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PENSION PLAN OF LOCKHEED MARTIN AEROSPACE - AEROSPACE DIVISIONS AND OPERATIONS 401k Plan overview

Plan NamePENSION PLAN OF LOCKHEED MARTIN AEROSPACE - AEROSPACE DIVISIONS AND OPERATIONS
Plan identification number 042

PENSION PLAN OF LOCKHEED MARTIN AEROSPACE - AEROSPACE DIVISIONS AND OPERATIONS Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

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

Additional information about LOCKHEED MARTIN CORPORATION

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

More information about LOCKHEED MARTIN CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN OF LOCKHEED MARTIN AEROSPACE - AEROSPACE DIVISIONS AND OPERATIONS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0422017-01-01ROBERT MUENINGHOFF
0422016-01-01ROBERT MUENINGHOFF
0422015-01-01ROBERT MUENINGHOFF
0422014-01-01DONALD REMSCH DONALD REMSCH2015-10-12
0422013-01-01DONALD REMSCH DONALD REMSCH2014-10-14
0422012-01-01DONALD REMSCH DONALD REMSCH2013-10-11
0422010-01-01DONALD REMSCH DONALD REMSCH2011-10-14
0422009-01-01CLARE O'CALLAGHAN CLARE O'CALLAGHAN2010-10-12

Plan Statistics for PENSION PLAN OF LOCKHEED MARTIN AEROSPACE - AEROSPACE DIVISIONS AND OPERATIONS

401k plan membership statisitcs for PENSION PLAN OF LOCKHEED MARTIN AEROSPACE - AEROSPACE DIVISIONS AND OPERATIONS

Measure Date Value
2017
Total participants, beginning-of-year2017-01-01722
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-01540
Number of other retired or separated participants entitled to future benefits2017-01-01255
Total of all active and inactive participants2017-01-01795
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0150
Total participants2017-01-01845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016
Total participants, beginning-of-year2016-01-01732
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-01447
Number of other retired or separated participants entitled to future benefits2016-01-01225
Total of all active and inactive participants2016-01-01672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0150
Total participants2016-01-01722
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015
Total participants, beginning-of-year2015-01-01750
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-01443
Number of other retired or separated participants entitled to future benefits2015-01-01242
Total of all active and inactive participants2015-01-01685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0147
Total participants2015-01-01732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014
Total participants, beginning-of-year2014-01-01768
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-01436
Number of other retired or separated participants entitled to future benefits2014-01-01269
Total of all active and inactive participants2014-01-01705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0145
Total participants2014-01-01750
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013
Total participants, beginning-of-year2013-01-01793
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-01431
Number of other retired or separated participants entitled to future benefits2013-01-01293
Total of all active and inactive participants2013-01-01724
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0144
Total participants2013-01-01768
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012
Total participants, beginning-of-year2012-01-01825
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-01434
Number of other retired or separated participants entitled to future benefits2012-01-01315
Total of all active and inactive participants2012-01-01749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0144
Total participants2012-01-01793
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2010
Total participants, beginning-of-year2010-01-01861
Total number of active participants reported on line 7a of the Form 55002010-01-010
Number of retired or separated participants receiving benefits2010-01-01435
Number of other retired or separated participants entitled to future benefits2010-01-01376
Total of all active and inactive participants2010-01-01811
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0138
Total participants2010-01-01849
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009
Total participants, beginning-of-year2009-01-01885
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-01430
Number of other retired or separated participants entitled to future benefits2009-01-01395
Total of all active and inactive participants2009-01-01825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0136
Total participants2009-01-01861
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PENSION PLAN OF LOCKHEED MARTIN AEROSPACE - AEROSPACE DIVISIONS AND OPERATIONS

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$67,130
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$77,620
Total income from all sources (including contributions)2018-12-31$-3,454,245
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,698,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,631,626
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$66,437,617
Value of total assets at beginning of year2018-12-31$71,601,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$67,130
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$10,150
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$2,603
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$8,550,412
Liabilities. Value of operating payables at end of year2018-12-31$67,130
Liabilities. Value of operating payables at beginning of year2018-12-31$77,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,153,001
Value of net assets at end of year (total assets less liabilities)2018-12-31$66,370,487
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$71,523,488
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$49,943
Value of interest in master investment trust accounts at end of year2018-12-31$66,437,617
Value of interest in master investment trust accounts at beginning of year2018-12-31$63,050,696
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,631,626
Contract administrator fees2018-12-31$7,037
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 transfer of assets to this plan2017-12-31$8,550,412
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$77,620
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$58,423
Total income from all sources (including contributions)2017-12-31$7,226,268
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,117,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,039,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$71,601,108
Value of total assets at beginning of year2017-12-31$56,922,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$77,620
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$19,937
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$2,603
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$8,550,412
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Liabilities. Value of operating payables at end of year2017-12-31$77,620
Liabilities. Value of operating payables at beginning of year2017-12-31$58,423
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$6,108,917
Value of net assets at end of year (total assets less liabilities)2017-12-31$71,523,488
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$56,864,159
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$52,357
Value of interest in master investment trust accounts at end of year2017-12-31$63,050,696
Value of interest in master investment trust accounts at beginning of year2017-12-31$56,922,582
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,039,731
Contract administrator fees2017-12-31$5,326
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$58,423
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$53,648
Total income from all sources (including contributions)2016-12-31$2,778,234
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,230,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,171,933
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$56,922,582
Value of total assets at beginning of year2016-12-31$55,369,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$58,423
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$8,424
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$58,423
Liabilities. Value of operating payables at beginning of year2016-12-31$53,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,547,878
Value of net assets at end of year (total assets less liabilities)2016-12-31$56,864,159
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$55,316,281
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$42,322
Value of interest in master investment trust accounts at end of year2016-12-31$56,922,582
Value of interest in master investment trust accounts at beginning of year2016-12-31$55,369,929
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$1,171,933
Contract administrator fees2016-12-31$7,677
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$53,648
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$63,699
Total income from all sources (including contributions)2015-12-31$-820,343
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,197,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,143,361
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$55,369,929
Value of total assets at beginning of year2015-12-31$57,397,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$53,648
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$8,424
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$53,648
Liabilities. Value of operating payables at beginning of year2015-12-31$63,699
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,017,352
Value of net assets at end of year (total assets less liabilities)2015-12-31$55,316,281
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$57,333,633
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$34,325
Value of interest in master investment trust accounts at end of year2015-12-31$55,369,929
Value of interest in master investment trust accounts at beginning of year2015-12-31$57,397,332
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$1,143,361
Contract administrator fees2015-12-31$10,899
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$63,699
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$41,006
Total income from all sources (including contributions)2014-12-31$3,454,177
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,226,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,162,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$57,397,332
Value of total assets at beginning of year2014-12-31$55,146,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$63,699
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$15,908
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$63,699
Liabilities. Value of operating payables at beginning of year2014-12-31$41,006
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$2,227,875
Value of net assets at end of year (total assets less liabilities)2014-12-31$57,333,633
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$55,105,758
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$40,492
Value of interest in master investment trust accounts at end of year2014-12-31$57,397,332
Value of interest in master investment trust accounts at beginning of year2014-12-31$55,146,764
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,162,603
Contract administrator fees2014-12-31$7,299
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$41,006
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$43,267
Total income from all sources (including contributions)2013-12-31$3,094,462
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,222,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,181,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$55,146,764
Value of total assets at beginning of year2013-12-31$53,277,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$41,006
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$8,235
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$16,109
Liabilities. Value of operating payables at end of year2013-12-31$41,006
Liabilities. Value of operating payables at beginning of year2013-12-31$43,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,871,979
Value of net assets at end of year (total assets less liabilities)2013-12-31$55,105,758
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$53,233,779
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$16,662
Value of interest in master investment trust accounts at end of year2013-12-31$55,146,764
Value of interest in master investment trust accounts at beginning of year2013-12-31$53,277,046
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,181,477
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$43,267
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$44,737
Total income from all sources (including contributions)2012-12-31$3,985,266
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,168,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,124,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$53,277,046
Value of total assets at beginning of year2012-12-31$50,461,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$43,267
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$8,112
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$19,721
Liabilities. Value of operating payables at end of year2012-12-31$43,267
Liabilities. Value of operating payables at beginning of year2012-12-31$44,737
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$2,817,026
Value of net assets at end of year (total assets less liabilities)2012-12-31$53,233,779
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$50,416,753
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$15,434
Value of interest in master investment trust accounts at end of year2012-12-31$53,277,046
Value of interest in master investment trust accounts at beginning of year2012-12-31$50,461,490
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,124,973
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$44,737
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$89,736
Total income from all sources (including contributions)2011-12-31$2,355,279
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,127,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,082,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$50,461,490
Value of total assets at beginning of year2011-12-31$49,278,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$44,737
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$7,899
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$17,021
Liabilities. Value of operating payables at end of year2011-12-31$44,737
Liabilities. Value of operating payables at beginning of year2011-12-31$89,736
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$1,227,707
Value of net assets at end of year (total assets less liabilities)2011-12-31$50,416,753
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$49,189,046
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$19,817
Value of interest in master investment trust accounts at end of year2011-12-31$50,461,490
Value of interest in master investment trust accounts at beginning of year2011-12-31$49,278,782
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,082,835
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$89,736
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$104,864
Total income from all sources (including contributions)2010-12-31$5,926,890
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,136,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,047,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$49,278,782
Value of total assets at beginning of year2010-12-31$44,503,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$89,736
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$7,692
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$61,360
Liabilities. Value of operating payables at end of year2010-12-31$89,736
Liabilities. Value of operating payables at beginning of year2010-12-31$104,864
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$4,790,128
Value of net assets at end of year (total assets less liabilities)2010-12-31$49,189,046
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$44,398,918
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$20,684
Value of interest in master investment trust accounts at end of year2010-12-31$49,278,782
Value of interest in master investment trust accounts at beginning of year2010-12-31$44,503,782
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,047,026
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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