Plan Name | MARCH OF DIMES, INC. 401(A) PLAN |
Plan identification number | 004 |
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 |
---|---|---|---|---|---|
004 | 2023-01-01 | DEIRDRE MALONEY | 2024-10-10 | CANDICE CHRISTOPHER | 2024-10-10 |
004 | 2022-01-01 | DEIRDRE MALONEY | 2023-10-16 | CANDICE CHRISTOPHER | 2023-10-16 |
004 | 2021-01-01 | DEIRDRE MALONEY | 2022-10-14 | DAVID C. DAMOND | 2022-10-14 |
004 | 2020-01-01 | DEIRDRE MALONEY | 2021-10-07 | DAVID C. DAMOND | 2021-10-07 |
004 | 2019-01-01 | DEIRDRE MALONEY | 2020-10-15 | ||
004 | 2019-01-01 | DEIRDRE MALONEY | 2020-10-21 | DAVID C. DAMOND | 2020-10-21 |
004 | 2018-01-01 | DEIRDRE MALONEY | 2019-10-11 | DAVID C. DAMOND | 2019-10-11 |
004 | 2017-01-01 | ||||
004 | 2016-01-01 | DEIRDRE MALONEY | DAVID HORNE | 2017-10-16 | |
004 | 2015-01-01 | VINCENT SAMPUGNARO | DAVID HORNE | 2016-10-17 | |
004 | 2014-01-01 | VINCENT SAMPUGNARO | DAVID HORNE | 2015-10-15 | |
004 | 2013-01-01 | VINCENT SAMPUGNARO | DAVID HORNE | 2014-10-16 | |
004 | 2012-01-01 | VINCENT SAMPUGNARO | DAVID HORNE | 2014-05-27 |
Measure | Date | Value |
---|---|---|
2023: MARCH OF DIMES, INC. 401(A) PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 637 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 359 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 275 |
Total of all active and inactive participants | 2023-01-01 | 637 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 1 |
Total participants | 2023-01-01 | 638 |
Number of participants with account balances | 2023-01-01 | 479 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 419 |
2022: MARCH OF DIMES, INC. 401(A) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 797 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 171 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 317 |
Total of all active and inactive participants | 2022-01-01 | 493 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 493 |
Number of participants with account balances | 2022-01-01 | 492 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: MARCH OF DIMES, INC. 401(A) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 770 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 484 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 308 |
Total of all active and inactive participants | 2021-01-01 | 797 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 797 |
Number of participants with account balances | 2021-01-01 | 519 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: MARCH OF DIMES, INC. 401(A) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 926 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 267 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 499 |
Total of all active and inactive participants | 2020-01-01 | 770 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 770 |
Number of participants with account balances | 2020-01-01 | 628 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: MARCH OF DIMES, INC. 401(A) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 980 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 468 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 449 |
Total of all active and inactive participants | 2019-01-01 | 925 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 926 |
Number of participants with account balances | 2019-01-01 | 926 |
2018: MARCH OF DIMES, INC. 401(A) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 776 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 560 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 411 |
Total of all active and inactive participants | 2018-01-01 | 979 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 980 |
Number of participants with account balances | 2018-01-01 | 813 |
2017: MARCH OF DIMES, INC. 401(A) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 912 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 694 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 147 |
Total of all active and inactive participants | 2017-01-01 | 841 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 841 |
Number of participants with account balances | 2017-01-01 | 561 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 46 |
2016: MARCH OF DIMES, INC. 401(A) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 542 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 464 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 236 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 11 |
Total of all active and inactive participants | 2016-01-01 | 711 |
Total participants | 2016-01-01 | 711 |
Number of participants with account balances | 2016-01-01 | 626 |
2015: MARCH OF DIMES, INC. 401(A) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 593 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 441 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 94 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 7 |
Total of all active and inactive participants | 2015-01-01 | 542 |
Total participants | 2015-01-01 | 542 |
2014: MARCH OF DIMES, INC. 401(A) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 471 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 579 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 14 |
Total of all active and inactive participants | 2014-01-01 | 593 |
Total participants | 2014-01-01 | 593 |
2013: MARCH OF DIMES, INC. 401(A) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 514 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 456 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 15 |
Total of all active and inactive participants | 2013-01-01 | 471 |
Total participants | 2013-01-01 | 471 |
2012: MARCH OF DIMES, INC. 401(A) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 514 |
Total of all active and inactive participants | 2012-01-01 | 514 |
Total participants | 2012-01-01 | 514 |
Number of participants with account balances | 2012-01-01 | 514 |
Measure | Date | Value |
---|---|---|
2023 : MARCH OF DIMES, INC. 401(A) PLAN 2023 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total income from all sources (including contributions) | 2023-12-31 | $1,475,057 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $1,031,318 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $1,017,468 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $0 |
Value of total assets at end of year | 2023-12-31 | $8,799,893 |
Value of total assets at beginning of year | 2023-12-31 | $8,356,154 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $13,850 |
Total interest from all sources | 2023-12-31 | $17,808 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $174,779 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $174,779 |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | 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 | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $443,739 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $8,799,893 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $8,356,154 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $8,409,578 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $7,984,052 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $390,315 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $372,102 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $372,102 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $17,808 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $1,282,470 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $1,017,468 |
Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2023-12-31 | 366055558 |
2022 : MARCH OF DIMES, INC. 401(A) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,831,029 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $451,326 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $446,968 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $8,356,154 |
Value of total assets at beginning of year | 2022-12-31 | $10,638,509 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $4,358 |
Total interest from all sources | 2022-12-31 | $4,787 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $797,459 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $797,459 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | 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 | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-2,282,355 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $8,356,154 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $10,638,509 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $7,984,052 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $10,268,956 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $372,102 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $369,553 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $369,553 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $4,787 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,633,275 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $446,968 |
Contract administrator fees | 2022-12-31 | $4,358 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2022-12-31 | 366055558 |
2021 : MARCH OF DIMES, INC. 401(A) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $1,412,474 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,152,830 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,152,705 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $10,638,509 |
Value of total assets at beginning of year | 2021-12-31 | $10,378,865 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $125 |
Total interest from all sources | 2021-12-31 | $38 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,084,984 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,084,984 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
Minimum employer required contribution for this plan year | 2021-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Administrative expenses (other) incurred | 2021-12-31 | $125 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $259,644 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $10,638,509 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $10,378,865 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $10,268,956 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $10,044,116 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $369,553 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $334,749 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $334,749 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $38 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $327,452 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,152,705 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2021-12-31 | 366055558 |
2020 : MARCH OF DIMES, INC. 401(A) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $1,520,117 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,143,522 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,143,372 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
Value of total assets at end of year | 2020-12-31 | $10,378,865 |
Value of total assets at beginning of year | 2020-12-31 | $10,002,270 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $150 |
Total interest from all sources | 2020-12-31 | $381 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $556,314 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $556,314 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
Minimum employer required contribution for this plan year | 2020-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Administrative expenses (other) incurred | 2020-12-31 | $150 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $376,595 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $10,378,865 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $10,002,270 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $10,044,116 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $9,899,789 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $334,749 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $102,481 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $102,481 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $381 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $963,422 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,143,372 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2020-12-31 | 366055558 |
2019 : MARCH OF DIMES, INC. 401(A) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $1,687,520 |
Total income from all sources (including contributions) | 2019-12-31 | $1,687,520 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,021,572 |
Total of all expenses incurred | 2019-12-31 | $1,021,572 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,021,372 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,021,372 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Value of total assets at end of year | 2019-12-31 | $10,002,270 |
Value of total assets at end of year | 2019-12-31 | $10,002,270 |
Value of total assets at beginning of year | 2019-12-31 | $9,336,322 |
Value of total assets at beginning of year | 2019-12-31 | $9,336,322 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $200 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $200 |
Total interest from all sources | 2019-12-31 | $2,183 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $565,112 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $565,112 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
Minimum employer required contribution for this plan year | 2019-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Other income not declared elsewhere | 2019-12-31 | $-189,696 |
Other income not declared elsewhere | 2019-12-31 | $-189,696 |
Administrative expenses (other) incurred | 2019-12-31 | $200 |
Administrative expenses (other) incurred | 2019-12-31 | $200 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | 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 | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $665,948 |
Value of net income/loss | 2019-12-31 | $665,948 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $10,002,270 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $10,002,270 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $9,336,322 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $9,336,322 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $9,899,789 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $9,899,789 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $7,653,212 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $7,653,212 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $102,481 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $102,481 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $66,191 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $66,191 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $66,191 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $66,191 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $2,183 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,309,921 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,309,921 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,616,919 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,616,919 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,021,372 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,021,372 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | GRANT THORNTON LLP |
Accountancy firm name | 2019-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2019-12-31 | 366055558 |
Accountancy firm EIN | 2019-12-31 | 366055558 |
2018 : MARCH OF DIMES, INC. 401(A) PLAN 2018 401k financial data | ||
Total income from all sources (including contributions) | 2018-12-31 | $638,342 |
Total of all expenses incurred | 2018-12-31 | $682,810 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $682,435 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,318,999 |
Value of total assets at end of year | 2018-12-31 | $9,336,322 |
Value of total assets at beginning of year | 2018-12-31 | $9,380,790 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $375 |
Total interest from all sources | 2018-12-31 | $1,417 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $490,240 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $490,240 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2018-12-31 | 0 |
Minimum employer required contribution for this plan year | 2018-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Administrative expenses (other) incurred | 2018-12-31 | $375 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-44,468 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $9,336,322 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,380,790 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $7,653,212 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $6,589,752 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $66,191 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $116,515 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $116,515 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $1,417 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,172,314 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,318,999 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,616,919 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $2,674,523 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $682,435 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | KPMG LLP |
Accountancy firm EIN | 2018-12-31 | 135565207 |
2017 : MARCH OF DIMES, INC. 401(A) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $3,784,411 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $865,913 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $817,809 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,674,523 |
Value of total assets at end of year | 2017-12-31 | $9,380,790 |
Value of total assets at beginning of year | 2017-12-31 | $6,462,292 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $48,104 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $285,377 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $285,377 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
Minimum employer required contribution for this plan year | 2017-12-31 | $2,674,523 |
Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $2,674,523 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Administrative expenses (other) incurred | 2017-12-31 | $48,104 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,918,498 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $9,380,790 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $6,462,292 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $6,589,752 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $4,850,927 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $116,515 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $4,978 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $4,978 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $824,511 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $2,674,523 |
Employer contributions (assets) at end of year | 2017-12-31 | $2,674,523 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,606,387 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $817,809 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | PKF O'CONNOR DAVIES, LLP |
Accountancy firm EIN | 2017-12-31 | 271728945 |
2016 : MARCH OF DIMES, INC. 401(A) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,531,848 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $431,494 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $431,004 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,176,387 |
Value of total assets at end of year | 2016-12-31 | $6,462,292 |
Value of total assets at beginning of year | 2016-12-31 | $5,361,938 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $490 |
Total interest from all sources | 2016-12-31 | $82 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $191,816 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $191,816 |
Was this plan covered by a fidelity bond | 2016-12-31 | No |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Administrative expenses (other) incurred | 2016-12-31 | $490 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,100,354 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $6,462,292 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,361,938 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $4,850,927 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $3,351,823 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $4,978 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $380,170 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $380,170 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $82 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $163,563 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,176,387 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,606,387 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,629,945 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $431,004 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | KPMG LLP |
Accountancy firm EIN | 2016-12-31 | 135565207 |
2015 : MARCH OF DIMES, INC. 401(A) PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $1,595,672 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $393,545 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $354,980 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,625,514 |
Value of total assets at end of year | 2015-12-31 | $5,361,938 |
Value of total assets at beginning of year | 2015-12-31 | $4,159,811 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $38,565 |
Total interest from all sources | 2015-12-31 | $-338 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $202,311 |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $202,311 |
Was this plan covered by a fidelity bond | 2015-12-31 | No |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Administrative expenses (other) incurred | 2015-12-31 | $38,565 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $1,549,010 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,202,127 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $5,361,938 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,159,811 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $3,351,823 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,557,043 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $380,170 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $53,758 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $53,758 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $-338 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-231,815 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,625,514 |
Employer contributions (assets) at end of year | 2015-12-31 | $1,629,945 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $354,980 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | KPMG LLP |
Accountancy firm EIN | 2015-12-31 | 135565207 |
2014 : MARCH OF DIMES, INC. 401(A) PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $1,649,812 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $147,030 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $146,955 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,514,319 |
Value of total assets at end of year | 2014-12-31 | $4,159,811 |
Value of total assets at beginning of year | 2014-12-31 | $2,657,029 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $75 |
Total interest from all sources | 2014-12-31 | $4 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $194,893 |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $194,893 |
Was this plan covered by a fidelity bond | 2014-12-31 | No |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Administrative expenses (other) incurred | 2014-12-31 | $75 |
Total non interest bearing cash at end of year | 2014-12-31 | $1,549,010 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $1,396,034 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,502,782 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $4,159,811 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,657,029 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $2,557,043 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $1,216,144 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $53,758 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $44,851 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $44,851 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $4 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-59,404 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,514,319 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $146,955 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | KPMG LLP |
Accountancy firm EIN | 2014-12-31 | 135565207 |
2013 : MARCH OF DIMES, INC. 401(A) PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 |
Total income from all sources (including contributions) | 2013-12-31 | $1,538,917 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $48,010 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $44,970 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,396,034 |
Value of total assets at end of year | 2013-12-31 | $2,657,029 |
Value of total assets at beginning of year | 2013-12-31 | $1,166,122 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $3,040 |
Total interest from all sources | 2013-12-31 | $2 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $61,478 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $61,478 |
Was this plan covered by a fidelity bond | 2013-12-31 | No |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Administrative expenses (other) incurred | 2013-12-31 | $3,040 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,490,907 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,657,029 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,166,122 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $1,216,144 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $44,851 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $2 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $81,403 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,396,034 |
Employer contributions (assets) at end of year | 2013-12-31 | $1,396,034 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $1,166,122 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $44,970 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | KPMG LLP |
Accountancy firm EIN | 2013-12-31 | 135565207 |
2012 : MARCH OF DIMES, INC. 401(A) PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $1,137,924 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,137,924 |
Value of total assets at end of year | 2012-12-31 | $1,137,924 |
Value of total assets at beginning of year | 2012-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
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 |
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 | $1,137,924 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,137,924 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $0 |
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 |
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 | $1,137,924 |
Employer contributions (assets) at end of year | 2012-12-31 | $1,137,924 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
Did the plan have assets held for investment | 2012-12-31 | No |
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 |
2023: MARCH OF DIMES, INC. 401(A) PLAN 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: MARCH OF DIMES, INC. 401(A) PLAN 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: MARCH OF DIMES, INC. 401(A) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: MARCH OF DIMES, INC. 401(A) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: MARCH OF DIMES, INC. 401(A) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: MARCH OF DIMES, INC. 401(A) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: MARCH OF DIMES, INC. 401(A) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: MARCH OF DIMES, INC. 401(A) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | First time form 5500 has been submitted | Yes |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: MARCH OF DIMES, INC. 401(A) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | First time form 5500 has been submitted | Yes |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: MARCH OF DIMES, INC. 401(A) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: MARCH OF DIMES, INC. 401(A) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | First time form 5500 has been submitted | Yes |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: MARCH OF DIMES, INC. 401(A) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | First time form 5500 has been submitted | Yes |
2012-01-01 | Submission has been amended | Yes |
2012-01-01 | This submission is the final filing | No |
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 |