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LOCKHEED MARTIN MISSILES AND FIRE CONTROL DALLAS HOURLY RETIREMENT PLAN 401k Plan overview

Plan NameLOCKHEED MARTIN MISSILES AND FIRE CONTROL DALLAS HOURLY RETIREMENT PLAN
Plan identification number 039

LOCKHEED MARTIN MISSILES AND FIRE CONTROL DALLAS HOURLY RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

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

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 MISSILES AND FIRE CONTROL DALLAS HOURLY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0392017-01-01ROBERT MUENINGHOFF
0392016-01-01ROBERT MUENINGHOFF
0392015-01-01ROBERT MUENINGHOFF
0392014-01-01DONALD REMSCH DONALD REMSCH2015-10-12
0392013-01-01DONALD REMSCH DONALD REMSCH2014-10-14
0392012-01-01DONALD REMSCH DONALD REMSCH2013-10-13
0392010-01-01DONALD REMSCH DONALD REMSCH2011-10-14
0392009-01-01CLARE O'CALLAGHAN CLARE O'CALLAGHAN2010-10-12

Plan Statistics for LOCKHEED MARTIN MISSILES AND FIRE CONTROL DALLAS HOURLY RETIREMENT PLAN

401k plan membership statisitcs for LOCKHEED MARTIN MISSILES AND FIRE CONTROL DALLAS HOURLY RETIREMENT PLAN

Measure Date Value
2017
Total participants, beginning-of-year2017-01-01800
Total number of active participants reported on line 7a of the Form 55002017-01-01162
Number of retired or separated participants receiving benefits2017-01-01265
Number of other retired or separated participants entitled to future benefits2017-01-01254
Total of all active and inactive participants2017-01-01681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0178
Total participants2017-01-01759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016
Total participants, beginning-of-year2016-01-01814
Total number of active participants reported on line 7a of the Form 55002016-01-01187
Number of retired or separated participants receiving benefits2016-01-01254
Number of other retired or separated participants entitled to future benefits2016-01-01290
Total of all active and inactive participants2016-01-01731
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0169
Total participants2016-01-01800
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015
Total participants, beginning-of-year2015-01-01841
Total number of active participants reported on line 7a of the Form 55002015-01-01194
Number of retired or separated participants receiving benefits2015-01-01257
Number of other retired or separated participants entitled to future benefits2015-01-01296
Total of all active and inactive participants2015-01-01747
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0167
Total participants2015-01-01814
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014
Total participants, beginning-of-year2014-01-01838
Total number of active participants reported on line 7a of the Form 55002014-01-01218
Number of retired or separated participants receiving benefits2014-01-01259
Number of other retired or separated participants entitled to future benefits2014-01-01305
Total of all active and inactive participants2014-01-01782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0159
Total participants2014-01-01841
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013
Total participants, beginning-of-year2013-01-01836
Total number of active participants reported on line 7a of the Form 55002013-01-01228
Number of retired or separated participants receiving benefits2013-01-01243
Number of other retired or separated participants entitled to future benefits2013-01-01312
Total of all active and inactive participants2013-01-01783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0155
Total participants2013-01-01838
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012
Total participants, beginning-of-year2012-01-01846
Total number of active participants reported on line 7a of the Form 55002012-01-01240
Number of retired or separated participants receiving benefits2012-01-01234
Number of other retired or separated participants entitled to future benefits2012-01-01315
Total of all active and inactive participants2012-01-01789
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0147
Total participants2012-01-01836
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2010
Total participants, beginning-of-year2010-01-01834
Total number of active participants reported on line 7a of the Form 55002010-01-01265
Number of retired or separated participants receiving benefits2010-01-01223
Number of other retired or separated participants entitled to future benefits2010-01-01327
Total of all active and inactive participants2010-01-01815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0133
Total participants2010-01-01848
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009
Total participants, beginning-of-year2009-01-01805
Total number of active participants reported on line 7a of the Form 55002009-01-01252
Number of retired or separated participants receiving benefits2009-01-01220
Number of other retired or separated participants entitled to future benefits2009-01-01329
Total of all active and inactive participants2009-01-01801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0133
Total participants2009-01-01834
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LOCKHEED MARTIN MISSILES AND FIRE CONTROL DALLAS HOURLY RETIREMENT PLAN

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$74,465
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$73,853
Total income from all sources (including contributions)2018-12-31$-4,269,257
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,225,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,151,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$72,665,262
Value of total assets at beginning of year2018-12-31$81,159,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$74,465
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
Administrative expenses professional fees incurred2018-12-31$14,034
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$100,000,000
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$1,886
Liabilities. Value of operating payables at end of year2018-12-31$74,465
Liabilities. Value of operating payables at beginning of year2018-12-31$73,853
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-8,495,082
Value of net assets at end of year (total assets less liabilities)2018-12-31$72,590,797
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$81,085,879
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$54,624
Value of interest in master investment trust accounts at end of year2018-12-31$72,665,262
Value of interest in master investment trust accounts at beginning of year2018-12-31$70,159,732
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
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$11,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,151,360
Contract administrator fees2018-12-31$5,807
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
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$73,853
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$71,545
Total income from all sources (including contributions)2017-12-31$18,792,739
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,784,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,711,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,000,000
Value of total assets at end of year2017-12-31$81,159,732
Value of total assets at beginning of year2017-12-31$66,149,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$73,853
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
Administrative expenses professional fees incurred2017-12-31$13,731
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$100,000,000
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-interest2017-12-31Yes
Amount of non-exempt transactions with any party-in-interest2017-12-31$1,886
Liabilities. Value of operating payables at end of year2017-12-31$73,853
Liabilities. Value of operating payables at beginning of year2017-12-31$71,545
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$15,007,800
Value of net assets at end of year (total assets less liabilities)2017-12-31$81,085,879
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$66,078,079
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$51,303
Value of interest in master investment trust accounts at end of year2017-12-31$70,159,732
Value of interest in master investment trust accounts at beginning of year2017-12-31$66,149,624
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$11,000,000
Employer contributions (assets) at end of year2017-12-31$11,000,000
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,711,086
Contract administrator fees2017-12-31$8,819
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
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$71,545
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$62,411
Total income from all sources (including contributions)2016-12-31$2,978,352
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,443,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,372,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$66,149,624
Value of total assets at beginning of year2016-12-31$66,605,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$71,545
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
Administrative expenses professional fees incurred2016-12-31$13,527
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000,000
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$71,545
Liabilities. Value of operating payables at beginning of year2016-12-31$62,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-465,278
Value of net assets at end of year (total assets less liabilities)2016-12-31$66,078,079
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$66,543,357
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$49,182
Value of interest in master investment trust accounts at end of year2016-12-31$66,149,624
Value of interest in master investment trust accounts at beginning of year2016-12-31$66,605,768
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,372,085
Contract administrator fees2016-12-31$8,836
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
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$62,411
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$76,833
Total income from all sources (including contributions)2015-12-31$-1,101,652
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,440,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,378,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$66,605,768
Value of total assets at beginning of year2015-12-31$71,162,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$62,411
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
Administrative expenses professional fees incurred2015-12-31$13,527
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$100,000,000
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$62,411
Liabilities. Value of operating payables at beginning of year2015-12-31$76,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,542,554
Value of net assets at end of year (total assets less liabilities)2015-12-31$66,543,357
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$71,085,911
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$41,291
Value of interest in master investment trust accounts at end of year2015-12-31$66,605,768
Value of interest in master investment trust accounts at beginning of year2015-12-31$71,162,744
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,378,491
Contract administrator fees2015-12-31$7,593
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
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$76,833
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$53,166
Total income from all sources (including contributions)2014-12-31$5,664,447
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,229,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,152,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,500,000
Value of total assets at end of year2014-12-31$71,162,744
Value of total assets at beginning of year2014-12-31$68,704,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$76,833
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
Administrative expenses professional fees incurred2014-12-31$16,302
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000,000
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$76,833
Liabilities. Value of operating payables at beginning of year2014-12-31$53,166
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$2,434,766
Value of net assets at end of year (total assets less liabilities)2014-12-31$71,085,911
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$68,651,145
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$50,203
Value of interest in master investment trust accounts at end of year2014-12-31$71,162,744
Value of interest in master investment trust accounts at beginning of year2014-12-31$66,304,311
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$1,500,000
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$2,400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,152,848
Contract administrator fees2014-12-31$10,328
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
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$53,166
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$58,735
Total income from all sources (including contributions)2013-12-31$8,343,754
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,837,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,784,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,400,000
Value of total assets at end of year2013-12-31$68,704,311
Value of total assets at beginning of year2013-12-31$63,203,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$53,166
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
Administrative expenses professional fees incurred2013-12-31$13,224
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000,000
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
Administrative expenses (other) incurred2013-12-31$19,909
Liabilities. Value of operating payables at end of year2013-12-31$53,166
Liabilities. Value of operating payables at beginning of year2013-12-31$58,735
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$5,505,940
Value of net assets at end of year (total assets less liabilities)2013-12-31$68,651,145
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$63,145,205
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$20,033
Value of interest in master investment trust accounts at end of year2013-12-31$66,304,311
Value of interest in master investment trust accounts at beginning of year2013-12-31$60,203,940
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$4,400,000
Employer contributions (assets) at end of year2013-12-31$2,400,000
Employer contributions (assets) at beginning of year2013-12-31$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,784,648
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
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$58,735
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$54,330
Total income from all sources (including contributions)2012-12-31$11,102,015
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,606,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,547,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,000,000
Value of total assets at end of year2012-12-31$63,203,940
Value of total assets at beginning of year2012-12-31$54,704,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$58,735
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
Administrative expenses professional fees incurred2012-12-31$13,029
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000,000
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
Administrative expenses (other) incurred2012-12-31$28,266
Liabilities. Value of operating payables at end of year2012-12-31$58,735
Liabilities. Value of operating payables at beginning of year2012-12-31$54,330
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$8,495,427
Value of net assets at end of year (total assets less liabilities)2012-12-31$63,145,205
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$54,649,778
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$17,440
Value of interest in master investment trust accounts at end of year2012-12-31$60,203,940
Value of interest in master investment trust accounts at beginning of year2012-12-31$53,759,557
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$7,000,000
Employer contributions (assets) at end of year2012-12-31$3,000,000
Employer contributions (assets) at beginning of year2012-12-31$944,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,547,853
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
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$54,330
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$88,777
Total income from all sources (including contributions)2011-12-31$3,907,815
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,389,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,335,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,666,826
Value of total assets at end of year2011-12-31$54,704,108
Value of total assets at beginning of year2011-12-31$53,220,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$54,330
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
Administrative expenses professional fees incurred2011-12-31$12,687
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$20,531
Liabilities. Value of operating payables at end of year2011-12-31$54,330
Liabilities. Value of operating payables at beginning of year2011-12-31$88,777
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$1,518,393
Value of net assets at end of year (total assets less liabilities)2011-12-31$54,649,778
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$53,131,385
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
Investment advisory and management fees2011-12-31$21,112
Value of interest in master investment trust accounts at end of year2011-12-31$53,759,557
Value of interest in master investment trust accounts at beginning of year2011-12-31$46,656,158
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$1,666,826
Employer contributions (assets) at end of year2011-12-31$944,551
Employer contributions (assets) at beginning of year2011-12-31$6,564,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,335,092
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MITCHELL & 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$88,777
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$99,948
Total income from all sources (including contributions)2010-12-31$13,148,832
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,328,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,239,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,814,004
Value of total assets at end of year2010-12-31$53,220,162
Value of total assets at beginning of year2010-12-31$42,411,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$88,777
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
Administrative expenses professional fees incurred2010-12-31$12,354
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000,000
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$56,840
Liabilities. Value of operating payables at end of year2010-12-31$88,777
Liabilities. Value of operating payables at beginning of year2010-12-31$99,948
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$10,820,325
Value of net assets at end of year (total assets less liabilities)2010-12-31$53,131,385
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$42,311,060
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
Investment advisory and management fees2010-12-31$19,583
Value of interest in master investment trust accounts at end of year2010-12-31$46,656,158
Value of interest in master investment trust accounts at beginning of year2010-12-31$39,411,008
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$7,814,004
Employer contributions (assets) at end of year2010-12-31$6,564,004
Employer contributions (assets) at beginning of year2010-12-31$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,239,730
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
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
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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