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LOCKHEED MARTIN ACCOUNT BALANCE RETIREMENT PLAN 401k Plan overview

Plan NameLOCKHEED MARTIN ACCOUNT BALANCE RETIREMENT PLAN
Plan identification number 016

LOCKHEED MARTIN ACCOUNT BALANCE RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • 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).
  • 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).
  • 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

Additional information about LOCKHEED MARTIN CORPORATION

Jurisdiction of Incorporation: Maryland Secretary of State
Incorporation Date:
Company Identification Number: D03964756

More information about LOCKHEED MARTIN CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCKHEED MARTIN ACCOUNT BALANCE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0162015-12-25ROBERT MUENINGHOFF
0162014-12-25ROBERT MUENINGHOFF
0162013-12-25DONALD REMSCH DONALD REMSCH2015-10-13
0162012-12-25DONALD REMSCH DONALD REMSCH2014-10-12
0162011-12-25DONALD REMSCH DONALD REMSCH2013-10-11
0162010-12-25DONALD REMSCH DONALD REMSCH2012-10-12
0162009-12-25DONALD REMSCH DONALD REMSCH2011-10-14
0162008-12-25

Plan Statistics for LOCKHEED MARTIN ACCOUNT BALANCE RETIREMENT PLAN

401k plan membership statisitcs for LOCKHEED MARTIN ACCOUNT BALANCE RETIREMENT PLAN

Measure Date Value
2015
Total participants, beginning-of-year2015-12-25497
Total number of active participants reported on line 7a of the Form 55002015-12-256
Number of retired or separated participants receiving benefits2015-12-25159
Number of other retired or separated participants entitled to future benefits2015-12-25291
Total of all active and inactive participants2015-12-25456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-12-2520
Total participants2015-12-25476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-12-250
2014
Total participants, beginning-of-year2014-12-25517
Total number of active participants reported on line 7a of the Form 55002014-12-258
Number of retired or separated participants receiving benefits2014-12-25156
Number of other retired or separated participants entitled to future benefits2014-12-25315
Total of all active and inactive participants2014-12-25479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-12-2518
Total participants2014-12-25497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-12-250
2013
Total participants, beginning-of-year2013-12-25529
Total number of active participants reported on line 7a of the Form 55002013-12-2510
Number of retired or separated participants receiving benefits2013-12-25153
Number of other retired or separated participants entitled to future benefits2013-12-25337
Total of all active and inactive participants2013-12-25500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-12-2517
Total participants2013-12-25517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-12-250
2012
Total participants, beginning-of-year2012-12-25554
Total number of active participants reported on line 7a of the Form 55002012-12-259
Number of retired or separated participants receiving benefits2012-12-25149
Number of other retired or separated participants entitled to future benefits2012-12-25356
Total of all active and inactive participants2012-12-25514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-12-2515
Total participants2012-12-25529
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-12-250
2011
Total participants, beginning-of-year2011-12-25578
Total number of active participants reported on line 7a of the Form 55002011-12-2513
Number of retired or separated participants receiving benefits2011-12-25140
Number of other retired or separated participants entitled to future benefits2011-12-25387
Total of all active and inactive participants2011-12-25540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-12-2514
Total participants2011-12-25554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-12-250
2010
Total participants, beginning-of-year2010-12-25586
Total number of active participants reported on line 7a of the Form 55002010-12-2545
Number of retired or separated participants receiving benefits2010-12-25131
Number of other retired or separated participants entitled to future benefits2010-12-25386
Total of all active and inactive participants2010-12-25562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-12-2516
Total participants2010-12-25578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-12-250
2009
Total participants, beginning-of-year2009-12-25603
Total number of active participants reported on line 7a of the Form 55002009-12-2546
Number of retired or separated participants receiving benefits2009-12-25129
Number of other retired or separated participants entitled to future benefits2009-12-25396
Total of all active and inactive participants2009-12-25571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-12-2515
Total participants2009-12-25586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-12-250

Financial Data on LOCKHEED MARTIN ACCOUNT BALANCE RETIREMENT PLAN

Measure Date Value
2017
Total unrealized appreciation/depreciation of assets2017-12-24$0
Total transfer of assets to this plan2017-12-24$8,442,743
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-24$85,826
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-24$58,383
Total income from all sources (including contributions)2017-12-24$8,909,722
Total loss/gain on sale of assets2017-12-24$0
Total of all expenses incurred2017-12-24$618,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-24$532,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-24$0
Value of total assets at end of year2017-12-24$86,001,958
Value of total assets at beginning of year2017-12-24$69,240,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-24$85,826
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$15,320
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$3,046
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-24$8,442,743
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-24$0
Liabilities. Value of operating payables at end of year2017-12-24$85,826
Liabilities. Value of operating payables at beginning of year2017-12-24$58,383
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$8,291,659
Value of net assets at end of year (total assets less liabilities)2017-12-24$85,916,132
Value of net assets at beginning of year (total assets less liabilities)2017-12-24$69,181,730
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$62,887
Value of interest in master investment trust accounts at end of year2017-12-24$77,559,215
Value of interest in master investment trust accounts at beginning of year2017-12-24$69,240,113
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-24$532,237
Contract administrator fees2017-12-24$7,619
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
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$58,383
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-24$50,901
Total income from all sources (including contributions)2016-12-24$3,421,484
Total loss/gain on sale of assets2016-12-24$0
Total of all expenses incurred2016-12-24$1,037,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-24$978,745
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$69,240,113
Value of total assets at beginning of year2016-12-24$66,848,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-24$58,383
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$4,413
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$58,383
Liabilities. Value of operating payables at beginning of year2016-12-24$50,901
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$2,384,356
Value of net assets at end of year (total assets less liabilities)2016-12-24$69,181,730
Value of net assets at beginning of year (total assets less liabilities)2016-12-24$66,797,374
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$51,480
Value of interest in master investment trust accounts at end of year2016-12-24$69,240,113
Value of interest in master investment trust accounts at beginning of year2016-12-24$66,848,275
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$978,745
Contract administrator fees2016-12-24$2,490
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
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$50,901
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-24$58,215
Total income from all sources (including contributions)2015-12-24$-935,555
Total loss/gain on sale of assets2015-12-24$0
Total of all expenses incurred2015-12-24$904,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-24$853,452
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$66,848,275
Value of total assets at beginning of year2015-12-24$68,695,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-24$50,901
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$5,980
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$50,901
Liabilities. Value of operating payables at beginning of year2015-12-24$58,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-24No
Value of net income/loss2015-12-24$-1,839,908
Value of net assets at end of year (total assets less liabilities)2015-12-24$66,797,374
Value of net assets at beginning of year (total assets less liabilities)2015-12-24$68,637,282
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$41,441
Value of interest in master investment trust accounts at end of year2015-12-24$66,848,275
Value of interest in master investment trust accounts at beginning of year2015-12-24$68,695,497
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$853,452
Contract administrator fees2015-12-24$3,480
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
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$58,215
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-24$46,110
Total income from all sources (including contributions)2014-12-24$4,171,308
Total loss/gain on sale of assets2014-12-24$0
Total of all expenses incurred2014-12-24$865,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-24$806,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-24$0
Value of total assets at end of year2014-12-24$68,695,497
Value of total assets at beginning of year2014-12-24$65,377,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-24$58,215
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$4,953
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$58,215
Liabilities. Value of operating payables at beginning of year2014-12-24$46,110
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$3,306,224
Value of net assets at end of year (total assets less liabilities)2014-12-24$68,637,282
Value of net assets at beginning of year (total assets less liabilities)2014-12-24$65,331,058
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$48,462
Value of interest in master investment trust accounts at end of year2014-12-24$68,695,497
Value of interest in master investment trust accounts at beginning of year2014-12-24$65,377,168
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-24$806,869
Contract administrator fees2014-12-24$4,800
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
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$46,110
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-24$39,717
Total income from all sources (including contributions)2013-12-24$3,873,404
Total loss/gain on sale of assets2013-12-24$0
Total of all expenses incurred2013-12-24$1,566,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-24$1,519,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-24$0
Value of total assets at end of year2013-12-24$65,377,168
Value of total assets at beginning of year2013-12-24$63,063,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-24$46,110
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$6,854
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$19,504
Liabilities. Value of operating payables at end of year2013-12-24$46,110
Liabilities. Value of operating payables at beginning of year2013-12-24$39,717
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$2,307,310
Value of net assets at end of year (total assets less liabilities)2013-12-24$65,331,058
Value of net assets at beginning of year (total assets less liabilities)2013-12-24$63,023,748
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$19,752
Value of interest in master investment trust accounts at end of year2013-12-24$65,377,168
Value of interest in master investment trust accounts at beginning of year2013-12-24$63,063,465
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-24$1,519,984
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
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$39,717
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-24$40,372
Total income from all sources (including contributions)2012-12-24$4,738,195
Total loss/gain on sale of assets2012-12-24$0
Total of all expenses incurred2012-12-24$953,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-24$914,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-24$0
Value of total assets at end of year2012-12-24$63,063,465
Value of total assets at beginning of year2012-12-24$59,279,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-24$39,717
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$4,327
Was this plan covered by a fidelity bond2012-12-24Yes
Value of fidelity bond cover2012-12-24$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-24$0
Were there any nonexempt tranactions with any party-in-interest2012-12-24No
Administrative expenses (other) incurred2012-12-24$17,121
Liabilities. Value of operating payables at end of year2012-12-24$39,717
Liabilities. Value of operating payables at beginning of year2012-12-24$40,372
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$3,784,212
Value of net assets at end of year (total assets less liabilities)2012-12-24$63,023,748
Value of net assets at beginning of year (total assets less liabilities)2012-12-24$59,239,536
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$18,269
Value of interest in master investment trust accounts at end of year2012-12-24$63,063,465
Value of interest in master investment trust accounts at beginning of year2012-12-24$59,279,908
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-24$914,266
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
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$40,372
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-24$76,550
Total income from all sources (including contributions)2011-12-24$2,794,218
Total loss/gain on sale of assets2011-12-24$0
Total of all expenses incurred2011-12-24$1,016,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-24$976,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-24$0
Value of total assets at end of year2011-12-24$59,279,908
Value of total assets at beginning of year2011-12-24$57,538,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-24$40,372
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$5,548
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$11,544
Liabilities. Value of operating payables at end of year2011-12-24$40,372
Liabilities. Value of operating payables at beginning of year2011-12-24$76,550
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$1,777,689
Value of net assets at end of year (total assets less liabilities)2011-12-24$59,239,536
Value of net assets at beginning of year (total assets less liabilities)2011-12-24$57,461,847
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$23,280
Value of interest in master investment trust accounts at end of year2011-12-24$59,279,908
Value of interest in master investment trust accounts at beginning of year2011-12-24$57,538,397
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-24$976,157
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-24$0

Form 5500 Responses

2015
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 planNo
2015-12-25Plan funding arrangement – TrustYes
2015-12-25Plan benefit arrangement - TrustYes
2014
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 planNo
2014-12-25Plan funding arrangement – TrustYes
2014-12-25Plan benefit arrangement - TrustYes
2013
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 planNo
2013-12-25Plan funding arrangement – TrustYes
2013-12-25Plan benefit arrangement - TrustYes
2012
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 planNo
2012-12-25Plan funding arrangement – TrustYes
2012-12-25Plan benefit arrangement - TrustYes
2011
2011-12-25Type of plan entitySingle employer plan
2011-12-25Submission has been amendedNo
2011-12-25This submission is the final filingNo
2011-12-25This return/report is a short plan year return/report (less than 12 months)No
2011-12-25Plan is a collectively bargained planNo
2011-12-25Plan funding arrangement – TrustYes
2011-12-25Plan benefit arrangement - TrustYes
2010
2010-12-25Type of plan entitySingle employer plan
2010-12-25Submission has been amendedNo
2010-12-25This submission is the final filingNo
2010-12-25This return/report is a short plan year return/report (less than 12 months)No
2010-12-25Plan is a collectively bargained planNo
2010-12-25Plan funding arrangement – TrustYes
2010-12-25Plan benefit arrangement - TrustYes
2009
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 planNo
2009-12-25Plan funding arrangement – TrustYes
2009-12-25Plan benefit arrangement - TrustYes
2008
2008-12-25Type of plan entitySingle employer plan
2008-12-25Submission has been amendedNo
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 planNo

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