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J J LALLY LTD DEFINED BENEFIT PLAN 401k Plan overview

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

J J LALLY LTD DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined 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 SignedName of Company SponsorDate Sponsor Signed
0022011-01-01JAMES LALLY
0022009-01-01JAMES LALLY
0022009-01-01JAMES 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-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: J J LALLY LTD DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

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 plan2011-07-16$0
Total plan liabilities at end of year2011-07-16$0
Total plan liabilities at beginning of year2011-07-16$0
Total income from all sources2011-07-16$152,719
Expenses. Total of all expenses incurred2011-07-16$4,310,758
Benefits paid (including direct rollovers)2011-07-16$4,310,758
Total plan assets at end of year2011-07-16$0
Total plan assets at beginning of year2011-07-16$4,158,039
Value of fidelity bond covering the plan2011-07-16$100,000
Other income received2011-07-16$152,719
Net income (gross income less expenses)2011-07-16$-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 securities2011-07-16$0
2010 : J J LALLY LTD DEFINED BENEFIT PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$571,638
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$4,158,039
Total plan assets at beginning of year2010-12-31$3,586,401
Value of fidelity bond covering the plan2010-12-31$100,000
Other income received2010-12-31$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 securities2010-12-31$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 securities2009-12-31$0

Form 5500 Responses for J J LALLY LTD DEFINED BENEFIT PLAN

2011: J J LALLY LTD DEFINED BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingYes
2011-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: J J LALLY LTD DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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