NEEDHAM COMPANY has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2009: MY PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-10-01 | 4 |
| 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 | 4 |
| Total of all active and inactive participants | 2009-10-01 | 4 |
| Total participants | 2009-10-01 | 4 |
| Number of participants with account balances | 2009-10-01 | 4 |
| Total participants, beginning-of-year | 2009-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 0 |
| Number of participants with account balances | 2009-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2013 : MY PLAN 2013 401k financial data |
|---|
| 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 | $11 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $11 |
| 2011 : MY PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-11,695 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-11,695 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $14,250 |
| Expenses. Interest paid | 2011-12-31 | $200,955 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2011-12-31 | $200,955 |
| Total income from all sources (including contributions) | 2011-12-31 | $-1,879,006 |
| Total loss/gain on sale of assets | 2011-12-31 | $-1,865,618 |
| Total of all expenses incurred | 2011-12-31 | $694,469 |
| Value of total assets at end of year | 2011-12-31 | $34,373,086 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $493,514 |
| Total interest from all sources | 2011-12-31 | $35,017 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $-36,710 |
| Administrative expenses professional fees incurred | 2011-12-31 | $51,924 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $99,357 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $14,250 |
| Administrative expenses (other) incurred | 2011-12-31 | $17,987 |
| Value of net income/loss | 2011-12-31 | $-2,573,475 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $34,358,836 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2011-12-31 | $34,273,729 |
| Investment advisory and management fees | 2011-12-31 | $423,603 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $35,017 |
| Income. Dividends from common stock | 2011-12-31 | $-36,710 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2011-12-31 | $-1,865,618 |
| 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 | ROTHSTEIN KASS |
| Accountancy firm EIN | 2011-12-31 | 222131009 |
| 2010 : MY PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $4,022 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $47,480 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $47,480 |
| Total plan assets at end of year | 2010-12-31 | $0 |
| Total plan assets at beginning of year | 2010-12-31 | $43,458 |
| Other income received | 2010-12-31 | $4,022 |
| Net income (gross income less expenses) | 2010-12-31 | $-43,458 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $43,458 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
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