?>
Logo

LIBRARY ASSOCIATES 401(K) PLAN AND TRUST 401k Plan overview

Plan NameLIBRARY ASSOCIATES 401(K) PLAN AND TRUST
Plan identification number 001

LIBRARY ASSOCIATES 401(K) PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

LIBRARY ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:LIBRARY ASSOCIATES, INC.
Employer identification number (EIN):954208617
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIBRARY ASSOCIATES 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01 GREGORY GALAIDA2019-02-12
0012015-01-01 GREGORY GALAIDA2016-09-07
0012014-01-01GREGORY GALAIDA GREGORY GALAIDA2015-07-20
0012013-01-01GREG GALAIDA KRISTEN KNEUSSL2014-07-29
0012012-01-01KRISTEN KNEUSSL KRISTEN KNEUSSL2013-10-08
0012011-01-01KRISTEN KNEUSSL KRISTEN KNEUSSL2012-10-04
0012010-01-01KRISTEN KNEUSSL KRISTEN KNEUSSL2011-10-13
0012009-01-01KRISTEN KNEUSSL KRISTEN KNEUSSL2010-10-13

Plan Statistics for LIBRARY ASSOCIATES 401(K) PLAN AND TRUST

401k plan membership statisitcs for LIBRARY ASSOCIATES 401(K) PLAN AND TRUST

Measure Date Value
2015: LIBRARY ASSOCIATES 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01330
Total number of active participants reported on line 7a of the Form 55002015-01-01281
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0123
Total of all active and inactive participants2015-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01304
Number of participants with account balances2015-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: LIBRARY ASSOCIATES 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01384
Total number of active participants reported on line 7a of the Form 55002014-01-01413
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01428
Number of participants with account balances2014-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: LIBRARY ASSOCIATES 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01259
Total number of active participants reported on line 7a of the Form 55002013-01-01342
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01350
Number of participants with account balances2013-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: LIBRARY ASSOCIATES 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01259
Total number of active participants reported on line 7a of the Form 55002012-01-01213
Number of retired or separated participants receiving benefits2012-01-0126
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01239
Number of participants with account balances2012-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: LIBRARY ASSOCIATES 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01255
Total number of active participants reported on line 7a of the Form 55002011-01-01221
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01235
Number of participants with account balances2011-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2010: LIBRARY ASSOCIATES 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01203
Total number of active participants reported on line 7a of the Form 55002010-01-01259
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0116
Total of all active and inactive participants2010-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01275
Number of participants with account balances2010-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: LIBRARY ASSOCIATES 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01210
Total number of active participants reported on line 7a of the Form 55002009-01-01218
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0124
Total of all active and inactive participants2009-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01242
Number of participants with account balances2009-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on LIBRARY ASSOCIATES 401(K) PLAN AND TRUST

Measure Date Value
2015 : LIBRARY ASSOCIATES 401(K) PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$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$999,571
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$550,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$489,770
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$25,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,011,960
Value of total assets at end of year2015-12-31$4,274,330
Value of total assets at beginning of year2015-12-31$3,825,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$34,993
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$3,029
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$5,677
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$700,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$503,608
Participant contributions at end of year2015-12-31$31,700
Participant contributions at beginning of year2015-12-31$815
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$1,000
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$214,519
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
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$449,149
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,274,330
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,825,181
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$30,979
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$474,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$490,010
Value of interest in pooled separate accounts at end of year2015-12-31$3,267,419
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,916,978
Interest on participant loans2015-12-31$762
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$2,267
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$207,106
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$156,326
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-12,852
Net investment gain/loss from pooled separate accounts2015-12-31$-8,243
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
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
Contributions received in cash from employer2015-12-31$293,833
Employer contributions (assets) at end of year2015-12-31$293,833
Employer contributions (assets) at beginning of year2015-12-31$260,052
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$489,770
Contract administrator fees2015-12-31$4,014
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 plan2015-12-31Qualified
Accountancy firm name2015-12-31CROWE AND HORWATH LLP
Accountancy firm EIN2015-12-31350921680
2014 : LIBRARY ASSOCIATES 401(K) PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$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$1,268,023
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$248,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$192,573
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$26,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,088,430
Value of total assets at end of year2014-12-31$3,825,181
Value of total assets at beginning of year2014-12-31$2,805,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$29,504
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$2,711
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,598
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$370,000
If this is an individual account plan, was there a blackout period2014-12-31No
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
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$470,707
Participant contributions at end of year2014-12-31$815
Participant contributions at beginning of year2014-12-31$7,039
Participant contributions at end of year2014-12-31$1,000
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$357,671
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$216
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$12
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
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$1,019,737
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,825,181
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,805,444
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$25,360
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$490,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$374,559
Value of interest in pooled separate accounts at end of year2014-12-31$2,916,978
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,057,830
Interest on participant loans2014-12-31$537
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$2,174
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$156,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$157,353
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$14,927
Net investment gain/loss from pooled separate accounts2014-12-31$157,345
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$260,052
Employer contributions (assets) at end of year2014-12-31$260,052
Employer contributions (assets) at beginning of year2014-12-31$208,663
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$192,357
Contract administrator fees2014-12-31$4,144
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31CROWE HORWATH
Accountancy firm EIN2014-12-31350921680
2013 : LIBRARY ASSOCIATES 401(K) PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$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
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$982,784
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$146,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$125,597
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$2,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$619,452
Value of total assets at end of year2013-12-31$2,805,444
Value of total assets at beginning of year2013-12-31$1,969,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,715
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$957
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,889
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,889
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$383,486
Participant contributions at end of year2013-12-31$7,039
Participant contributions at beginning of year2013-12-31$12,596
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$712
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$30,367
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$1,043
Administrative expenses (other) incurred2013-12-31$135
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$836,238
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,805,444
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,969,206
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$374,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,766,436
Value of interest in pooled separate accounts at end of year2013-12-31$2,057,830
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$492
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$465
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$157,353
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$97,081
Net investment gain/loss from pooled separate accounts2013-12-31$262,362
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$205,599
Employer contributions (assets) at end of year2013-12-31$208,663
Employer contributions (assets) at beginning of year2013-12-31$189,462
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$125,597
Contract administrator fees2013-12-31$18,580
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31ARONSON LLC
Accountancy firm EIN2013-12-31371611326
2012 : LIBRARY ASSOCIATES 401(K) PLAN AND TRUST 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$784,004
Total of all expenses incurred2012-12-31$379,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$365,446
Value of total corrective distributions2012-12-31$12,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$579,942
Value of total assets at end of year2012-12-31$1,969,206
Value of total assets at beginning of year2012-12-31$1,564,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,937
Total interest from all sources2012-12-31$424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$110,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$314,518
Participant contributions at end of year2012-12-31$12,596
Participant contributions at beginning of year2012-12-31$8,216
Participant contributions at end of year2012-12-31$712
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$75,962
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
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
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$404,270
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,969,206
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,564,936
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$1,937
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,766,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,361,491
Interest on participant loans2012-12-31$424
Value of interest in common/collective trusts at beginning of year2012-12-31$51,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$203,638
Net gain/loss from 103.12 investment entities2012-12-31$0
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$189,462
Employer contributions (assets) at end of year2012-12-31$189,462
Employer contributions (assets) at beginning of year2012-12-31$143,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$365,446
Did the plan have assets held for investment2012-12-31Yes
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 name2012-12-31ARONSON LLC
Accountancy firm EIN2012-12-31371611326
2011 : LIBRARY ASSOCIATES 401(K) PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$357,920
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$239,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$208,412
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$29,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$411,626
Value of total assets at end of year2011-12-31$1,564,936
Value of total assets at beginning of year2011-12-31$1,446,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,329
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$661
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
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$110,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$265,694
Participant contributions at end of year2011-12-31$8,216
Participant contributions at beginning of year2011-12-31$9,115
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,356
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$4,893
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$0
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
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$118,761
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,564,936
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,446,175
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$1,329
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,361,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,283,869
Interest on participant loans2011-12-31$357
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$304
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$51,653
Value of interest in common/collective trusts at beginning of year2011-12-31$49,275
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-54,367
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$143,576
Employer contributions (assets) at end of year2011-12-31$143,576
Employer contributions (assets) at beginning of year2011-12-31$103,916
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$203,519
Contract administrator fees2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
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
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
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 name2011-12-31ARONSON LLC
Accountancy firm EIN2011-12-31371611326
2010 : LIBRARY ASSOCIATES 401(K) PLAN AND TRUST 2010 401k financial data
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$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$452,650
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$47,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$30,587
Value of total corrective distributions2010-12-31$15,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$320,920
Value of total assets at end of year2010-12-31$1,446,175
Value of total assets at beginning of year2010-12-31$1,040,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,403
Total interest from all sources2010-12-31$1,394
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
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$110,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$209,742
Participant contributions at end of year2010-12-31$9,115
Participant contributions at beginning of year2010-12-31$10,051
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$7,262
Total non interest bearing cash at end of year2010-12-31$3,077
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
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$405,412
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,446,175
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,040,763
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$1,403
Value of interest in pooled separate accounts at end of year2010-12-31$1,330,067
Value of interest in pooled separate accounts at beginning of year2010-12-31$942,896
Interest on participant loans2010-12-31$384
Interest earned on other investments2010-12-31$1,010
Value of interest in common/collective trusts at end of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$130,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$103,916
Employer contributions (assets) at end of year2010-12-31$103,916
Employer contributions (assets) at beginning of year2010-12-31$87,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$30,587
Did the plan have assets held for investment2010-12-31Yes
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 name2010-12-31ARONSON LLC
Accountancy firm EIN2010-12-31371611326

Form 5500 Responses for LIBRARY ASSOCIATES 401(K) PLAN AND TRUST

2015: LIBRARY ASSOCIATES 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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 planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LIBRARY ASSOCIATES 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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 planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LIBRARY ASSOCIATES 401(K) PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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 planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LIBRARY ASSOCIATES 401(K) PLAN AND TRUST 2012 form 5500 responses
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 planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: LIBRARY ASSOCIATES 401(K) PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: LIBRARY ASSOCIATES 401(K) PLAN AND TRUST 2010 form 5500 responses
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 planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: LIBRARY ASSOCIATES 401(K) PLAN AND TRUST 2009 form 5500 responses
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 planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3