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LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES 401k Plan overview

Plan NameLOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES
Plan identification number 002

LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LOCKHEED MARTIN CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:LOCKHEED MARTIN CORPORATION
Employer identification number (EIN):521893632
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-12-25
0022015-12-25ROBERT MUENINGHOFF
0022014-12-25ROBERT MUENINGHOFF
0022013-12-25DONALD REMSCH DONALD REMSCH2015-10-13
0022012-12-25DONALD REMSCH DONALD REMSCH2014-10-12
0022009-12-25DONALD REMSCH DONALD REMSCH2011-10-14
0022008-12-25DONALD REMSCH DONALD REMSCH2011-11-22
0022008-12-25

Plan Statistics for LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES

401k plan membership statisitcs for LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES

Measure Date Value
2020: LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES 2020 401k membership
Market value of plan assets2020-12-244,164,369,939
Acturial value of plan assets2020-12-243,919,845,183
Funding target for retired participants and beneficiaries receiving payment2020-12-242,712,699,085
Number of terminated vested participants2020-12-2410,320
Fundng target for terminated vested participants2020-12-24387,809,236
Active participant vested funding target2020-12-24965,523,963
Number of active participants2020-12-245,146
Total funding liabilities for active participants2020-12-241,053,653,068
Total participant count2020-12-2445,212
Total funding target for all participants2020-12-244,154,161,389
Balance at beginning of prior year after applicable adjustments2020-12-240
Prefunding balance at beginning of prior year after applicable adjustments2020-12-24418,976,294
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-240
Prefunding balanced used to offset prior years funding requirement2020-12-24152,454,303
Amount remaining of carryover balance2020-12-240
Amount remaining of prefunding balance2020-12-24266,521,991
Present value of excess contributions2020-12-240
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-240
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-240
Reductions in caryover balances due to elections or deemed elections2020-12-240
Reductions in prefunding balances due to elections or deemed elections2020-12-240
Balance of carryovers at beginning of current year2020-12-240
Balance of prefunding at beginning of current year2020-12-24326,702,657
Total employer contributions2020-12-24230,000,000
Total employee contributions2020-12-240
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-240
Contributions made to avoid restrictions adjusted to valuation date2020-12-240
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-24217,965,146
Liquidity shortfalls end of Q12020-12-240
Liquidity shortfalls end of Q22020-12-240
Liquidity shortfalls end of Q32020-12-240
Liquidity shortfalls end of Q42020-12-240
Unpaid minimum required contributions for all prior years2020-12-240
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-240
Remaining amount of unpaid minimum required contributions2020-12-240
Minimum required contributions for current year target normal cost2020-12-2472,453,244
Net shortfall amortization installment of oustanding balance2020-12-24561,018,863
Waiver amortization installment2020-12-240
Total funding amount beforereflecting carryover/prefunding balances2020-12-24124,323,833
Carryover balance elected to use to offset funding requirement2020-12-240
Prefunding balance elected to use to offset funding requirement2020-12-24111,299,430
Additional cash requirement2020-12-2413,024,403
Contributions allocatedtoward minimum required contributions for current year2020-12-24217,965,146
Unpaid minimum required contributions for current year2020-12-240
Unpaid minimum required contributions for all years2020-12-240
2019: LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES 2019 401k membership
Total participants, beginning-of-year2019-12-2545,212
Total number of active participants reported on line 7a of the Form 55002019-12-250
Number of retired or separated participants receiving benefits2019-12-250
Number of other retired or separated participants entitled to future benefits2019-12-250
Total of all active and inactive participants2019-12-250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-12-250
Total participants2019-12-250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-12-250
Market value of plan assets2019-12-243,793,682,728
Acturial value of plan assets2019-12-244,025,024,532
Funding target for retired participants and beneficiaries receiving payment2019-12-242,858,283,581
Number of terminated vested participants2019-12-2410,349
Fundng target for terminated vested participants2019-12-24382,243,804
Active participant vested funding target2019-12-24977,039,172
Number of active participants2019-12-245,524
Total funding liabilities for active participants2019-12-241,082,184,215
Total participant count2019-12-2452,252
Total funding target for all participants2019-12-244,322,711,600
Balance at beginning of prior year after applicable adjustments2019-12-240
Prefunding balance at beginning of prior year after applicable adjustments2019-12-24680,380,559
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-240
Prefunding balanced used to offset prior years funding requirement2019-12-24240,001,860
Amount remaining of carryover balance2019-12-240
Amount remaining of prefunding balance2019-12-24440,378,699
Present value of excess contributions2019-12-240
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-240
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-240
Reductions in prefunding balances due to elections or deemed elections2019-12-240
Balance of carryovers at beginning of current year2019-12-240
Balance of prefunding at beginning of current year2019-12-24418,976,294
Total employer contributions2019-12-240
Total employee contributions2019-12-240
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-240
Contributions made to avoid restrictions adjusted to valuation date2019-12-240
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-240
Liquidity shortfalls end of Q12019-12-240
Liquidity shortfalls end of Q22019-12-240
Liquidity shortfalls end of Q32019-12-240
Liquidity shortfalls end of Q42019-12-240
Unpaid minimum required contributions for all prior years2019-12-240
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-240
Remaining amount of unpaid minimum required contributions2019-12-240
Minimum required contributions for current year target normal cost2019-12-2466,344,465
Net shortfall amortization installment of oustanding balance2019-12-24716,663,362
Waiver amortization installment2019-12-240
Total funding amount beforereflecting carryover/prefunding balances2019-12-24152,454,303
Carryover balance elected to use to offset funding requirement2019-12-240
Prefunding balance elected to use to offset funding requirement2019-12-24152,454,303
Additional cash requirement2019-12-240
Contributions allocatedtoward minimum required contributions for current year2019-12-240
Unpaid minimum required contributions for current year2019-12-240
Unpaid minimum required contributions for all years2019-12-240
2018: LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES 2018 401k membership
Market value of plan assets2018-12-244,304,535,917
Acturial value of plan assets2018-12-244,164,333,880
Funding target for retired participants and beneficiaries receiving payment2018-12-242,691,761,199
Number of terminated vested participants2018-12-2410,909
Fundng target for terminated vested participants2018-12-24365,061,028
Active participant vested funding target2018-12-24928,829,178
Number of active participants2018-12-246,018
Total funding liabilities for active participants2018-12-241,046,390,013
Total participant count2018-12-2453,869
Total funding target for all participants2018-12-244,103,212,240
Balance at beginning of prior year after applicable adjustments2018-12-240
Prefunding balance at beginning of prior year after applicable adjustments2018-12-24494,949,137
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-240
Prefunding balanced used to offset prior years funding requirement2018-12-24135,548,186
Amount remaining of carryover balance2018-12-240
Amount remaining of prefunding balance2018-12-24359,400,951
Present value of excess contributions2018-12-24248,941,701
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-24273,610,563
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-24273,610,563
Reductions in caryover balances due to elections or deemed elections2018-12-240
Reductions in prefunding balances due to elections or deemed elections2018-12-240
Balance of carryovers at beginning of current year2018-12-240
Balance of prefunding at beginning of current year2018-12-24680,380,559
Total employer contributions2018-12-240
Total employee contributions2018-12-240
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-240
Contributions made to avoid restrictions adjusted to valuation date2018-12-240
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-240
Liquidity shortfalls end of Q12018-12-240
Liquidity shortfalls end of Q22018-12-240
Liquidity shortfalls end of Q32018-12-240
Liquidity shortfalls end of Q42018-12-240
Unpaid minimum required contributions for all prior years2018-12-240
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-240
Remaining amount of unpaid minimum required contributions2018-12-240
Minimum required contributions for current year target normal cost2018-12-2475,024,678
Net shortfall amortization installment of oustanding balance2018-12-24619,258,919
Waiver amortization installment2018-12-240
Total funding amount beforereflecting carryover/prefunding balances2018-12-24240,001,860
Carryover balance elected to use to offset funding requirement2018-12-240
Prefunding balance elected to use to offset funding requirement2018-12-24240,001,860
Additional cash requirement2018-12-240
Contributions allocatedtoward minimum required contributions for current year2018-12-240
Unpaid minimum required contributions for current year2018-12-240
Unpaid minimum required contributions for all years2018-12-240
2017: LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES 2017 401k membership
Market value of plan assets2017-12-243,810,094,400
Acturial value of plan assets2017-12-243,960,003,710
Funding target for retired participants and beneficiaries receiving payment2017-12-242,610,839,938
Number of terminated vested participants2017-12-2411,524
Fundng target for terminated vested participants2017-12-24362,517,508
Active participant vested funding target2017-12-24905,140,235
Number of active participants2017-12-246,549
Total funding liabilities for active participants2017-12-241,031,322,134
Total participant count2017-12-2455,499
Total funding target for all participants2017-12-244,004,679,580
Balance at beginning of prior year after applicable adjustments2017-12-240
Prefunding balance at beginning of prior year after applicable adjustments2017-12-24610,843,776
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-240
Prefunding balanced used to offset prior years funding requirement2017-12-24140,717,316
Amount remaining of carryover balance2017-12-240
Amount remaining of prefunding balance2017-12-24470,126,460
Present value of excess contributions2017-12-240
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-240
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-240
Reductions in caryover balances due to elections or deemed elections2017-12-240
Reductions in prefunding balances due to elections or deemed elections2017-12-240
Balance of carryovers at beginning of current year2017-12-240
Balance of prefunding at beginning of current year2017-12-24494,949,137
Total employer contributions2017-12-24330,000,000
Total employee contributions2017-12-240
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-240
Contributions made to avoid restrictions adjusted to valuation date2017-12-240
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-24309,190,994
Liquidity shortfalls end of Q12017-12-240
Liquidity shortfalls end of Q22017-12-240
Liquidity shortfalls end of Q32017-12-240
Liquidity shortfalls end of Q42017-12-240
Unpaid minimum required contributions for all prior years2017-12-240
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-240
Remaining amount of unpaid minimum required contributions2017-12-240
Minimum required contributions for current year target normal cost2017-12-2461,847,845
Net shortfall amortization installment of oustanding balance2017-12-24539,625,007
Waiver amortization installment2017-12-240
Total funding amount beforereflecting carryover/prefunding balances2017-12-24195,797,479
Carryover balance elected to use to offset funding requirement2017-12-240
Prefunding balance elected to use to offset funding requirement2017-12-24135,548,186
Additional cash requirement2017-12-2460,249,293
Contributions allocatedtoward minimum required contributions for current year2017-12-24309,190,994
Unpaid minimum required contributions for current year2017-12-240
Unpaid minimum required contributions for all years2017-12-240
2015: LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-12-2557,030
Total number of active participants reported on line 7a of the Form 55002015-12-256,549
Number of retired or separated participants receiving benefits2015-12-2530,025
Number of other retired or separated participants entitled to future benefits2015-12-2511,524
Total of all active and inactive participants2015-12-2548,098
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-12-257,401
Total participants2015-12-2555,499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-12-254
2014: LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-12-2558,671
Total number of active participants reported on line 7a of the Form 55002014-12-257,098
Number of retired or separated participants receiving benefits2014-12-2530,185
Number of other retired or separated participants entitled to future benefits2014-12-2512,436
Total of all active and inactive participants2014-12-2549,719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-12-257,311
Total participants2014-12-2557,030
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-12-2553
2013: LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-12-2564,513
Total number of active participants reported on line 7a of the Form 55002013-12-257,571
Number of retired or separated participants receiving benefits2013-12-2530,646
Number of other retired or separated participants entitled to future benefits2013-12-2513,202
Total of all active and inactive participants2013-12-2551,419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-12-257,252
Total participants2013-12-2558,671
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-12-2586
2012: LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-12-2566,147
Total number of active participants reported on line 7a of the Form 55002012-12-258,519
Number of retired or separated participants receiving benefits2012-12-2530,544
Number of other retired or separated participants entitled to future benefits2012-12-2518,283
Total of all active and inactive participants2012-12-2557,346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-12-257,167
Total participants2012-12-2564,513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-12-25138
2009: LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-12-2569,924
Total number of active participants reported on line 7a of the Form 55002009-12-2511,016
Number of retired or separated participants receiving benefits2009-12-2530,674
Number of other retired or separated participants entitled to future benefits2009-12-2521,500
Total of all active and inactive participants2009-12-2563,190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-12-256,706
Total participants2009-12-2569,896
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-12-25151
2008: LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES 2008 401k membership
Total participants, beginning-of-year2008-12-2570,479
Total number of active participants reported on line 7a of the Form 55002008-12-2510,579
Number of retired or separated participants receiving benefits2008-12-2530,960
Number of other retired or separated participants entitled to future benefits2008-12-2521,832
Total of all active and inactive participants2008-12-2563,371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-12-256,553
Total participants2008-12-2569,924
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-12-25146

Financial Data on LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES

Measure Date Value
2020 : LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-24$0
Total transfer of assets from this plan2020-12-24$4,581,833,993
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-24$4,580,888,011
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-24$2,470,764
Total income from all sources (including contributions)2020-12-24$883,100,573
Total loss/gain on sale of assets2020-12-24$0
Total of all expenses incurred2020-12-24$463,165,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-24$463,165,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-24$230,000,000
Value of total assets at end of year2020-12-24$4,580,888,011
Value of total assets at beginning of year2020-12-24$4,164,369,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-24$0
Total interest from all sources2020-12-24$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-24$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-24No
Was this plan covered by a fidelity bond2020-12-24Yes
Value of fidelity bond cover2020-12-24$100,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-24No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-24$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-24$96,548,538
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-24$4,580,888,011
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-24$0
Liabilities. Value of operating payables at end of year2020-12-24$0
Liabilities. Value of operating payables at beginning of year2020-12-24$2,470,764
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-24No
Value of net income/loss2020-12-24$419,934,818
Value of net assets at end of year (total assets less liabilities)2020-12-24$0
Value of net assets at beginning of year (total assets less liabilities)2020-12-24$4,161,899,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-24No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-24No
Were any leases to which the plan was party in default or uncollectible2020-12-24No
Value of interest in master investment trust accounts at end of year2020-12-24$4,580,888,011
Value of interest in master investment trust accounts at beginning of year2020-12-24$4,067,821,401
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-24$185,925,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-24No
Was there a failure to transmit to the plan any participant contributions2020-12-24No
Has the plan failed to provide any benefit when due under the plan2020-12-24No
Contributions received in cash from employer2020-12-24$230,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-24$277,240,755
Did the plan have assets held for investment2020-12-24No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-24No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-24Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-12-24Yes
Opinion of an independent qualified public accountant for this plan2020-12-24Disclaimer
Accountancy firm name2020-12-24MITCHELL & TITUS, LLP
Accountancy firm EIN2020-12-24132781641
2019 : LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-24$0
Total transfer of assets to this plan2019-12-24$96,548,538
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-24$2,470,764
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-24$3,284,321
Total income from all sources (including contributions)2019-12-24$789,778,402
Total loss/gain on sale of assets2019-12-24$0
Total of all expenses incurred2019-12-24$514,826,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-24$512,355,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-24$0
Value of total assets at end of year2019-12-24$4,164,369,939
Value of total assets at beginning of year2019-12-24$3,793,682,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-24$2,470,764
Total interest from all sources2019-12-24$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-24$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-24No
Administrative expenses professional fees incurred2019-12-24$46,281
Was this plan covered by a fidelity bond2019-12-24Yes
Value of fidelity bond cover2019-12-24$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-24$0
Were there any nonexempt tranactions with any party-in-interest2019-12-24No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-24$96,548,538
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-24$0
Liabilities. Value of operating payables at end of year2019-12-24$2,470,764
Liabilities. Value of operating payables at beginning of year2019-12-24$3,284,321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-24No
Value of net income/loss2019-12-24$274,952,230
Value of net assets at end of year (total assets less liabilities)2019-12-24$4,161,899,175
Value of net assets at beginning of year (total assets less liabilities)2019-12-24$3,790,398,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-24No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-24No
Were any leases to which the plan was party in default or uncollectible2019-12-24No
Investment advisory and management fees2019-12-24$2,043,587
Value of interest in master investment trust accounts at end of year2019-12-24$4,067,821,401
Value of interest in master investment trust accounts at beginning of year2019-12-24$3,793,682,728
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-24$218,874,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-24No
Was there a failure to transmit to the plan any participant contributions2019-12-24No
Has the plan failed to provide any benefit when due under the plan2019-12-24No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-24$293,481,408
Contract administrator fees2019-12-24$380,896
Did the plan have assets held for investment2019-12-24No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-24No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-24No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-24Yes
Opinion of an independent qualified public accountant for this plan2019-12-24Disclaimer
Accountancy firm name2019-12-24MITCHELL & TITUS, LLP
Accountancy firm EIN2019-12-24132781641
2018 : LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-24$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-24$3,284,321
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-24$3,401,818
Total income from all sources (including contributions)2018-12-24$-221,717,277
Total loss/gain on sale of assets2018-12-24$0
Total of all expenses incurred2018-12-24$291,275,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-24$287,991,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-24$0
Value of total assets at end of year2018-12-24$3,793,682,728
Value of total assets at beginning of year2018-12-24$4,306,793,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-24$3,284,321
Total interest from all sources2018-12-24$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-24$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-24No
Administrative expenses professional fees incurred2018-12-24$24,573
Was this plan covered by a fidelity bond2018-12-24Yes
Value of fidelity bond cover2018-12-24$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-24$0
Were there any nonexempt tranactions with any party-in-interest2018-12-24Yes
Amount of non-exempt transactions with any party-in-interest2018-12-24$163,482
Liabilities. Value of operating payables at end of year2018-12-24$3,284,321
Liabilities. Value of operating payables at beginning of year2018-12-24$3,401,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-24No
Value of net income/loss2018-12-24$-512,993,238
Value of net assets at end of year (total assets less liabilities)2018-12-24$3,790,398,407
Value of net assets at beginning of year (total assets less liabilities)2018-12-24$4,303,391,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-24No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-24No
Were any leases to which the plan was party in default or uncollectible2018-12-24No
Investment advisory and management fees2018-12-24$2,851,809
Value of interest in master investment trust accounts at end of year2018-12-24$3,793,682,728
Value of interest in master investment trust accounts at beginning of year2018-12-24$3,976,793,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-24No
Was there a failure to transmit to the plan any participant contributions2018-12-24No
Has the plan failed to provide any benefit when due under the plan2018-12-24No
Employer contributions (assets) at end of year2018-12-24$0
Employer contributions (assets) at beginning of year2018-12-24$330,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-24$287,991,640
Contract administrator fees2018-12-24$407,939
Did the plan have assets held for investment2018-12-24No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-24No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-24No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-24Yes
Opinion of an independent qualified public accountant for this plan2018-12-24Disclaimer
Accountancy firm name2018-12-24MITCHELL & TITUS, LLP
Accountancy firm EIN2018-12-24132781641
2017 : LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-24$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-24$3,401,818
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-24$3,355,687
Total income from all sources (including contributions)2017-12-24$772,469,804
Total loss/gain on sale of assets2017-12-24$0
Total of all expenses incurred2017-12-24$275,816,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-24$272,415,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-24$330,000,000
Value of total assets at end of year2017-12-24$4,306,793,463
Value of total assets at beginning of year2017-12-24$3,810,094,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-24$3,401,818
Total interest from all sources2017-12-24$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-24$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-24No
Administrative expenses professional fees incurred2017-12-24$24,045
Was this plan covered by a fidelity bond2017-12-24Yes
Value of fidelity bond cover2017-12-24$100,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-24Yes
Amount of non-exempt transactions with any party-in-interest2017-12-24$163,482
Liabilities. Value of operating payables at end of year2017-12-24$3,401,818
Liabilities. Value of operating payables at beginning of year2017-12-24$3,355,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-24No
Value of net income/loss2017-12-24$496,652,932
Value of net assets at end of year (total assets less liabilities)2017-12-24$4,303,391,645
Value of net assets at beginning of year (total assets less liabilities)2017-12-24$3,806,738,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-24No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-24No
Were any leases to which the plan was party in default or uncollectible2017-12-24No
Investment advisory and management fees2017-12-24$2,907,951
Value of interest in master investment trust accounts at end of year2017-12-24$3,976,793,463
Value of interest in master investment trust accounts at beginning of year2017-12-24$3,810,094,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-24No
Was there a failure to transmit to the plan any participant contributions2017-12-24No
Has the plan failed to provide any benefit when due under the plan2017-12-24No
Contributions received in cash from employer2017-12-24$330,000,000
Employer contributions (assets) at end of year2017-12-24$330,000,000
Employer contributions (assets) at beginning of year2017-12-24$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-24$272,415,054
Contract administrator fees2017-12-24$469,822
Did the plan have assets held for investment2017-12-24No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-24No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-24No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-24Yes
Opinion of an independent qualified public accountant for this plan2017-12-24Disclaimer
Accountancy firm name2017-12-24MITCHELL & TITUS, LLP
Accountancy firm EIN2017-12-24132781641
2016 : LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-24$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-24$3,355,687
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-24$3,070,687
Total income from all sources (including contributions)2016-12-24$178,230,797
Total loss/gain on sale of assets2016-12-24$0
Total of all expenses incurred2016-12-24$272,846,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-24$269,491,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-24$0
Value of total assets at end of year2016-12-24$3,810,094,400
Value of total assets at beginning of year2016-12-24$3,904,425,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-24$3,355,687
Total interest from all sources2016-12-24$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-24$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-24No
Administrative expenses professional fees incurred2016-12-24$23,691
Was this plan covered by a fidelity bond2016-12-24Yes
Value of fidelity bond cover2016-12-24$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-24$0
Were there any nonexempt tranactions with any party-in-interest2016-12-24No
Liabilities. Value of operating payables at end of year2016-12-24$3,355,687
Liabilities. Value of operating payables at beginning of year2016-12-24$3,070,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-24No
Value of net income/loss2016-12-24$-94,615,939
Value of net assets at end of year (total assets less liabilities)2016-12-24$3,806,738,713
Value of net assets at beginning of year (total assets less liabilities)2016-12-24$3,901,354,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-24No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-24No
Were any leases to which the plan was party in default or uncollectible2016-12-24No
Investment advisory and management fees2016-12-24$499,209
Value of interest in master investment trust accounts at end of year2016-12-24$3,810,094,400
Value of interest in master investment trust accounts at beginning of year2016-12-24$3,904,425,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-24No
Was there a failure to transmit to the plan any participant contributions2016-12-24No
Has the plan failed to provide any benefit when due under the plan2016-12-24No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-24$269,491,049
Contract administrator fees2016-12-24$2,832,787
Did the plan have assets held for investment2016-12-24No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-24No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-24No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-24Yes
Opinion of an independent qualified public accountant for this plan2016-12-24Disclaimer
Accountancy firm name2016-12-24MITCHELL & TITUS, LLP
Accountancy firm EIN2016-12-24132781641
2015 : LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-24$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-24$3,070,687
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-24$3,859,849
Total income from all sources (including contributions)2015-12-24$-58,017,166
Total loss/gain on sale of assets2015-12-24$0
Total of all expenses incurred2015-12-24$268,987,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-24$265,916,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-24$0
Value of total assets at end of year2015-12-24$3,904,425,339
Value of total assets at beginning of year2015-12-24$4,232,218,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-24$3,070,687
Total interest from all sources2015-12-24$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-24$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-24No
Administrative expenses professional fees incurred2015-12-24$23,691
Was this plan covered by a fidelity bond2015-12-24Yes
Value of fidelity bond cover2015-12-24$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-24$0
Were there any nonexempt tranactions with any party-in-interest2015-12-24No
Liabilities. Value of operating payables at end of year2015-12-24$3,070,687
Liabilities. Value of operating payables at beginning of year2015-12-24$3,859,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-24No
Value of net income/loss2015-12-24$-327,004,210
Value of net assets at end of year (total assets less liabilities)2015-12-24$3,901,354,652
Value of net assets at beginning of year (total assets less liabilities)2015-12-24$4,228,358,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-24No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-24No
Were any leases to which the plan was party in default or uncollectible2015-12-24No
Investment advisory and management fees2015-12-24$2,420,453
Value of interest in master investment trust accounts at end of year2015-12-24$3,904,425,339
Value of interest in master investment trust accounts at beginning of year2015-12-24$4,232,218,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-24No
Was there a failure to transmit to the plan any participant contributions2015-12-24No
Has the plan failed to provide any benefit when due under the plan2015-12-24No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-24$265,916,357
Contract administrator fees2015-12-24$626,543
Did the plan have assets held for investment2015-12-24No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-24No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-24No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-24Yes
Opinion of an independent qualified public accountant for this plan2015-12-24Disclaimer
Accountancy firm name2015-12-24MITCHELL & TITUS, LLP
Accountancy firm EIN2015-12-24132781641
2014 : LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-24$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-24$3,859,849
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-24$2,612,379
Total income from all sources (including contributions)2014-12-24$293,873,445
Total loss/gain on sale of assets2014-12-24$0
Total of all expenses incurred2014-12-24$358,929,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-24$355,069,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-24$30,000,000
Value of total assets at end of year2014-12-24$4,232,218,711
Value of total assets at beginning of year2014-12-24$4,296,026,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-24$3,859,849
Total interest from all sources2014-12-24$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-24$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-24No
Administrative expenses professional fees incurred2014-12-24$57,627
Was this plan covered by a fidelity bond2014-12-24Yes
Value of fidelity bond cover2014-12-24$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-24$0
Were there any nonexempt tranactions with any party-in-interest2014-12-24No
Liabilities. Value of operating payables at end of year2014-12-24$3,859,849
Liabilities. Value of operating payables at beginning of year2014-12-24$2,612,379
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-24No
Value of net income/loss2014-12-24$-65,055,654
Value of net assets at end of year (total assets less liabilities)2014-12-24$4,228,358,862
Value of net assets at beginning of year (total assets less liabilities)2014-12-24$4,293,414,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-24No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-24No
Were any leases to which the plan was party in default or uncollectible2014-12-24No
Investment advisory and management fees2014-12-24$2,985,684
Value of interest in master investment trust accounts at end of year2014-12-24$4,232,218,711
Value of interest in master investment trust accounts at beginning of year2014-12-24$4,210,026,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-24No
Was there a failure to transmit to the plan any participant contributions2014-12-24No
Has the plan failed to provide any benefit when due under the plan2014-12-24No
Contributions received in cash from employer2014-12-24$30,000,000
Employer contributions (assets) at end of year2014-12-24$0
Employer contributions (assets) at beginning of year2014-12-24$86,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-24$355,069,250
Contract administrator fees2014-12-24$816,538
Did the plan have assets held for investment2014-12-24No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-24No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-24No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-24Yes
Opinion of an independent qualified public accountant for this plan2014-12-24Disclaimer
Accountancy firm name2014-12-24MITCHELL & TITUS, LLP
Accountancy firm EIN2014-12-24132781641
2013 : LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-24$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-24$2,612,379
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-24$2,849,488
Total income from all sources (including contributions)2013-12-24$493,237,269
Total loss/gain on sale of assets2013-12-24$0
Total of all expenses incurred2013-12-24$249,936,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-24$247,324,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-24$256,000,000
Value of total assets at end of year2013-12-24$4,296,026,895
Value of total assets at beginning of year2013-12-24$4,052,963,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-24$2,612,379
Total interest from all sources2013-12-24$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-24$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-24No
Administrative expenses professional fees incurred2013-12-24$23,157
Was this plan covered by a fidelity bond2013-12-24Yes
Value of fidelity bond cover2013-12-24$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-24$0
Were there any nonexempt tranactions with any party-in-interest2013-12-24No
Administrative expenses (other) incurred2013-12-24$1,317,227
Liabilities. Value of operating payables at end of year2013-12-24$2,612,379
Liabilities. Value of operating payables at beginning of year2013-12-24$2,849,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-24No
Value of net income/loss2013-12-24$243,300,384
Value of net assets at end of year (total assets less liabilities)2013-12-24$4,293,414,516
Value of net assets at beginning of year (total assets less liabilities)2013-12-24$4,050,114,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-24No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-24No
Were any leases to which the plan was party in default or uncollectible2013-12-24No
Investment advisory and management fees2013-12-24$1,271,995
Value of interest in master investment trust accounts at end of year2013-12-24$4,210,026,895
Value of interest in master investment trust accounts at beginning of year2013-12-24$3,852,963,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-24No
Was there a failure to transmit to the plan any participant contributions2013-12-24No
Has the plan failed to provide any benefit when due under the plan2013-12-24No
Contributions received in cash from employer2013-12-24$256,000,000
Employer contributions (assets) at end of year2013-12-24$86,000,000
Employer contributions (assets) at beginning of year2013-12-24$200,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-24$247,324,506
Did the plan have assets held for investment2013-12-24No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-24No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-24No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-24Yes
Opinion of an independent qualified public accountant for this plan2013-12-24Disclaimer
Accountancy firm name2013-12-24MITCHELL & TITUS, LLP
Accountancy firm EIN2013-12-24132781641
2012 : LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-24$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-24$2,849,488
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-24$2,759,137
Total income from all sources (including contributions)2012-12-24$890,904,649
Total loss/gain on sale of assets2012-12-24$0
Total of all expenses incurred2012-12-24$235,417,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-24$232,567,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-24$635,000,000
Value of total assets at end of year2012-12-24$4,052,963,620
Value of total assets at beginning of year2012-12-24$3,397,386,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-24$2,849,488
Total interest from all sources2012-12-24$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-24$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-24No
Administrative expenses professional fees incurred2012-12-24$22,815
Was this plan covered by a fidelity bond2012-12-24Yes
Value of fidelity bond cover2012-12-24$100,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-24No
Administrative expenses (other) incurred2012-12-24$1,710,502
Liabilities. Value of operating payables at end of year2012-12-24$2,849,488
Liabilities. Value of operating payables at beginning of year2012-12-24$2,759,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-24No
Value of net income/loss2012-12-24$655,487,249
Value of net assets at end of year (total assets less liabilities)2012-12-24$4,050,114,132
Value of net assets at beginning of year (total assets less liabilities)2012-12-24$3,394,626,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-24No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-24No
Were any leases to which the plan was party in default or uncollectible2012-12-24No
Investment advisory and management fees2012-12-24$1,116,171
Value of interest in master investment trust accounts at end of year2012-12-24$3,852,963,620
Value of interest in master investment trust accounts at beginning of year2012-12-24$3,255,799,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-24No
Was there a failure to transmit to the plan any participant contributions2012-12-24No
Has the plan failed to provide any benefit when due under the plan2012-12-24No
Contributions received in cash from employer2012-12-24$635,000,000
Employer contributions (assets) at end of year2012-12-24$200,000,000
Employer contributions (assets) at beginning of year2012-12-24$141,586,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-24$232,567,912
Did the plan have assets held for investment2012-12-24No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-24No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-24No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-24Yes
Opinion of an independent qualified public accountant for this plan2012-12-24Disclaimer
Accountancy firm name2012-12-24MITCHELL & TITUS, LLP
Accountancy firm EIN2012-12-24132781641
2011 : LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-24$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-24$2,759,137
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-24$5,993,517
Total income from all sources (including contributions)2011-12-24$424,507,447
Total loss/gain on sale of assets2011-12-24$0
Total of all expenses incurred2011-12-24$224,641,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-24$221,881,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-24$276,528,918
Value of total assets at end of year2011-12-24$3,397,386,020
Value of total assets at beginning of year2011-12-24$3,200,753,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-24$2,759,137
Total interest from all sources2011-12-24$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-24$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-24No
Administrative expenses professional fees incurred2011-12-24$22,215
Was this plan covered by a fidelity bond2011-12-24Yes
Value of fidelity bond cover2011-12-24$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-24$0
Were there any nonexempt tranactions with any party-in-interest2011-12-24No
Administrative expenses (other) incurred2011-12-24$1,458,344
Liabilities. Value of operating payables at end of year2011-12-24$2,759,137
Liabilities. Value of operating payables at beginning of year2011-12-24$5,993,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-24No
Value of net income/loss2011-12-24$199,866,433
Value of net assets at end of year (total assets less liabilities)2011-12-24$3,394,626,883
Value of net assets at beginning of year (total assets less liabilities)2011-12-24$3,194,760,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-24No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-24No
Were any leases to which the plan was party in default or uncollectible2011-12-24No
Investment advisory and management fees2011-12-24$1,278,578
Value of interest in master investment trust accounts at end of year2011-12-24$3,255,799,495
Value of interest in master investment trust accounts at beginning of year2011-12-24$3,157,882,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-24No
Was there a failure to transmit to the plan any participant contributions2011-12-24No
Has the plan failed to provide any benefit when due under the plan2011-12-24No
Contributions received in cash from employer2011-12-24$276,528,918
Employer contributions (assets) at end of year2011-12-24$141,586,525
Employer contributions (assets) at beginning of year2011-12-24$42,871,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-24$221,881,877
Did the plan have assets held for investment2011-12-24No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-24No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-24No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-24Yes
Opinion of an independent qualified public accountant for this plan2011-12-24Disclaimer
Accountancy firm name2011-12-24MITCHELL & TITUS, LLP
Accountancy firm EIN2011-12-24132781641
2010 : LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-24$0
2009 : LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES 2009 401k financial data
Total unrealized appreciation/depreciation of assets2009-12-24$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-24$5,542,573
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-24$6,442,443
Total income from all sources (including contributions)2009-12-24$955,813,545
Total loss/gain on sale of assets2009-12-24$0
Total of all expenses incurred2009-12-24$215,867,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-12-24$210,324,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-12-24$530,000,000
Value of total assets at end of year2009-12-24$2,856,595,732
Value of total assets at beginning of year2009-12-24$2,117,549,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-12-24$5,542,573
Total interest from all sources2009-12-24$0
Total dividends received (eg from common stock, registered investment company shares)2009-12-24$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-12-24No
Administrative expenses professional fees incurred2009-12-24$28,840
Was this plan covered by a fidelity bond2009-12-24Yes
Value of fidelity bond cover2009-12-24$100,000,000
Were there any nonexempt tranactions with any party-in-interest2009-12-24No
Administrative expenses (other) incurred2009-12-24$1,555,592
Liabilities. Value of operating payables at end of year2009-12-24$5,542,573
Liabilities. Value of operating payables at beginning of year2009-12-24$6,442,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-24No
Value of net income/loss2009-12-24$739,946,038
Value of net assets at end of year (total assets less liabilities)2009-12-24$2,851,053,159
Value of net assets at beginning of year (total assets less liabilities)2009-12-24$2,111,107,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-12-24No
Were any loans by the plan or fixed income obligations due to the plan in default2009-12-24No
Were any leases to which the plan was party in default or uncollectible2009-12-24No
Investment advisory and management fees2009-12-24$3,958,141
Value of interest in master investment trust accounts at end of year2009-12-24$2,546,595,732
Value of interest in master investment trust accounts at beginning of year2009-12-24$2,117,549,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-12-24No
Was there a failure to transmit to the plan any participant contributions2009-12-24No
Has the plan failed to provide any benefit when due under the plan2009-12-24No
Contributions received in cash from employer2009-12-24$530,000,000
Employer contributions (assets) at end of year2009-12-24$310,000,000
Employer contributions (assets) at beginning of year2009-12-24$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-12-24$210,324,934
Did the plan have assets held for investment2009-12-24No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-24No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-12-24No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-12-24No
Opinion of an independent qualified public accountant for this plan2009-12-24Unqualified
Accountancy firm name2009-12-24MITCHELL & TITUS, LLP
Accountancy firm EIN2009-12-24132781641

Form 5500 Responses for LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES

2019: LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES 2019 form 5500 responses
2019-12-25Type of plan entitySingle employer plan
2019-12-25Submission has been amendedNo
2019-12-25This submission is the final filingYes
2019-12-25This return/report is a short plan year return/report (less than 12 months)No
2019-12-25Plan is a collectively bargained planYes
2019-12-25Plan funding arrangement – TrustYes
2019-12-25Plan benefit arrangement – InsuranceYes
2019-12-25Plan benefit arrangement - TrustYes
2015: LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES 2015 form 5500 responses
2015-12-25Type of plan entitySingle employer plan
2015-12-25Submission has been amendedNo
2015-12-25This submission is the final filingNo
2015-12-25This return/report is a short plan year return/report (less than 12 months)No
2015-12-25Plan is a collectively bargained planYes
2015-12-25Plan funding arrangement – TrustYes
2015-12-25Plan benefit arrangement - TrustYes
2014: LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES 2014 form 5500 responses
2014-12-25Type of plan entitySingle employer plan
2014-12-25Submission has been amendedNo
2014-12-25This submission is the final filingNo
2014-12-25This return/report is a short plan year return/report (less than 12 months)No
2014-12-25Plan is a collectively bargained planYes
2014-12-25Plan funding arrangement – TrustYes
2014-12-25Plan benefit arrangement - TrustYes
2013: LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES 2013 form 5500 responses
2013-12-25Type of plan entitySingle employer plan
2013-12-25Submission has been amendedNo
2013-12-25This submission is the final filingNo
2013-12-25This return/report is a short plan year return/report (less than 12 months)No
2013-12-25Plan is a collectively bargained planYes
2013-12-25Plan funding arrangement – TrustYes
2013-12-25Plan benefit arrangement - TrustYes
2012: LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES 2012 form 5500 responses
2012-12-25Type of plan entitySingle employer plan
2012-12-25Submission has been amendedNo
2012-12-25This submission is the final filingNo
2012-12-25This return/report is a short plan year return/report (less than 12 months)No
2012-12-25Plan is a collectively bargained planYes
2012-12-25Plan funding arrangement – TrustYes
2012-12-25Plan benefit arrangement - TrustYes
2009: LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES 2009 form 5500 responses
2009-12-25Type of plan entitySingle employer plan
2009-12-25Submission has been amendedNo
2009-12-25This submission is the final filingNo
2009-12-25This return/report is a short plan year return/report (less than 12 months)No
2009-12-25Plan is a collectively bargained planYes
2009-12-25Plan funding arrangement – TrustYes
2009-12-25Plan benefit arrangement - TrustYes
2008: LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES 2008 form 5500 responses
2008-12-25Type of plan entitySingle employer plan
2008-12-25Submission has been amendedYes
2008-12-25This submission is the final filingNo
2008-12-25This return/report is a short plan year return/report (less than 12 months)No
2008-12-25Plan is a collectively bargained planYes
2008-12-25Plan funding arrangement – TrustYes
2008-12-25Plan benefit arrangement - TrustYes

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