TELLABS OPERATIONS, INC. has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
---|
2017 : TELLABS RETIREMENT PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-06-01 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-01 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-01 | $0 |
Total income from all sources (including contributions) | 2017-06-01 | $173,009 |
Total loss/gain on sale of assets | 2017-06-01 | $0 |
Total of all expenses incurred | 2017-06-01 | $11,126,743 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-01 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-01 | $0 |
Value of total assets at end of year | 2017-06-01 | $0 |
Value of total assets at beginning of year | 2017-06-01 | $10,953,734 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-01 | $11,126,743 |
Total interest from all sources | 2017-06-01 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-06-01 | $119,043 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-01 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2017-06-01 | $10,970,166 |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-06-01 | $119,043 |
Was this plan covered by a fidelity bond | 2017-06-01 | Yes |
Value of fidelity bond cover | 2017-06-01 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2017-06-01 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-06-01 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2017-06-01 | $0 |
Minimum employer required contribution for this plan year | 2017-06-01 | $0 |
Amount contributed by the employer to the plan for this plan year | 2017-06-01 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-06-01 | No |
Administrative expenses (other) incurred | 2017-06-01 | $11,126,743 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-01 | No |
Value of net income/loss | 2017-06-01 | $-10,953,734 |
Value of net assets at end of year (total assets less liabilities) | 2017-06-01 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-06-01 | $10,953,734 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-01 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-01 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-06-01 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-06-01 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-06-01 | $10,953,734 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-06-01 | $53,966 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-01 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-06-01 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-06-01 | No |
Did the plan have assets held for investment | 2017-06-01 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-01 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-01 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-01 | No |
Opinion of an independent qualified public accountant for this plan | 2017-06-01 | Unqualified |
Accountancy firm name | 2017-06-01 | WASHINGTON, PITTMAN AND MCKEEVER |
Accountancy firm EIN | 2017-06-01 | 364189747 |
2016 : TELLABS RETIREMENT PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $291,463 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $335,172 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $0 |
Value of total assets at end of year | 2016-12-31 | $10,953,734 |
Value of total assets at beginning of year | 2016-12-31 | $10,997,443 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $335,172 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $274,873 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $274,873 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
Minimum employer required contribution for this plan year | 2016-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Other income not declared elsewhere | 2016-12-31 | $4,938 |
Administrative expenses (other) incurred | 2016-12-31 | $335,172 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-43,709 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $10,953,734 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $10,997,443 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $10,953,734 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $10,997,443 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $11,652 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | WASHINGTON, PITTMAN AND MCKEEVER |
Accountancy firm EIN | 2016-12-31 | 364189747 |
2015 : TELLABS RETIREMENT PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $240,732 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $394,405 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
Value of total assets at end of year | 2015-12-31 | $10,997,443 |
Value of total assets at beginning of year | 2015-12-31 | $11,151,116 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $394,405 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $227,729 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $227,729 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Other income not declared elsewhere | 2015-12-31 | $4,278 |
Administrative expenses (other) incurred | 2015-12-31 | $394,405 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-153,673 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $10,997,443 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $11,151,116 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $10,997,443 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $11,151,116 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $8,725 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | WASHINGTON , PITTMAN AND MCKEEVER |
Accountancy firm EIN | 2015-12-31 | 364189747 |
2014 : TELLABS RETIREMENT PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $539,432 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $479,081 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
Value of total assets at end of year | 2014-12-31 | $11,151,116 |
Value of total assets at beginning of year | 2014-12-31 | $11,090,765 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $479,081 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $247,946 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $247,946 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Administrative expenses (other) incurred | 2014-12-31 | $479,081 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $60,351 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $11,151,116 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,090,765 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $11,151,116 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $11,090,765 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $291,486 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | WASHINGTON , PITTMAN AND MCKEEVER |
Accountancy firm EIN | 2014-12-31 | 364189747 |
2013 : TELLABS RETIREMENT PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $1,070,548 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $321,870 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $240,163 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
Value of total assets at end of year | 2013-12-31 | $11,090,765 |
Value of total assets at beginning of year | 2013-12-31 | $10,342,087 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $81,707 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $233,993 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $233,993 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Other income not declared elsewhere | 2013-12-31 | $12,964 |
Administrative expenses (other) incurred | 2013-12-31 | $81,707 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $748,678 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $11,090,765 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $10,342,087 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $11,090,765 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $10,342,087 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $823,591 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $240,163 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | WASHINGTON, PITTMAN AND MCKEEVER |
Accountancy firm EIN | 2013-12-31 | 364189747 |
2012 : TELLABS RETIREMENT PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $841,799 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $271,446 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $224,181 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $0 |
Value of total assets at end of year | 2012-12-31 | $10,342,087 |
Value of total assets at beginning of year | 2012-12-31 | $9,771,734 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $47,265 |
Total interest from all sources | 2012-12-31 | $85,126 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $183,040 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $183,040 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Administrative expenses (other) incurred | 2012-12-31 | $47,265 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $570,353 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $10,342,087 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $9,771,734 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $10,342,087 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $6,157,100 |
Interest earned on other investments | 2012-12-31 | $85,126 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $3,614,634 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $573,633 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $224,181 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | WASHINGTON,PITTMAN AND MCKEEVER LLC |
Accountancy firm EIN | 2012-12-31 | 364189747 |
2011 : TELLABS RETIREMENT PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $-105,567 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $222,106 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $222,106 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $0 |
Value of total assets at end of year | 2011-12-31 | $9,771,734 |
Value of total assets at beginning of year | 2011-12-31 | $10,099,407 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $104,625 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $317,556 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $317,556 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-327,673 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $9,771,734 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $10,099,407 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $6,157,100 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $5,332,106 |
Interest earned on other investments | 2011-12-31 | $104,625 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $3,614,634 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $4,767,301 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-527,748 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $222,106 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | WASHINGTON, PITTMAN & MCKEEVER, LLC |
Accountancy firm EIN | 2011-12-31 | 364189747 |
2010 : TELLABS RETIREMENT PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $748,998 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $204,894 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $204,894 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $0 |
Value of total assets at end of year | 2010-12-31 | $10,099,407 |
Value of total assets at beginning of year | 2010-12-31 | $9,555,303 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $147,934 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $175,225 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $175,225 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $544,104 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $10,099,407 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $9,555,303 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $5,332,106 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $3,645,238 |
Interest earned on other investments | 2010-12-31 | $147,934 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $4,767,301 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $5,910,065 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $425,839 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $204,894 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | WASHINGTON, PITTMAN & MCKEEVER, LLC |
Accountancy firm EIN | 2010-12-31 | 364189747 |
2006 : TELLABS RETIREMENT PLAN 2006 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2006-12-31 | $0 |
Total transfer of assets from this plan | 2006-12-31 | $56,963,625 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2006-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2006-12-31 | $0 |
Total income from all sources (including contributions) | 2006-12-31 | $2,303,847 |
Total loss/gain on sale of assets | 2006-12-31 | $0 |
Total of all expenses incurred | 2006-12-31 | $1,845,866 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2006-12-31 | $1,845,866 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2006-12-31 | $0 |
Value of total assets at end of year | 2006-12-31 | $9,022,586 |
Value of total assets at beginning of year | 2006-12-31 | $65,528,230 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2006-12-31 | $0 |
Total interest from all sources | 2006-12-31 | $243,622 |
Total dividends received (eg from common stock, registered investment company shares) | 2006-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2006-12-31 | No |
Was this plan covered by a fidelity bond | 2006-12-31 | Yes |
Value of fidelity bond cover | 2006-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2006-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2006-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2006-12-31 | No |
Other income not declared elsewhere | 2006-12-31 | $3,652 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2006-12-31 | No |
Value of net income/loss | 2006-12-31 | $457,981 |
Value of net assets at end of year (total assets less liabilities) | 2006-12-31 | $9,022,586 |
Value of net assets at beginning of year (total assets less liabilities) | 2006-12-31 | $65,528,230 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2006-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2006-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2006-12-31 | No |
Interest earned on other investments | 2006-12-31 | $243,622 |
Value of interest in master investment trust accounts at end of year | 2006-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2006-12-31 | $65,528,230 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2006-12-31 | $9,022,586 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2006-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2006-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2006-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2006-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2006-12-31 | $1,845,866 |
Did the plan have assets held for investment | 2006-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2006-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2006-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2006-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2006-12-31 | Unqualified |
Accountancy firm name | 2006-12-31 | WASHINGTON, PITTMAN & MCKEEVER, LLC |
Accountancy firm EIN | 2006-12-31 | 364189747 |