401k Plan data: R. W. ARMSTRONG 401K PLAN plan

R. W. ARMSTRONG 401K PLAN 401k Plan overview

Plan Name	R. W. ARMSTRONG 401K PLAN
Plan identification number	001

R. W. ARMSTRONG 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

R. W. ARMSTRONG & ASSOCIATES INC. has sponsored the creation of one or more 401k plans.

Company Name: R. W. ARMSTRONG & ASSOCIATES INC.

Employer identification number (EIN): 351062227

NAIC Classification: 541310
NAIC Description: Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R. W. ARMSTRONG 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 DOM BERNARDO DOM BERNARDO 2014-10-15
001 2012-01-01 DOM BERNARDO
001 2011-01-01 DONNA J. GADIENT
001 2010-01-01 DONNA J. GADIENT
001 2009-01-01 DONNA GADIENT

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	DOM BERNARDO	DOM BERNARDO	2014-10-15
001	2012-01-01	DOM BERNARDO
001	2011-01-01	DONNA J. GADIENT
001	2010-01-01	DONNA J. GADIENT
001	2009-01-01	DONNA GADIENT

Plan Statistics for R. W. ARMSTRONG 401K PLAN

401k plan membership statisitcs for R. W. ARMSTRONG 401K PLAN

Measure Date Value
2013: R. W. ARMSTRONG 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 360
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: R. W. ARMSTRONG 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 363
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 295
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 62
Total of all active and inactive participants 2012-01-01 357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 357
Number of participants with account balances 2012-01-01 288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 5
2011: R. W. ARMSTRONG 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 368
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 284
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 67
Total of all active and inactive participants 2011-01-01 351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 352
Number of participants with account balances 2011-01-01 285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 17
2010: R. W. ARMSTRONG 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 422
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 325
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 33
Total of all active and inactive participants 2010-01-01 358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 358
Number of participants with account balances 2010-01-01 306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: R. W. ARMSTRONG 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 328
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 352
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 56
Total of all active and inactive participants 2009-01-01 408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 408
Number of participants with account balances 2009-01-01 298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: R. W. ARMSTRONG 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	360
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: R. W. ARMSTRONG 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	363
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	295
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	62
Total of all active and inactive participants	2012-01-01	357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	357
Number of participants with account balances	2012-01-01	288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	5
2011: R. W. ARMSTRONG 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	368
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	284
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	67
Total of all active and inactive participants	2011-01-01	351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	352
Number of participants with account balances	2011-01-01	285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	17
2010: R. W. ARMSTRONG 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	422
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	325
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	33
Total of all active and inactive participants	2010-01-01	358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	358
Number of participants with account balances	2010-01-01	306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: R. W. ARMSTRONG 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	328
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	352
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	56
Total of all active and inactive participants	2009-01-01	408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	408
Number of participants with account balances	2009-01-01	298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on R. W. ARMSTRONG 401K PLAN

Measure	Date	Value
2013 : R. W. ARMSTRONG 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-10-01	$0
Total transfer of assets from this plan	2013-10-01	$19,900,205
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-10-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-10-01	$0
Total income from all sources (including contributions)	2013-10-01	$3,378,696
Total loss/gain on sale of assets	2013-10-01	$0
Total of all expenses incurred	2013-10-01	$2,199,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-10-01	$2,176,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-10-01	$1,150,414
Value of total assets at end of year	2013-10-01	$0
Value of total assets at beginning of year	2013-10-01	$18,721,214
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-10-01	$22,868
Total interest from all sources	2013-10-01	$16,636
Total dividends received (eg from common stock, registered investment company shares)	2013-10-01	$142,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-10-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-10-01	$142,875
Administrative expenses professional fees incurred	2013-10-01	$750
Was this plan covered by a fidelity bond	2013-10-01	Yes
Value of fidelity bond cover	2013-10-01	$500,000
If this is an individual account plan, was there a blackout period	2013-10-01	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-10-01	$0
Were there any nonexempt tranactions with any party-in-interest	2013-10-01	No
Contributions received from participants	2013-10-01	$1,112,378
Participant contributions at end of year	2013-10-01	$0
Participant contributions at beginning of year	2013-10-01	$406,912
Income. Received or receivable in cash from other sources (including rollovers)	2013-10-01	$22,409
Administrative expenses (other) incurred	2013-10-01	$8
Total non interest bearing cash at end of year	2013-10-01	$0
Total non interest bearing cash at beginning of year	2013-10-01	$852
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-10-01	No
Value of net income/loss	2013-10-01	$1,178,991
Value of net assets at end of year (total assets less liabilities)	2013-10-01	$0
Value of net assets at beginning of year (total assets less liabilities)	2013-10-01	$18,721,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-10-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-10-01	No
Were any leases to which the plan was party in default or uncollectible	2013-10-01	No
Investment advisory and management fees	2013-10-01	$22,110
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-10-01	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-10-01	$16,399,463
Interest on participant loans	2013-10-01	$16,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-10-01	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-10-01	$1,532,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-10-01	$1,532,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-10-01	$2,068,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-10-01	No
Was there a failure to transmit to the plan any participant contributions	2013-10-01	No
Has the plan failed to provide any benefit when due under the plan	2013-10-01	No
Contributions received in cash from employer	2013-10-01	$15,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-10-01	$2,176,837
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	2013-10-01	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2013-10-01	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-10-01	$381,446
Did the plan have assets held for investment	2013-10-01	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	2013-10-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-10-01	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-10-01	Yes
Opinion of an independent qualified public accountant for this plan	2013-10-01	Disclaimer
Accountancy firm name	2013-10-01	SOMERSET CPA P.C.
Accountancy firm EIN	2013-10-01	201717681
2012 : R. W. ARMSTRONG 401K 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	$6,109
Total income from all sources (including contributions)	2012-12-31	$4,720,215
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,527,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,525,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,507,019
Value of total assets at end of year	2012-12-31	$18,721,214
Value of total assets at beginning of year	2012-12-31	$15,535,068
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,225
Total interest from all sources	2012-12-31	$23,651
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$418,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$418,282
Administrative expenses professional fees incurred	2012-12-31	$2,100
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,740,591
Participant contributions at end of year	2012-12-31	$406,912
Participant contributions at beginning of year	2012-12-31	$497,785
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$330,509
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$6,109
Other income not declared elsewhere	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$125
Total non interest bearing cash at end of year	2012-12-31	$852
Total non interest bearing cash at beginning of year	2012-12-31	$371
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	$3,192,255
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$18,721,214
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$15,528,959
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	$16,399,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$13,556,023
Interest on participant loans	2012-12-31	$23,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$1,532,541
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$1,201,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$1,201,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,771,263
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	Yes
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	$435,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,525,735
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$381,446
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$279,641
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	SOMERSET CPA P.C.
Accountancy firm EIN	2012-12-31	201717681
2011 : R. W. ARMSTRONG 401K PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-1,202,498
Total unrealized appreciation/depreciation of assets	2011-12-31	$-1,202,498
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$6,109
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$160,791
Total income from all sources (including contributions)	2011-12-31	$1,548,905
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$2,434,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,430,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,366,753
Value of total assets at end of year	2011-12-31	$15,535,068
Value of total assets at beginning of year	2011-12-31	$16,575,810
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$4,050
Total interest from all sources	2011-12-31	$27,628
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$357,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$352,043
Administrative expenses professional fees incurred	2011-12-31	$4,050
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,766,505
Participant contributions at end of year	2011-12-31	$497,785
Participant contributions at beginning of year	2011-12-31	$428,766
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$171,961
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$6,109
Total non interest bearing cash at end of year	2011-12-31	$371
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	$-886,060
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$15,528,959
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$16,415,019
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	$13,556,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$14,563,592
Interest on participant loans	2011-12-31	$26,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$1,201,248
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$1,195,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$1,195,067
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$930
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	$428,287
Income. Dividends from common stock	2011-12-31	$4,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,430,915
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	2011-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$279,641
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$388,385
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$160,791
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	SOMERSET CPAS P.C.
Accountancy firm EIN	2011-12-31	201717681
2010 : R. W. ARMSTRONG 401K PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$1,570,735
Total unrealized appreciation/depreciation of assets	2010-12-31	$1,570,735
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$160,791
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$4,443,973
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$638,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$636,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,512,936
Value of total assets at end of year	2010-12-31	$16,575,810
Value of total assets at beginning of year	2010-12-31	$12,609,686
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,433
Total interest from all sources	2010-12-31	$24,876
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$233,561
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	$227,120
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,921,215
Participant contributions at end of year	2010-12-31	$428,766
Participant contributions at beginning of year	2010-12-31	$368,669
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$226,276
Administrative expenses (other) incurred	2010-12-31	$2,433
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	$3,805,333
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$16,415,019
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$12,609,686
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	$14,563,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$10,967,642
Interest on participant loans	2010-12-31	$23,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$1,195,067
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$944,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$944,270
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$1,615
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$101,865
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	$365,445
Income. Dividends from common stock	2010-12-31	$6,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$636,207
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	2010-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$388,385
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$329,105
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$160,791
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	SOMERSET CPAS, P.C.
Accountancy firm EIN	2010-12-31	201717681
2009 : R. W. ARMSTRONG 401K 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 R. W. ARMSTRONG 401K PLAN

2013: R. W. ARMSTRONG 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: R. W. ARMSTRONG 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
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
2011: R. W. ARMSTRONG 401K 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	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
2010: R. W. ARMSTRONG 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: R. W. ARMSTRONG 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
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

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	R. W. ARMSTRONG & ASSOCIATES INC.
Employer identification number (EIN):	351062227
NAIC Classification:	541310
NAIC Description:	Architectural Services