401k Plan data: SPERRY EVENT MARKETING AND COMMUNICATIONS, INC. DEFINED BENEFIT PLAN plan

SPERRY EVENT MARKETING AND COMMUNICATIONS, INC. DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	SPERRY EVENT MARKETING AND COMMUNICATIONS, INC. DEFINED BENEFIT PLAN
Plan identification number	001

SPERRY EVENT MARKETING AND COMMUNICATIONS, INC. DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
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).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NANCY SPERRY has sponsored the creation of one or more 401k plans.

Company Name: NANCY SPERRY

Employer identification number (EIN): 770469274

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPERRY EVENT MARKETING AND COMMUNICATIONS, INC. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2011-10-01 NANCY SPERRY 2013-07-15 NANCY SPERRY 2013-07-15
001 2009-10-01 NANCY SPERRY NANCY SPERRY 2012-05-29
001 2008-10-01 NANCY SPERRY NANCY SPERRY 2012-05-29
001 2007-10-01 NANCY SPERRY NANCY SPERRY 2012-05-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2011-10-01	NANCY SPERRY	2013-07-15	NANCY SPERRY	2013-07-15
001	2009-10-01	NANCY SPERRY		NANCY SPERRY	2012-05-29
001	2008-10-01	NANCY SPERRY		NANCY SPERRY	2012-05-29
001	2007-10-01	NANCY SPERRY		NANCY SPERRY	2012-05-29

Plan Statistics for SPERRY EVENT MARKETING AND COMMUNICATIONS, INC. DEFINED BENEFIT PLAN

401k plan membership statisitcs for SPERRY EVENT MARKETING AND COMMUNICATIONS, INC. DEFINED BENEFIT PLAN

Measure Date Value
2009: SPERRY EVENT MARKETING AND COMMUNICATIONS, INC. DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 0
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 3
Total of all active and inactive participants 2009-10-01 3
Total participants 2009-10-01 3
2008: SPERRY EVENT MARKETING AND COMMUNICATIONS, INC. DEFINED BENEFIT PLAN 2008 401k membership
Total participants, beginning-of-year 2008-10-01 3
Total number of active participants reported on line 7a of the Form 5500 2008-10-01 0
Number of retired or separated participants receiving benefits 2008-10-01 0
Number of other retired or separated participants entitled to future benefits 2008-10-01 3
Total of all active and inactive participants 2008-10-01 3
Total participants 2008-10-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-10-01 0
2007: SPERRY EVENT MARKETING AND COMMUNICATIONS, INC. DEFINED BENEFIT PLAN 2007 401k membership
Total participants, beginning-of-year 2007-10-01 3
Total number of active participants reported on line 7a of the Form 5500 2007-10-01 0
Number of retired or separated participants receiving benefits 2007-10-01 0
Number of other retired or separated participants entitled to future benefits 2007-10-01 3
Total of all active and inactive participants 2007-10-01 3
Total participants 2007-10-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-10-01 0

Measure	Date	Value
2009: SPERRY EVENT MARKETING AND COMMUNICATIONS, INC. DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	0
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	3
Total of all active and inactive participants	2009-10-01	3
Total participants	2009-10-01	3
2008: SPERRY EVENT MARKETING AND COMMUNICATIONS, INC. DEFINED BENEFIT PLAN 2008 401k membership
Total participants, beginning-of-year	2008-10-01	3
Total number of active participants reported on line 7a of the Form 5500	2008-10-01	0
Number of retired or separated participants receiving benefits	2008-10-01	0
Number of other retired or separated participants entitled to future benefits	2008-10-01	3
Total of all active and inactive participants	2008-10-01	3
Total participants	2008-10-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-10-01	0
2007: SPERRY EVENT MARKETING AND COMMUNICATIONS, INC. DEFINED BENEFIT PLAN 2007 401k membership
Total participants, beginning-of-year	2007-10-01	3
Total number of active participants reported on line 7a of the Form 5500	2007-10-01	0
Number of retired or separated participants receiving benefits	2007-10-01	0
Number of other retired or separated participants entitled to future benefits	2007-10-01	3
Total of all active and inactive participants	2007-10-01	3
Total participants	2007-10-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-10-01	0

Financial Data on SPERRY EVENT MARKETING AND COMMUNICATIONS, INC. DEFINED BENEFIT PLAN

Measure	Date	Value
2011 : SPERRY EVENT MARKETING AND COMMUNICATIONS, INC. DEFINED BENEFIT PLAN 2011 401k financial data
Total income from all sources	2011-09-30	$1,543
Expenses. Total of all expenses incurred	2011-09-30	$1,900
Total plan assets at end of year	2011-09-30	$246,810
Total plan assets at beginning of year	2011-09-30	$247,167
Other income received	2011-09-30	$1,543
Net income (gross income less expenses)	2011-09-30	$-357
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$246,810
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$247,167
Total contributions received or receivable from employer(s)	2011-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-09-30	$1,900
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-09-30	$0
2010 : SPERRY EVENT MARKETING AND COMMUNICATIONS, INC. DEFINED BENEFIT PLAN 2010 401k financial data
Total income from all sources	2010-09-30	$34,085
Expenses. Total of all expenses incurred	2010-09-30	$1,470
Total plan assets at end of year	2010-09-30	$247,167
Total plan assets at beginning of year	2010-09-30	$214,552
Other income received	2010-09-30	$34,085
Net income (gross income less expenses)	2010-09-30	$32,615
Net plan assets at end of year (total assets less liabilities)	2010-09-30	$247,167
Net plan assets at beginning of year (total assets less liabilities)	2010-09-30	$214,552
Expenses. Administrative service providers (salaries,fees and commissions)	2010-09-30	$1,470
2009 : SPERRY EVENT MARKETING AND COMMUNICATIONS, INC. DEFINED BENEFIT PLAN 2009 401k financial data
Total income from all sources	2009-09-30	$-32,126
Expenses. Total of all expenses incurred	2009-09-30	$-1,350
Total plan assets at end of year	2009-09-30	$214,552
Total plan assets at beginning of year	2009-09-30	$245,328
Other income received	2009-09-30	$-32,126
Net income (gross income less expenses)	2009-09-30	$-30,776
Net plan assets at end of year (total assets less liabilities)	2009-09-30	$214,552
Net plan assets at beginning of year (total assets less liabilities)	2009-09-30	$245,328
Expenses. Administrative service providers (salaries,fees and commissions)	2009-09-30	$-1,350
2008 : SPERRY EVENT MARKETING AND COMMUNICATIONS, INC. DEFINED BENEFIT PLAN 2008 401k financial data
Total income from all sources	2008-09-30	$-14,762
Expenses. Total of all expenses incurred	2008-09-30	$441
Total plan assets at end of year	2008-09-30	$245,328
Total plan assets at beginning of year	2008-09-30	$260,531
Other income received	2008-09-30	$-14,762
Net income (gross income less expenses)	2008-09-30	$-15,203
Net plan assets at end of year (total assets less liabilities)	2008-09-30	$245,328
Net plan assets at beginning of year (total assets less liabilities)	2008-09-30	$260,531
Expenses. Administrative service providers (salaries,fees and commissions)	2008-09-30	$441

Form 5500 Responses for SPERRY EVENT MARKETING AND COMMUNICATIONS, INC. DEFINED BENEFIT PLAN

2009: SPERRY EVENT MARKETING AND COMMUNICATIONS, INC. DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes
2008: SPERRY EVENT MARKETING AND COMMUNICATIONS, INC. DEFINED BENEFIT PLAN 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	Submission has been amended	No
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No
2008-10-01	Plan funding arrangement – Trust	Yes
2008-10-01	Plan benefit arrangement - Trust	Yes
2007: SPERRY EVENT MARKETING AND COMMUNICATIONS, INC. DEFINED BENEFIT PLAN 2007 form 5500 responses
2007-10-01	Type of plan entity	Single employer plan
2007-10-01	Submission has been amended	No
2007-10-01	This submission is the final filing	No
2007-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-10-01	Plan is a collectively bargained plan	No
2007-10-01	Plan funding arrangement – Trust	Yes
2007-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	NANCY SPERRY
Employer identification number (EIN):	770469274
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services