401k Plan data: J J LALLY LTD DEFINED BENEFIT PLAN plan

J J LALLY LTD DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	J J LALLY LTD DEFINED BENEFIT PLAN
Plan identification number	002

J J LALLY LTD DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

J J LALLY LTD has sponsored the creation of one or more 401k plans.

Company Name: J J LALLY LTD

Employer identification number (EIN): 133336262

NAIC Classification: 442299
NAIC Description: All Other Home Furnishings Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J J LALLY LTD DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2011-01-01 JAMES LALLY
002 2009-01-01 JAMES LALLY
002 2009-01-01 JAMES LALLY

Plan id#	Filing Submission Date	Name of Administrator
002	2011-01-01	JAMES LALLY
002	2009-01-01	JAMES LALLY
002	2009-01-01	JAMES LALLY

Plan Statistics for J J LALLY LTD DEFINED BENEFIT PLAN

401k plan membership statisitcs for J J LALLY LTD DEFINED BENEFIT PLAN

Measure Date Value
2011: J J LALLY LTD DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: J J LALLY LTD DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: J J LALLY LTD DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: J J LALLY LTD DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on J J LALLY LTD DEFINED BENEFIT PLAN

Measure	Date	Value
2011 : J J LALLY LTD DEFINED BENEFIT PLAN 2011 401k financial data
Transfers to/from the plan	2011-07-16	$0
Total plan liabilities at end of year	2011-07-16	$0
Total plan liabilities at beginning of year	2011-07-16	$0
Total income from all sources	2011-07-16	$152,719
Expenses. Total of all expenses incurred	2011-07-16	$4,310,758
Benefits paid (including direct rollovers)	2011-07-16	$4,310,758
Total plan assets at end of year	2011-07-16	$0
Total plan assets at beginning of year	2011-07-16	$4,158,039
Value of fidelity bond covering the plan	2011-07-16	$100,000
Other income received	2011-07-16	$152,719
Net income (gross income less expenses)	2011-07-16	$-4,158,039
Net plan assets at end of year (total assets less liabilities)	2011-07-16	$0
Net plan assets at beginning of year (total assets less liabilities)	2011-07-16	$4,158,039
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-07-16	$0
2010 : J J LALLY LTD DEFINED BENEFIT PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$571,638
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$4,158,039
Total plan assets at beginning of year	2010-12-31	$3,586,401
Value of fidelity bond covering the plan	2010-12-31	$100,000
Other income received	2010-12-31	$471,638
Net income (gross income less expenses)	2010-12-31	$571,638
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,158,039
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,586,401
Total contributions received or receivable from employer(s)	2010-12-31	$100,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : J J LALLY LTD DEFINED BENEFIT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for J J LALLY LTD DEFINED BENEFIT PLAN

2011: J J LALLY LTD DEFINED BENEFIT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	Yes
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: J J LALLY LTD DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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

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Company Name:	J J LALLY LTD
Employer identification number (EIN):	133336262
NAIC Classification:	442299
NAIC Description:	All Other Home Furnishings Stores