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LOCKHEED MARTIN CORPORATION BASIC BENEFIT PLAN FOR HOURLY EMPLOYEES 401k Plan overview

Plan NameLOCKHEED MARTIN CORPORATION BASIC BENEFIT PLAN FOR HOURLY EMPLOYEES
Plan identification number 021

LOCKHEED MARTIN CORPORATION BASIC BENEFIT PLAN FOR HOURLY EMPLOYEES 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

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 CORPORATION BASIC BENEFIT PLAN FOR HOURLY EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0212017-01-01ROBERT MUENINGHOFF
0212016-01-01ROBERT MUENINGHOFF
0212015-01-01ROBERT MUENINGHOFF
0212014-01-01DONALD REMSCH DONALD REMSCH2015-09-30
0212013-01-01DONALD REMSCH DONALD REMSCH2014-10-02
0212012-01-01DONALD REMSCH DONALD REMSCH2013-10-13
0212011-01-01DONALD REMSCH DONALD REMSCH2012-09-19
0212009-01-01CLARE O'CALLAGHAN CLARE O'CALLAGHAN2010-09-29

Plan Statistics for LOCKHEED MARTIN CORPORATION BASIC BENEFIT PLAN FOR HOURLY EMPLOYEES

401k plan membership statisitcs for LOCKHEED MARTIN CORPORATION BASIC BENEFIT PLAN FOR HOURLY EMPLOYEES

Measure Date Value
2017
Total participants, beginning-of-year2017-01-018,586
Total number of active participants reported on line 7a of the Form 55002017-01-018,401
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01961
Total of all active and inactive participants2017-01-019,362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0165
Total participants2017-01-019,427
Number of participants with account balances2017-01-018,886
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016
Total participants, beginning-of-year2016-01-018,776
Total number of active participants reported on line 7a of the Form 55002016-01-017,580
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01933
Total of all active and inactive participants2016-01-018,513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0173
Total participants2016-01-018,586
Number of participants with account balances2016-01-018,318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015
Total participants, beginning-of-year2015-01-018,896
Total number of active participants reported on line 7a of the Form 55002015-01-017,794
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01908
Total of all active and inactive participants2015-01-018,702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0174
Total participants2015-01-018,776
Number of participants with account balances2015-01-018,562
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014
Total participants, beginning-of-year2014-01-019,473
Total number of active participants reported on line 7a of the Form 55002014-01-017,900
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01936
Total of all active and inactive participants2014-01-018,836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0160
Total participants2014-01-018,896
Number of participants with account balances2014-01-018,743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013
Total participants, beginning-of-year2013-01-0110,353
Total number of active participants reported on line 7a of the Form 55002013-01-018,598
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01815
Total of all active and inactive participants2013-01-019,413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0160
Total participants2013-01-019,473
Number of participants with account balances2013-01-019,333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012
Total participants, beginning-of-year2012-01-0110,815
Total number of active participants reported on line 7a of the Form 55002012-01-019,322
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01960
Total of all active and inactive participants2012-01-0110,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0171
Total participants2012-01-0110,353
Number of participants with account balances2012-01-0110,179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011
Total participants, beginning-of-year2011-01-0110,752
Total number of active participants reported on line 7a of the Form 55002011-01-019,713
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,035
Total of all active and inactive participants2011-01-0110,748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0167
Total participants2011-01-0110,815
Number of participants with account balances2011-01-0110,710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009
Total participants, beginning-of-year2009-01-017,248
Total number of active participants reported on line 7a of the Form 55002009-01-017,264
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01878
Total of all active and inactive participants2009-01-018,142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0154
Total participants2009-01-018,196
Number of participants with account balances2009-01-017,789
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 BASIC BENEFIT PLAN FOR HOURLY EMPLOYEES

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$4,186
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,880
Total income from all sources (including contributions)2018-12-31$-1,269,189
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,878,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,874,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,339,721
Value of total assets at end of year2018-12-31$42,604,265
Value of total assets at beginning of year2018-12-31$48,751,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,187
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$4,186
Liabilities. Value of operating payables at beginning of year2018-12-31$3,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,147,742
Value of net assets at end of year (total assets less liabilities)2018-12-31$42,600,079
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$48,747,821
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$1,487
Value of interest in master investment trust accounts at end of year2018-12-31$41,998,687
Value of interest in master investment trust accounts at beginning of year2018-12-31$48,240,363
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$2,339,721
Employer contributions (assets) at end of year2018-12-31$605,578
Employer contributions (assets) at beginning of year2018-12-31$511,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,874,366
Contract administrator fees2018-12-31$2,700
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$3,880
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,468
Total income from all sources (including contributions)2017-12-31$9,367,635
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,103,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,099,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,965,610
Value of total assets at end of year2017-12-31$48,751,701
Value of total assets at beginning of year2017-12-31$43,486,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,880
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$3,880
Liabilities. Value of operating payables at beginning of year2017-12-31$3,468
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$5,264,298
Value of net assets at end of year (total assets less liabilities)2017-12-31$48,747,821
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$43,483,523
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$846
Value of interest in master investment trust accounts at end of year2017-12-31$48,240,363
Value of interest in master investment trust accounts at beginning of year2017-12-31$43,016,961
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$1,965,610
Employer contributions (assets) at end of year2017-12-31$511,338
Employer contributions (assets) at beginning of year2017-12-31$470,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,099,457
Contract administrator fees2017-12-31$3,034
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$3,468
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,657
Total income from all sources (including contributions)2016-12-31$5,417,947
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,484,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,480,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,865,873
Value of total assets at end of year2016-12-31$43,486,991
Value of total assets at beginning of year2016-12-31$42,555,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,468
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$3,468
Liabilities. Value of operating payables at beginning of year2016-12-31$5,657
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$933,750
Value of net assets at end of year (total assets less liabilities)2016-12-31$43,483,523
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$42,549,773
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$1,384
Value of interest in master investment trust accounts at end of year2016-12-31$43,016,961
Value of interest in master investment trust accounts at beginning of year2016-12-31$42,085,400
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$1,865,873
Employer contributions (assets) at end of year2016-12-31$470,030
Employer contributions (assets) at beginning of year2016-12-31$470,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,480,729
Contract administrator fees2016-12-31$2,084
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$5,657
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,409
Total income from all sources (including contributions)2015-12-31$2,820,447
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,690,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,684,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,879,070
Value of total assets at end of year2015-12-31$42,555,430
Value of total assets at beginning of year2015-12-31$44,425,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,657
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$5,657
Liabilities. Value of operating payables at beginning of year2015-12-31$5,409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,869,943
Value of net assets at end of year (total assets less liabilities)2015-12-31$42,549,773
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$44,419,716
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$1,436
Value of interest in master investment trust accounts at end of year2015-12-31$42,085,400
Value of interest in master investment trust accounts at beginning of year2015-12-31$43,959,560
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$1,879,070
Employer contributions (assets) at end of year2015-12-31$470,030
Employer contributions (assets) at beginning of year2015-12-31$465,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,684,733
Contract administrator fees2015-12-31$4,221
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$5,409
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,752
Total income from all sources (including contributions)2014-12-31$5,764,283
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,261,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,255,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,932,345
Value of total assets at end of year2014-12-31$44,425,125
Value of total assets at beginning of year2014-12-31$43,923,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,409
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$5,409
Liabilities. Value of operating payables at beginning of year2014-12-31$6,752
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$503,160
Value of net assets at end of year (total assets less liabilities)2014-12-31$44,419,716
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$43,916,556
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$1,508
Value of interest in master investment trust accounts at end of year2014-12-31$43,959,560
Value of interest in master investment trust accounts at beginning of year2014-12-31$43,453,553
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$1,932,345
Employer contributions (assets) at end of year2014-12-31$465,565
Employer contributions (assets) at beginning of year2014-12-31$469,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,255,714
Contract administrator fees2014-12-31$3,901
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$6,752
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,140
Total income from all sources (including contributions)2013-12-31$7,979,074
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,307,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,300,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,924,820
Value of total assets at end of year2013-12-31$43,923,308
Value of total assets at beginning of year2013-12-31$40,251,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,752
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$6,752
Liabilities. Value of operating payables at beginning of year2013-12-31$7,140
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$3,671,927
Value of net assets at end of year (total assets less liabilities)2013-12-31$43,916,556
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$40,244,629
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$1,468
Value of interest in master investment trust accounts at end of year2013-12-31$43,453,553
Value of interest in master investment trust accounts at beginning of year2013-12-31$39,735,659
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$1,924,820
Employer contributions (assets) at end of year2013-12-31$469,755
Employer contributions (assets) at beginning of year2013-12-31$516,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,300,395
Contract administrator fees2013-12-31$5,284
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$7,140
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$31,427
Total income from all sources (including contributions)2012-12-31$5,829,682
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,842,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,834,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,132,985
Value of total assets at end of year2012-12-31$40,251,769
Value of total assets at beginning of year2012-12-31$38,288,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,139
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$7,140
Liabilities. Value of operating payables at beginning of year2012-12-31$31,427
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$1,987,564
Value of net assets at end of year (total assets less liabilities)2012-12-31$40,244,629
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$38,257,065
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$1,956
Value of interest in master investment trust accounts at end of year2012-12-31$39,735,659
Value of interest in master investment trust accounts at beginning of year2012-12-31$37,733,202
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$2,132,985
Employer contributions (assets) at end of year2012-12-31$516,110
Employer contributions (assets) at beginning of year2012-12-31$555,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,834,979
Contract administrator fees2012-12-31$5,183
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$31,427
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$11,353
Total income from all sources (including contributions)2011-12-31$3,373,210
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,342,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,222,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,238,495
Value of total assets at end of year2011-12-31$38,288,492
Value of total assets at beginning of year2011-12-31$38,237,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$119,677
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
Participant contributions at end of year2011-12-31$555,290
Participant contributions at beginning of year2011-12-31$496,665
Administrative expenses (other) incurred2011-12-31$119,677
Liabilities. Value of operating payables at end of year2011-12-31$31,427
Liabilities. Value of operating payables at beginning of year2011-12-31$11,353
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$30,782
Value of net assets at end of year (total assets less liabilities)2011-12-31$38,257,065
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$38,226,283
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$37,733,202
Value of interest in master investment trust accounts at beginning of year2011-12-31$37,740,971
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$2,238,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,222,751
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$11,353
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$11,040
Total income from all sources (including contributions)2010-12-31$4,476,529
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,568,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,490,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,907,390
Value of total assets at end of year2010-12-31$38,237,636
Value of total assets at beginning of year2010-12-31$36,329,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$78,671
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
Participant contributions at end of year2010-12-31$496,665
Participant contributions at beginning of year2010-12-31$446,935
Administrative expenses (other) incurred2010-12-31$78,671
Liabilities. Value of operating payables at end of year2010-12-31$11,353
Liabilities. Value of operating payables at beginning of year2010-12-31$11,040
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$1,907,810
Value of net assets at end of year (total assets less liabilities)2010-12-31$38,226,283
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$36,318,473
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$37,740,971
Value of interest in master investment trust accounts at beginning of year2010-12-31$35,882,578
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$1,907,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,490,048
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 & 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
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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