Plan Name | MARCH OF DIMES FOUNDATION DEFINED CONTRIBUTION PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | MARCH OF DIMES INC. |
Employer identification number (EIN): | 131846366 |
NAIC Classification: | 813000 |
NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about MARCH OF DIMES INC.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1938-01-03 |
Company Identification Number: | 39402 |
Legal Registered Office Address: |
80 STATE STREET Westchester ALBANY United States of America (USA) 122072543 |
More information about MARCH OF DIMES INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2012-01-01 | VINCENT SAMPUGNARO | DAVID HORNE | 2013-12-27 | |
002 | 2011-01-01 | VINCENT SAMPUGNARO | DAVID HORNE | 2013-05-20 | |
002 | 2009-01-01 | VINCENT SAMPUGNARO | RICHARD MULLIGAN | 2010-10-15 |
Measure | Date | Value |
---|---|---|
2012: MARCH OF DIMES FOUNDATION DEFINED CONTRIBUTION PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 420 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 0 |
Number of participants with account balances | 2012-01-01 | 0 |
2011: MARCH OF DIMES FOUNDATION DEFINED CONTRIBUTION PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 428 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 421 |
Total of all active and inactive participants | 2011-01-01 | 421 |
Total participants | 2011-01-01 | 421 |
Number of participants with account balances | 2011-01-01 | 420 |
2009: MARCH OF DIMES FOUNDATION DEFINED CONTRIBUTION PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 661 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 376 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 282 |
Total of all active and inactive participants | 2009-01-01 | 661 |
Total participants | 2009-01-01 | 661 |
Number of participants with account balances | 2009-01-01 | 659 |
Measure | Date | Value |
---|---|---|
2012 : MARCH OF DIMES FOUNDATION DEFINED CONTRIBUTION PLAN 2012 401k financial data | ||
Total transfer of assets from this plan | 2012-12-31 | $3,971,763 |
Total income from all sources (including contributions) | 2012-12-31 | $1,218,365 |
Total of all expenses incurred | 2012-12-31 | $374,903 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $371,781 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $807,993 |
Value of total assets at end of year | 2012-12-31 | $3,971,763 |
Value of total assets at beginning of year | 2012-12-31 | $4,037,181 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $3,122 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $83,977 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2012-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $83,977 |
Was this plan covered by a fidelity bond | 2012-12-31 | No |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $100,886 |
Administrative expenses (other) incurred | 2012-12-31 | $3,122 |
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 | $843,462 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $3,971,763 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,037,181 |
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 | $3,912,162 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $2,928,652 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $59,601 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $199,650 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $199,650 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $326,395 |
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 |
Contributions received in cash from employer | 2012-12-31 | $807,993 |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $908,879 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $371,781 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | KPMG LLP |
Accountancy firm EIN | 2012-12-31 | 135565207 |
2011 : MARCH OF DIMES FOUNDATION DEFINED CONTRIBUTION PLAN 2011 401k financial data | ||
Total income from all sources (including contributions) | 2011-12-31 | $388,938 |
Total of all expenses incurred | 2011-12-31 | $228,607 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $225,687 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $507,993 |
Value of total assets at end of year | 2011-12-31 | $4,216,295 |
Value of total assets at beginning of year | 2011-12-31 | $4,055,964 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,920 |
Total interest from all sources | 2011-12-31 | $4,637 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $106,041 |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $106,041 |
Was this plan covered by a fidelity bond | 2011-12-31 | No |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Administrative expenses (other) incurred | 2011-12-31 | $2,920 |
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 | $160,331 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,216,295 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,055,964 |
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 | $2,928,652 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,124,612 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $199,650 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $4,637 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-229,733 |
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 |
Contributions received in cash from employer | 2011-12-31 | $507,993 |
Employer contributions (assets) at end of year | 2011-12-31 | $1,087,993 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $931,352 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $225,687 |
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 | KPMG LLP |
Accountancy firm EIN | 2011-12-31 | 135565207 |
2010 : MARCH OF DIMES FOUNDATION DEFINED CONTRIBUTION PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $283,956 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $283,956 |
Total income from all sources (including contributions) | 2010-12-31 | $1,289,892 |
Total of all expenses incurred | 2010-12-31 | $96,143 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $93,318 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $931,352 |
Value of total assets at end of year | 2010-12-31 | $4,055,964 |
Value of total assets at beginning of year | 2010-12-31 | $2,862,215 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,825 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $73,936 |
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 | $73,936 |
Administrative expenses professional fees incurred | 2010-12-31 | $2,825 |
Was this plan covered by a fidelity bond | 2010-12-31 | No |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
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 | $1,193,749 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,055,964 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,862,215 |
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 | $3,124,612 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,908,826 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $5,753 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $5,753 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $648 |
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 |
Contributions received in cash from employer | 2010-12-31 | $931,352 |
Employer contributions (assets) at end of year | 2010-12-31 | $931,352 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $947,636 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $93,318 |
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 | KPMG LLP |
Accountancy firm EIN | 2010-12-31 | 135565207 |
2009 : MARCH OF DIMES FOUNDATION DEFINED CONTRIBUTION 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 |
2012: MARCH OF DIMES FOUNDATION DEFINED CONTRIBUTION PLAN 2012 form 5500 responses | ||
---|---|---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | Yes |
2012-01-01 | This submission is the final filing | Yes |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: MARCH OF DIMES FOUNDATION DEFINED CONTRIBUTION PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | Yes |
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: MARCH OF DIMES FOUNDATION DEFINED CONTRIBUTION PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | First time form 5500 has been submitted | Yes |
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 |