401k Plan data: MCCALL COMPANIES DEFINED BENEFIT RETIREMENT PLAN plan

MCCALL COMPANIES DEFINED BENEFIT RETIREMENT PLAN 401k Plan overview

Plan Name	MCCALL COMPANIES DEFINED BENEFIT RETIREMENT PLAN
Plan identification number	005

MCCALL COMPANIES DEFINED BENEFIT RETIREMENT 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).

401k Sponsoring company profile

MCCALL OIL & CHEMICAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: MCCALL OIL & CHEMICAL CORPORATION

Employer identification number (EIN): 930847365

NAIC Classification: 424700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCCALL COMPANIES DEFINED BENEFIT RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2011-01-01 EDMUND MCCALL
005 2009-01-01 JAMES CHARRIERE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
005	2011-01-01	EDMUND MCCALL
005	2009-01-01	JAMES CHARRIERE

Plan Statistics for MCCALL COMPANIES DEFINED BENEFIT RETIREMENT PLAN

401k plan membership statisitcs for MCCALL COMPANIES DEFINED BENEFIT RETIREMENT PLAN

Measure Date Value
2011: MCCALL COMPANIES DEFINED BENEFIT RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 580
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 25
Number of retired or separated participants receiving benefits 2011-01-01 220
Number of other retired or separated participants entitled to future benefits 2011-01-01 312
Total of all active and inactive participants 2011-01-01 557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 21
Total participants 2011-01-01 578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: MCCALL COMPANIES DEFINED BENEFIT RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 590
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 27
Number of retired or separated participants receiving benefits 2009-01-01 188
Number of other retired or separated participants entitled to future benefits 2009-01-01 349
Total of all active and inactive participants 2009-01-01 564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 19
Total participants 2009-01-01 583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: MCCALL COMPANIES DEFINED BENEFIT RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	580
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	25
Number of retired or separated participants receiving benefits	2011-01-01	220
Number of other retired or separated participants entitled to future benefits	2011-01-01	312
Total of all active and inactive participants	2011-01-01	557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	21
Total participants	2011-01-01	578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: MCCALL COMPANIES DEFINED BENEFIT RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	590
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	27
Number of retired or separated participants receiving benefits	2009-01-01	188
Number of other retired or separated participants entitled to future benefits	2009-01-01	349
Total of all active and inactive participants	2009-01-01	564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	19
Total participants	2009-01-01	583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MCCALL COMPANIES DEFINED BENEFIT RETIREMENT PLAN

Measure	Date	Value
2011 : MCCALL COMPANIES DEFINED BENEFIT 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	$20,833
Total income from all sources (including contributions)	2011-12-31	$1,786,696
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,505,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,395,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$900,000
Value of total assets at end of year	2011-12-31	$23,162,187
Value of total assets at beginning of year	2011-12-31	$22,901,735
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$110,162
Total interest from all sources	2011-12-31	$191,857
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$740,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$49,132
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$45,243
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$47,741
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$-2,498
Liabilities. Value of operating payables at end of year	2011-12-31	$0
Liabilities. Value of operating payables at beginning of year	2011-12-31	$20,833
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	$281,285
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$23,162,187
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$22,880,902
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
Investment advisory and management fees	2011-12-31	$61,030
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$17,648,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$17,290,189
Income. Interest from US Government securities	2011-12-31	$108,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$1,554,710
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$2,088,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$2,088,263
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$83,007
Asset value of US Government securities at end of year	2011-12-31	$3,013,514
Asset value of US Government securities at beginning of year	2011-12-31	$2,877,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-42,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
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
Assets. Invements in employer securities at end of year	2011-12-31	$0
Assets. Invements in employer securities at beginning of year	2011-12-31	$0
Contributions received in cash from employer	2011-12-31	$900,000
Employer contributions (assets) at end of year	2011-12-31	$900,000
Employer contributions (assets) at beginning of year	2011-12-31	$500,000
Income. Dividends from common stock	2011-12-31	$740,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,395,249
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$98,095
Assets. Value of buildings and other operty used in plan operation at end of year	2011-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2011-12-31	$0
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	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	GEFFEN MESHER & CO. P.C.
Accountancy firm EIN	2011-12-31	931042710
2010 : MCCALL COMPANIES DEFINED BENEFIT 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	$20,833
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	$2,128,766
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,455,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,338,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$500,000
Value of total assets at end of year	2010-12-31	$22,901,735
Value of total assets at beginning of year	2010-12-31	$22,208,045
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$117,782
Total interest from all sources	2010-12-31	$210,218
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$499,110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$67,893
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$47,741
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$56,418
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$-8,677
Liabilities. Value of operating payables at end of year	2010-12-31	$20,833
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	$672,857
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$22,880,902
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$22,208,045
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
Investment advisory and management fees	2010-12-31	$49,889
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$17,290,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$10,111,236
Income. Interest from US Government securities	2010-12-31	$129,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$2,088,263
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$7,179,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$7,179,059
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$80,593
Asset value of US Government securities at end of year	2010-12-31	$2,877,447
Asset value of US Government securities at beginning of year	2010-12-31	$3,912,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$928,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
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
Assets. Invements in employer securities at end of year	2010-12-31	$0
Assets. Invements in employer securities at beginning of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$500,000
Employer contributions (assets) at end of year	2010-12-31	$500,000
Employer contributions (assets) at beginning of year	2010-12-31	$850,000
Income. Dividends from common stock	2010-12-31	$499,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,338,127
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$98,095
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$99,137
Assets. Value of buildings and other operty used in plan operation at end of year	2010-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2010-12-31	$0
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	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	GEFFEN MESHER & CO. P.C.
Accountancy firm EIN	2010-12-31	931042710
2009 : MCCALL COMPANIES DEFINED BENEFIT RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MCCALL COMPANIES DEFINED BENEFIT RETIREMENT PLAN

2011: MCCALL COMPANIES DEFINED BENEFIT RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MCCALL COMPANIES DEFINED BENEFIT RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

MCCALL COMPANIES DEFINED BENEFIT RETIREMENT PLAN [EIN = 930914599]

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Company Name:	MCCALL OIL & CHEMICAL CORPORATION
Employer identification number (EIN):	930847365
NAIC Classification:	424700