	$198,955
Employer contributions (assets) at beginning of year	2012-12-31	$289,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$857,426
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	DOPKINS AND COMPANY LLP
Accountancy firm EIN	2012-12-31	160929175
2011 : SAMUEL-WHITTAR, INC. SALARIED EES' PENSION 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	$1,142,932
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$998,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$823,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$844,727
Value of total assets at end of year	2011-12-31	$11,468,509
Value of total assets at beginning of year	2011-12-31	$11,324,565
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$175,566
Total interest from all sources	2011-12-31	$75
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$175,566
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$14,400
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$15,112
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	$143,944
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$11,468,509
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$11,324,565
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	$10,916,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$10,980,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$248,168
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$18,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$18,151
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$75
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$298,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$844,727
Employer contributions (assets) at end of year	2011-12-31	$289,347
Employer contributions (assets) at beginning of year	2011-12-31	$311,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$823,422
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	DOPKINS AND COMPANY LLP
Accountancy firm EIN	2011-12-31	160929175
2010 : SAMUEL-WHITTAR, INC. SALARIED EES' PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$4,635,967
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	$1,042,128
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$516,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$392,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$299,966
Value of total assets at end of year	2010-12-31	$11,324,565
Value of total assets at beginning of year	2010-12-31	$6,162,881
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$124,094
Total interest from all sources	2010-12-31	$53
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$123,000
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$15,112
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$10,505
Administrative expenses (other) incurred	2010-12-31	$1,094
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	$525,717
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$11,324,565
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$6,162,881
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	$10,980,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$6,032,467
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$18,151
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$88,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$88,843
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$53
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$742,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$299,966
Employer contributions (assets) at end of year	2010-12-31	$311,022
Employer contributions (assets) at beginning of year	2010-12-31	$31,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$392,317
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	DOPKINS AND COMPANY LLP
Accountancy firm EIN	2010-12-31	160929175
2009 : SAMUEL-WHITTAR, INC. SALARIED EES' PENSION 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

Form 5500 Responses for SAMUEL-WHITTAR, INC. SALARIED EES' PENSION PLAN

2013: SAMUEL-WHITTAR, INC. SALARIED EES' PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
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	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SAMUEL-WHITTAR, INC. SALARIED EES' PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	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	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SAMUEL-WHITTAR, INC. SALARIED EES' PENSION 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
2009: SAMUEL-WHITTAR, INC. SALARIED EES' PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	SAMUEL, SON & CO INC.
Employer identification number (EIN):	341152823
NAIC Classification:	332900