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LOCKHEED MARTIN CORPORATION CAPITAL ACCUMULATION PLAN FOR HOURLY EES 401k Plan overview

Plan NameLOCKHEED MARTIN CORPORATION CAPITAL ACCUMULATION PLAN FOR HOURLY EES
Plan identification number 020

LOCKHEED MARTIN CORPORATION CAPITAL ACCUMULATION PLAN FOR HOURLY EES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 CORPORATION CAPITAL ACCUMULATION PLAN FOR HOURLY EES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0202017-01-01ROBERT MUENINGHOFF
0202016-01-01ROBERT MUENINGHOFF
0202015-01-01ROBERT MUENINGHOFF
0202014-01-01DONALD REMSCH DONALD REMSCH2015-09-30
0202013-01-01DONALD REMSCH DONALD REMSCH2014-10-02
0202012-01-01DONALD REMSCH DONALD REMSCH2013-10-13
0202011-01-01DONALD REMSCH DONALD REMSCH2012-09-19
0202010-01-01DONALD REMSCH DONALD REMSCH2011-09-02
0202009-01-01CLARE O'CALLAGHAN CLARE O'CALLAGHAN2010-09-30

Plan Statistics for LOCKHEED MARTIN CORPORATION CAPITAL ACCUMULATION PLAN FOR HOURLY EES

401k plan membership statisitcs for LOCKHEED MARTIN CORPORATION CAPITAL ACCUMULATION PLAN FOR HOURLY EES

Measure Date Value
2017
Total participants, beginning-of-year2017-01-011,609
Total number of active participants reported on line 7a of the Form 55002017-01-011,946
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01174
Total of all active and inactive participants2017-01-012,120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-019
Total participants2017-01-012,129
Number of participants with account balances2017-01-011,876
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016
Total participants, beginning-of-year2016-01-011,360
Total number of active participants reported on line 7a of the Form 55002016-01-011,439
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01162
Total of all active and inactive participants2016-01-011,601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-018
Total participants2016-01-011,609
Number of participants with account balances2016-01-011,471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015
Total participants, beginning-of-year2015-01-011,084
Total number of active participants reported on line 7a of the Form 55002015-01-011,172
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01180
Total of all active and inactive participants2015-01-011,352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-011,360
Number of participants with account balances2015-01-011,273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014
Total participants, beginning-of-year2014-01-011,030
Total number of active participants reported on line 7a of the Form 55002014-01-01927
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01148
Total of all active and inactive participants2014-01-011,075
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-019
Total participants2014-01-011,084
Number of participants with account balances2014-01-011,009
2013
Total participants, beginning-of-year2013-01-011,023
Total number of active participants reported on line 7a of the Form 55002013-01-01895
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01124
Total of all active and inactive participants2013-01-011,019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0111
Total participants2013-01-011,030
Number of participants with account balances2013-01-01970
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012
Total participants, beginning-of-year2012-01-011,132
Total number of active participants reported on line 7a of the Form 55002012-01-01810
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01203
Total of all active and inactive participants2012-01-011,013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0110
Total participants2012-01-011,023
Number of participants with account balances2012-01-011,002
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011
Total participants, beginning-of-year2011-01-01618
Total number of active participants reported on line 7a of the Form 55002011-01-01957
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01165
Total of all active and inactive participants2011-01-011,122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0110
Total participants2011-01-011,132
Number of participants with account balances2011-01-011,089
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010
Total participants, beginning-of-year2010-01-01410
Total number of active participants reported on line 7a of the Form 55002010-01-01469
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01141
Total of all active and inactive participants2010-01-01610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-018
Total participants2010-01-01618
Number of participants with account balances2010-01-01590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009
Total participants, beginning-of-year2009-01-01262
Total number of active participants reported on line 7a of the Form 55002009-01-01258
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01142
Total of all active and inactive participants2009-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-019
Total participants2009-01-01410
Number of participants with account balances2009-01-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LOCKHEED MARTIN CORPORATION CAPITAL ACCUMULATION PLAN FOR HOURLY EES

Measure Date Value
2018
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,218
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$778
Total income from all sources (including contributions)2018-12-31$2,747,772
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$889,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$888,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,841,800
Value of total assets at end of year2018-12-31$13,256,811
Value of total assets at beginning of year2018-12-31$11,398,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,217
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$100,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31Yes
Amount of non-exempt transactions with any party-in-interest2018-12-31$1
Liabilities. Value of operating payables at end of year2018-12-31$1,218
Liabilities. Value of operating payables at beginning of year2018-12-31$778
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,858,081
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,255,593
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,397,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$432
Value of interest in master investment trust accounts at end of year2018-12-31$12,214,561
Value of interest in master investment trust accounts at beginning of year2018-12-31$10,713,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,841,800
Employer contributions (assets) at end of year2018-12-31$1,042,250
Employer contributions (assets) at beginning of year2018-12-31$684,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$888,474
Contract administrator fees2018-12-31$785
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MITCHELL & TITUS LLP
Accountancy firm EIN2018-12-31132781641
2017
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$778
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$608
Total income from all sources (including contributions)2017-12-31$4,022,684
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$566,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$565,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,490,850
Value of total assets at end of year2017-12-31$11,398,290
Value of total assets at beginning of year2017-12-31$7,941,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$778
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$100,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Liabilities. Value of operating payables at end of year2017-12-31$778
Liabilities. Value of operating payables at beginning of year2017-12-31$608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,456,277
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,397,512
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,941,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$188
Value of interest in master investment trust accounts at end of year2017-12-31$10,713,490
Value of interest in master investment trust accounts at beginning of year2017-12-31$7,546,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,490,850
Employer contributions (assets) at end of year2017-12-31$684,800
Employer contributions (assets) at beginning of year2017-12-31$395,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$565,629
Contract administrator fees2017-12-31$590
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MITCHELL & TITUS LLP
Accountancy firm EIN2017-12-31132781641
2016
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$608
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$554
Total income from all sources (including contributions)2016-12-31$2,243,738
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$454,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$453,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,663,625
Value of total assets at end of year2016-12-31$7,941,843
Value of total assets at beginning of year2016-12-31$6,152,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$608
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Liabilities. Value of operating payables at end of year2016-12-31$608
Liabilities. Value of operating payables at beginning of year2016-12-31$554
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,789,506
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,941,235
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,151,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$243
Value of interest in master investment trust accounts at end of year2016-12-31$7,546,643
Value of interest in master investment trust accounts at beginning of year2016-12-31$5,757,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,663,625
Employer contributions (assets) at end of year2016-12-31$395,200
Employer contributions (assets) at beginning of year2016-12-31$395,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$453,624
Contract administrator fees2016-12-31$365
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MITCHELL & TITUS LLP
Accountancy firm EIN2016-12-31132781641
2015
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$554
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$834
Total income from all sources (including contributions)2015-12-31$1,419,320
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$537,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$537,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,429,669
Value of total assets at end of year2015-12-31$6,152,283
Value of total assets at beginning of year2015-12-31$5,270,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$553
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$100,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Liabilities. Value of operating payables at end of year2015-12-31$554
Liabilities. Value of operating payables at beginning of year2015-12-31$834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$881,701
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,151,729
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,270,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$196
Value of interest in master investment trust accounts at end of year2015-12-31$5,757,083
Value of interest in master investment trust accounts at beginning of year2015-12-31$4,979,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,429,669
Employer contributions (assets) at end of year2015-12-31$395,200
Employer contributions (assets) at beginning of year2015-12-31$291,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$537,066
Contract administrator fees2015-12-31$357
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MITCHELL & TITUS LLP
Accountancy firm EIN2015-12-31132781641
2014
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$834
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$763
Total income from all sources (including contributions)2014-12-31$1,432,458
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$653,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$652,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,089,287
Value of total assets at end of year2014-12-31$5,270,862
Value of total assets at beginning of year2014-12-31$4,491,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$835
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Liabilities. Value of operating payables at end of year2014-12-31$834
Liabilities. Value of operating payables at beginning of year2014-12-31$763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$778,793
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,270,028
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,491,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$171
Value of interest in master investment trust accounts at end of year2014-12-31$4,979,812
Value of interest in master investment trust accounts at beginning of year2014-12-31$4,238,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,089,287
Employer contributions (assets) at end of year2014-12-31$291,050
Employer contributions (assets) at beginning of year2014-12-31$253,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$652,830
Contract administrator fees2014-12-31$664
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MITCHELL & TITUS LLP
Accountancy firm EIN2014-12-31132781641
2013
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$763
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$740
Total income from all sources (including contributions)2013-12-31$1,568,727
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$514,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$513,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$930,800
Value of total assets at end of year2013-12-31$4,491,998
Value of total assets at beginning of year2013-12-31$3,437,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$763
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Liabilities. Value of operating payables at end of year2013-12-31$763
Liabilities. Value of operating payables at beginning of year2013-12-31$740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,054,645
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,491,235
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,436,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$144
Value of interest in master investment trust accounts at end of year2013-12-31$4,238,498
Value of interest in master investment trust accounts at beginning of year2013-12-31$3,217,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$930,800
Employer contributions (assets) at end of year2013-12-31$253,500
Employer contributions (assets) at beginning of year2013-12-31$220,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$513,319
Contract administrator fees2013-12-31$619
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MITCHELL & TITUS LLP
Accountancy firm EIN2013-12-31132781641
2012
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$740
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,388
Total income from all sources (including contributions)2012-12-31$1,295,969
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$632,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$631,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$951,925
Value of total assets at end of year2012-12-31$3,437,330
Value of total assets at beginning of year2012-12-31$2,776,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$740
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Liabilities. Value of operating payables at end of year2012-12-31$740
Liabilities. Value of operating payables at beginning of year2012-12-31$3,388
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$663,870
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,436,590
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,772,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$158
Value of interest in master investment trust accounts at end of year2012-12-31$3,217,030
Value of interest in master investment trust accounts at beginning of year2012-12-31$2,525,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$951,925
Employer contributions (assets) at end of year2012-12-31$220,300
Employer contributions (assets) at beginning of year2012-12-31$250,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$631,359
Contract administrator fees2012-12-31$582
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MITCHELL & TITUS LLP
Accountancy firm EIN2012-12-31132781641
2011
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,388
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$439
Total income from all sources (including contributions)2011-12-31$813,108
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$263,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$243,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$787,375
Value of total assets at end of year2011-12-31$2,776,108
Value of total assets at beginning of year2011-12-31$2,223,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$19,325
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$19,325
Liabilities. Value of operating payables at end of year2011-12-31$3,388
Liabilities. Value of operating payables at beginning of year2011-12-31$439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$549,997
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,772,720
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,222,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in master investment trust accounts at end of year2011-12-31$2,525,233
Value of interest in master investment trust accounts at beginning of year2011-12-31$2,157,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$787,375
Employer contributions (assets) at end of year2011-12-31$250,875
Employer contributions (assets) at beginning of year2011-12-31$66,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$243,786
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MITCHELL AND TITUS LLP
Accountancy firm EIN2011-12-31132781641
2010
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$439
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$343
Total income from all sources (including contributions)2010-12-31$388,008
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$208,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$202,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$253,025
Value of total assets at end of year2010-12-31$2,223,162
Value of total assets at beginning of year2010-12-31$2,043,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,932
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$5,932
Liabilities. Value of operating payables at end of year2010-12-31$439
Liabilities. Value of operating payables at beginning of year2010-12-31$343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$179,611
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,222,723
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,043,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in master investment trust accounts at end of year2010-12-31$2,157,112
Value of interest in master investment trust accounts at beginning of year2010-12-31$1,989,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$253,025
Employer contributions (assets) at end of year2010-12-31$66,050
Employer contributions (assets) at beginning of year2010-12-31$53,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$202,465
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MITCHELL AND TITUS LLP
Accountancy firm EIN2010-12-31132781641
2009
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses

2017
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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