TEMPEL HOLDINGS, INC. has sponsored the creation of one or more 401k plans.
Additional information about TEMPEL HOLDINGS, INC.
Measure | Date | Value |
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2020: TEMPEL EMPLOYEES PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 72,547,384 |
Acturial value of plan assets | 2020-12-31 | 69,849,552 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 41,815,705 |
Number of terminated vested participants | 2020-12-31 | 362 |
Fundng target for terminated vested participants | 2020-12-31 | 19,554,333 |
Active participant vested funding target | 2020-12-31 | 21,099,585 |
Number of active participants | 2020-12-31 | 251 |
Total funding liabilities for active participants | 2020-12-31 | 21,604,630 |
Total participant count | 2020-12-31 | 1,208 |
Total funding target for all participants | 2020-12-31 | 82,974,668 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 1,114,478 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 1,114,478 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 3,804 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 4,581 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 4,581 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 4,581 |
Total employer contributions | 2020-12-31 | 2,160,979 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 2,043,877 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 115,000 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 13,129,697 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 1,347,704 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 1,347,704 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 2,043,877 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 1,176 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 177 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 477 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 319 |
Total of all active and inactive participants | 2020-01-01 | 973 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 127 |
Total participants | 2020-01-01 | 1,100 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: TEMPEL EMPLOYEES PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 67,345,627 |
Acturial value of plan assets | 2019-12-31 | 72,165,176 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 41,290,962 |
Number of terminated vested participants | 2019-12-31 | 365 |
Fundng target for terminated vested participants | 2019-12-31 | 19,303,809 |
Active participant vested funding target | 2019-12-31 | 27,434,275 |
Number of active participants | 2019-12-31 | 304 |
Total funding liabilities for active participants | 2019-12-31 | 28,218,601 |
Total participant count | 2019-12-31 | 1,237 |
Total funding target for all participants | 2019-12-31 | 88,813,372 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 2,924,054 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 271,815 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 2,652,239 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 1,346,535 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 1,114,478 |
Total employer contributions | 2019-12-31 | 40,000 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 37,831 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 100,000 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 17,762,674 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 3,640,134 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 1,114,478 |
Additional cash requirement | 2019-12-31 | 2,525,656 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 37,831 |
Unpaid minimum required contributions for current year | 2019-12-31 | 2,487,825 |
Unpaid minimum required contributions for all years | 2019-12-31 | 2,487,825 |
Total participants, beginning-of-year | 2019-01-01 | 1,211 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 251 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 463 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 339 |
Total of all active and inactive participants | 2019-01-01 | 1,053 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 123 |
Total participants | 2019-01-01 | 1,176 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: TEMPEL EMPLOYEES PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 78,961,141 |
Acturial value of plan assets | 2018-12-31 | 74,277,741 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 39,257,786 |
Number of terminated vested participants | 2018-12-31 | 388 |
Fundng target for terminated vested participants | 2018-12-31 | 19,199,321 |
Active participant vested funding target | 2018-12-31 | 28,184,174 |
Number of active participants | 2018-12-31 | 329 |
Total funding liabilities for active participants | 2018-12-31 | 29,426,377 |
Total participant count | 2018-12-31 | 1,270 |
Total funding target for all participants | 2018-12-31 | 87,883,484 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 2,762,190 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 2,924,054 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 2,924,054 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 2,924,054 |
Total employer contributions | 2018-12-31 | 956,084 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 917,451 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 100,000 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 16,529,797 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 1,189,266 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 271,815 |
Additional cash requirement | 2018-12-31 | 917,451 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 917,451 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 1,245 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 304 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 443 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 344 |
Total of all active and inactive participants | 2018-01-01 | 1,091 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 120 |
Total participants | 2018-01-01 | 1,211 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: TEMPEL EMPLOYEES PENSION PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 72,947,486 |
Acturial value of plan assets | 2017-12-31 | 75,719,877 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 37,102,885 |
Number of terminated vested participants | 2017-12-31 | 545 |
Fundng target for terminated vested participants | 2017-12-31 | 20,987,002 |
Active participant vested funding target | 2017-12-31 | 28,099,556 |
Number of active participants | 2017-12-31 | 350 |
Total funding liabilities for active participants | 2017-12-31 | 28,971,693 |
Total participant count | 2017-12-31 | 1,425 |
Total funding target for all participants | 2017-12-31 | 87,061,580 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 806,129 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 806,129 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 3,243,916 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 3,074,358 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 11,341,703 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 312,168 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 312,168 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 3,074,358 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 1,402 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 329 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 438 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 368 |
Total of all active and inactive participants | 2017-01-01 | 1,135 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 110 |
Total participants | 2017-01-01 | 1,245 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: TEMPEL EMPLOYEES PENSION PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 75,274,228 |
Acturial value of plan assets | 2016-12-31 | 82,801,650 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 34,632,025 |
Number of terminated vested participants | 2016-12-31 | 568 |
Fundng target for terminated vested participants | 2016-12-31 | 21,476,543 |
Active participant vested funding target | 2016-12-31 | 31,851,556 |
Number of active participants | 2016-12-31 | 383 |
Total funding liabilities for active participants | 2016-12-31 | 32,834,069 |
Total participant count | 2016-12-31 | 1,455 |
Total funding target for all participants | 2016-12-31 | 88,942,637 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 1,587,084 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 713,894 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 873,190 |
Present value of excess contributions | 2016-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 806,129 |
Total employer contributions | 2016-12-31 | 461,911 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 427,198 |
Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 6,947,116 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 1,233,327 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 806,129 |
Additional cash requirement | 2016-12-31 | 427,198 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 427,198 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 1,433 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 350 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 420 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 526 |
Total of all active and inactive participants | 2016-01-01 | 1,296 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 106 |
Total participants | 2016-01-01 | 1,402 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: TEMPEL EMPLOYEES PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 1,456 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 383 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 397 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 555 |
Total of all active and inactive participants | 2015-01-01 | 1,335 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 98 |
Total participants | 2015-01-01 | 1,433 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: TEMPEL EMPLOYEES PENSION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 1,478 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 418 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 384 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 559 |
Total of all active and inactive participants | 2014-01-01 | 1,361 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 95 |
Total participants | 2014-01-01 | 1,456 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: TEMPEL EMPLOYEES PENSION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 1,499 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 442 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 372 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 571 |
Total of all active and inactive participants | 2013-01-01 | 1,385 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 93 |
Total participants | 2013-01-01 | 1,478 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3 |
2012: TEMPEL EMPLOYEES PENSION PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 1,528 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 477 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 365 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 566 |
Total of all active and inactive participants | 2012-01-01 | 1,408 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 91 |
Total participants | 2012-01-01 | 1,499 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 5 |
2011: TEMPEL EMPLOYEES PENSION PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 1,574 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 444 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 384 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 607 |
Total of all active and inactive participants | 2011-01-01 | 1,435 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 93 |
Total participants | 2011-01-01 | 1,528 |
Number of participants with account balances | 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: TEMPEL EMPLOYEES PENSION PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 1,584 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 673 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 298 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 518 |
Total of all active and inactive participants | 2009-01-01 | 1,489 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 90 |
Total participants | 2009-01-01 | 1,579 |
Number of participants with account balances | 2009-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 11 |
Measure | Date | Value |
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2020 : TEMPEL EMPLOYEES PENSION PLAN 2020 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $3,250,206 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $3,250,206 |
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 | $9,925,026 |
Total loss/gain on sale of assets | 2020-12-31 | $859,729 |
Total of all expenses incurred | 2020-12-31 | $16,065,559 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $15,867,762 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,160,979 |
Value of total assets at end of year | 2020-12-31 | $66,546,476 |
Value of total assets at beginning of year | 2020-12-31 | $72,687,009 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $197,797 |
Total interest from all sources | 2020-12-31 | $272,749 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $561,627 |
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 | $561,627 |
Administrative expenses professional fees incurred | 2020-12-31 | $45,246 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $2,000,000 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $25,434,200 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $635,644 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $23 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $219,400 |
Other income not declared elsewhere | 2020-12-31 | $245 |
Administrative expenses (other) incurred | 2020-12-31 | $5,136 |
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 | $-6,140,533 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $66,546,476 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $72,687,009 |
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 |
Investment advisory and management fees | 2020-12-31 | $122,894 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $33,528,382 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $31,805,117 |
Interest earned on other investments | 2020-12-31 | $9,550 |
Income. Interest from US Government securities | 2020-12-31 | $126,249 |
Income. Interest from corporate debt instruments | 2020-12-31 | $134,413 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $6,207,809 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $2,653,653 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $4,290,898 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $4,290,898 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $2,537 |
Asset value of US Government securities at beginning of year | 2020-12-31 | $15,842,308 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,736,638 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $82,853 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
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 |
Contributions received in cash from employer | 2020-12-31 | $2,160,979 |
Employer contributions (assets) at end of year | 2020-12-31 | $4,930,218 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $2,809,239 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $15,867,762 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $10,876,594 |
Contract administrator fees | 2020-12-31 | $24,521 |
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 | Yes |
Aggregate proceeds on sale of assets | 2020-12-31 | $37,102,744 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $36,243,015 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2020-12-31 | 135381590 |
2019 : TEMPEL EMPLOYEES PENSION PLAN 2019 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $3,114,278 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $3,114,278 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $3,114,278 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $3,114,278 |
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 | $15,961,035 |
Total loss/gain on sale of assets | 2019-12-31 | $705,935 |
Total loss/gain on sale of assets | 2019-12-31 | $705,935 |
Total of all expenses incurred | 2019-12-31 | $10,619,653 |
Total of all expenses incurred | 2019-12-31 | $10,619,653 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $10,321,443 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $10,321,443 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,962,576 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,962,576 |
Value of total assets at end of year | 2019-12-31 | $72,687,009 |
Value of total assets at end of year | 2019-12-31 | $72,687,009 |
Value of total assets at beginning of year | 2019-12-31 | $67,345,627 |
Value of total assets at beginning of year | 2019-12-31 | $67,345,627 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $298,210 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $298,210 |
Total interest from all sources | 2019-12-31 | $1,103,606 |
Total interest from all sources | 2019-12-31 | $1,103,606 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $892,777 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $892,777 |
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 | $892,777 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $892,777 |
Administrative expenses professional fees incurred | 2019-12-31 | $81,844 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $2,000,000 |
Value of fidelity bond cover | 2019-12-31 | $2,000,000 |
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 |
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 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $635,644 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $635,644 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $581,284 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $581,284 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $219,400 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $219,400 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $276,795 |
Administrative expenses (other) incurred | 2019-12-31 | $3,961 |
Administrative expenses (other) incurred | 2019-12-31 | $3,961 |
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 | $5,341,382 |
Value of net income/loss | 2019-12-31 | $5,341,382 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $72,687,009 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $67,345,627 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $67,345,627 |
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 |
Investment advisory and management fees | 2019-12-31 | $186,145 |
Investment advisory and management fees | 2019-12-31 | $186,145 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $31,805,117 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $28,123,521 |
Interest earned on other investments | 2019-12-31 | $37,134 |
Income. Interest from US Government securities | 2019-12-31 | $596,749 |
Income. Interest from corporate debt instruments | 2019-12-31 | $459,513 |
Income. Interest from corporate debt instruments | 2019-12-31 | $459,513 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $6,207,809 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $6,207,809 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $7,570,084 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $4,290,898 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $4,290,898 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $882,615 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $882,615 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $10,210 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $10,210 |
Asset value of US Government securities at end of year | 2019-12-31 | $15,842,308 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $20,193,438 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $5,907,168 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $5,907,168 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,274,695 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,274,695 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
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 |
Contributions received in cash from employer | 2019-12-31 | $2,962,576 |
Contributions received in cash from employer | 2019-12-31 | $2,962,576 |
Employer contributions (assets) at end of year | 2019-12-31 | $2,809,239 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $10,321,443 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $10,321,443 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $10,876,594 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $10,876,594 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $9,717,890 |
Contract administrator fees | 2019-12-31 | $26,260 |
Contract administrator fees | 2019-12-31 | $26,260 |
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 |
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 | Yes |
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 | Yes |
Aggregate proceeds on sale of assets | 2019-12-31 | $33,428,567 |
Aggregate proceeds on sale of assets | 2019-12-31 | $33,428,567 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $32,722,632 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $32,722,632 |
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 | BDO USA, LLP |
Accountancy firm name | 2019-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2019-12-31 | 135381590 |
2018 : TEMPEL EMPLOYEES PENSION PLAN 2018 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2018-12-31 | $-1,973,054 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-1,973,054 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $-4,365,640 |
Total loss/gain on sale of assets | 2018-12-31 | $-244,080 |
Total of all expenses incurred | 2018-12-31 | $7,275,203 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $6,993,678 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $956,084 |
Value of total assets at end of year | 2018-12-31 | $67,345,627 |
Value of total assets at beginning of year | 2018-12-31 | $78,986,470 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $281,525 |
Total interest from all sources | 2018-12-31 | $1,181,778 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $924,210 |
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 | $924,210 |
Administrative expenses professional fees incurred | 2018-12-31 | $72,301 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $581,284 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $611,602 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $276,795 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $284,138 |
Administrative expenses (other) incurred | 2018-12-31 | $3,613 |
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 | $-11,640,843 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $67,345,627 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $78,986,470 |
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 |
Investment advisory and management fees | 2018-12-31 | $178,510 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $28,123,521 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $35,963,606 |
Interest earned on other investments | 2018-12-31 | $38,945 |
Income. Interest from US Government securities | 2018-12-31 | $639,864 |
Income. Interest from corporate debt instruments | 2018-12-31 | $496,315 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $7,570,084 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $8,579,324 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $882,615 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $992,003 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $992,003 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $6,654 |
Asset value of US Government securities at end of year | 2018-12-31 | $20,193,438 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $19,927,216 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-4,259,987 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-950,591 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
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 | $956,084 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,443,916 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $6,993,678 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $9,717,890 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $11,184,665 |
Contract administrator fees | 2018-12-31 | $27,101 |
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 | Yes |
Aggregate proceeds on sale of assets | 2018-12-31 | $12,545,209 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $12,789,289 |
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 | BDO USA, LLP |
Accountancy firm EIN | 2018-12-31 | 135381590 |
2017 : TEMPEL EMPLOYEES PENSION PLAN 2017 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $1,567,152 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $1,567,152 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 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 | $13,952,881 |
Total loss/gain on sale of assets | 2017-12-31 | $38,484 |
Total of all expenses incurred | 2017-12-31 | $7,922,746 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $7,633,650 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,243,916 |
Value of total assets at end of year | 2017-12-31 | $78,986,470 |
Value of total assets at beginning of year | 2017-12-31 | $72,956,335 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $289,096 |
Total interest from all sources | 2017-12-31 | $1,177,615 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $878,136 |
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 | $878,136 |
Administrative expenses professional fees incurred | 2017-12-31 | $74,550 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $611,602 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $577,664 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $284,138 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $289,127 |
Administrative expenses (other) incurred | 2017-12-31 | $3,396 |
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 | $6,030,135 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $78,986,470 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $72,956,335 |
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 |
Investment advisory and management fees | 2017-12-31 | $184,474 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $35,963,606 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $35,473,160 |
Interest earned on other investments | 2017-12-31 | $32,957 |
Income. Interest from US Government securities | 2017-12-31 | $617,471 |
Income. Interest from corporate debt instruments | 2017-12-31 | $523,496 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $8,579,324 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $6,499,161 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $992,003 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $1,043,494 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $1,043,494 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $3,691 |
Asset value of US Government securities at end of year | 2017-12-31 | $19,927,216 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $17,307,402 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $4,915,762 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $2,131,816 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
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 | $3,243,916 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,443,916 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $461,911 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $7,633,650 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $11,184,665 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $11,304,416 |
Contract administrator fees | 2017-12-31 | $26,676 |
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 | Yes |
Aggregate proceeds on sale of assets | 2017-12-31 | $12,542,480 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $12,503,996 |
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 | BDO USA, LLP |
Accountancy firm EIN | 2017-12-31 | 135381590 |
2016 : TEMPEL EMPLOYEES PENSION PLAN 2016 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $-74,176 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $-74,176 |
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 | $7,350,111 |
Total loss/gain on sale of assets | 2016-12-31 | $396,327 |
Total of all expenses incurred | 2016-12-31 | $9,668,004 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $9,394,777 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $461,911 |
Value of total assets at end of year | 2016-12-31 | $72,956,335 |
Value of total assets at beginning of year | 2016-12-31 | $75,274,228 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $273,227 |
Total interest from all sources | 2016-12-31 | $1,222,506 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,178,205 |
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 | $1,178,205 |
Administrative expenses professional fees incurred | 2016-12-31 | $48,185 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $2,000,000 |
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 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $577,664 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $573,764 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $289,127 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $359,289 |
Other income not declared elsewhere | 2016-12-31 | $30,729 |
Administrative expenses (other) incurred | 2016-12-31 | $4,191 |
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 | $-2,317,893 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $72,956,335 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $75,274,228 |
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 |
Investment advisory and management fees | 2016-12-31 | $194,618 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $35,473,160 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $33,352,977 |
Interest earned on other investments | 2016-12-31 | $32,756 |
Income. Interest from US Government securities | 2016-12-31 | $638,029 |
Income. Interest from corporate debt instruments | 2016-12-31 | $548,484 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $6,499,161 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $6,646,850 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $1,043,494 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $1,271,700 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $1,271,700 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $3,237 |
Asset value of US Government securities at end of year | 2016-12-31 | $17,307,402 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $19,888,395 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $3,231,952 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $902,657 |
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 | $461,911 |
Employer contributions (assets) at end of year | 2016-12-31 | $461,911 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $9,394,777 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $11,304,416 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $13,181,253 |
Contract administrator fees | 2016-12-31 | $26,233 |
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 | Yes |
Aggregate proceeds on sale of assets | 2016-12-31 | $33,362,169 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $32,965,842 |
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 | BDO USA, LLP |
Accountancy firm EIN | 2016-12-31 | 135381590 |
2015 : TEMPEL EMPLOYEES PENSION PLAN 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-1,808,556 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-1,808,556 |
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 | $-5,963,619 |
Total loss/gain on sale of assets | 2015-12-31 | $-69,985 |
Total of all expenses incurred | 2015-12-31 | $7,280,984 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $6,991,796 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
Value of total assets at end of year | 2015-12-31 | $75,274,228 |
Value of total assets at beginning of year | 2015-12-31 | $88,518,831 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $289,188 |
Total income from rents | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $1,527,645 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,185,020 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,185,020 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $573,764 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $610,454 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $359,289 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $405,112 |
Other income not declared elsewhere | 2015-12-31 | $1,123 |
Administrative expenses (other) incurred | 2015-12-31 | $23,159 |
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 | $-13,244,603 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $75,274,228 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $88,518,831 |
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 |
Investment advisory and management fees | 2015-12-31 | $238,893 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $33,352,977 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $41,564,702 |
Interest on participant loans | 2015-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
Interest earned on other investments | 2015-12-31 | $33,801 |
Income. Interest from US Government securities | 2015-12-31 | $732,154 |
Income. Interest from corporate debt instruments | 2015-12-31 | $760,950 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $6,646,850 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $4,682,666 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $1,271,700 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $1,882,344 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $1,882,344 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $740 |
Asset value of US Government securities at end of year | 2015-12-31 | $19,888,395 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $19,594,304 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-5,704,714 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-1,094,152 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $6,991,796 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $13,181,253 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $19,779,249 |
Contract administrator fees | 2015-12-31 | $27,136 |
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 | Yes |
Aggregate proceeds on sale of assets | 2015-12-31 | $40,359,502 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $40,429,487 |
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 | BDO USA, LLP |
Accountancy firm EIN | 2015-12-31 | 135381590 |
2014 : TEMPEL EMPLOYEES PENSION PLAN 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $2,768,660 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $2,768,660 |
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 | $6,275,319 |
Total loss/gain on sale of assets | 2014-12-31 | $1,196,342 |
Total of all expenses incurred | 2014-12-31 | $6,319,869 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $6,053,884 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
Value of total assets at end of year | 2014-12-31 | $88,518,831 |
Value of total assets at beginning of year | 2014-12-31 | $88,563,381 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $265,985 |
Total interest from all sources | 2014-12-31 | $1,586,885 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $954,848 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $954,848 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $610,454 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $166,487 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $405,112 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $202,732 |
Other income not declared elsewhere | 2014-12-31 | $23,116 |
Administrative expenses (other) incurred | 2014-12-31 | $51,216 |
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 | $-44,550 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $88,518,831 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $88,563,381 |
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 |
Investment advisory and management fees | 2014-12-31 | $189,818 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $41,564,702 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $54,411,518 |
Interest earned on other investments | 2014-12-31 | $30,428 |
Income. Interest from US Government securities | 2014-12-31 | $664,099 |
Income. Interest from corporate debt instruments | 2014-12-31 | $892,176 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $4,682,666 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $13,151,431 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $1,882,344 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $3,140,800 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $3,140,800 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $182 |
Asset value of US Government securities at end of year | 2014-12-31 | $19,594,304 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $3,691,647 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-231,421 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $-23,111 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
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 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $6,053,884 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $19,779,249 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $13,798,766 |
Contract administrator fees | 2014-12-31 | $24,951 |
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 | Yes |
Aggregate proceeds on sale of assets | 2014-12-31 | $92,332,801 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $91,136,459 |
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 | BDO USA |
Accountancy firm EIN | 2014-12-31 | 135381590 |
2013 : TEMPEL EMPLOYEES PENSION PLAN 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $-362,255 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $-362,255 |
Total transfer of assets to this plan | 2013-12-31 | $0 |
Total transfer of assets from this plan | 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 | $14,177,520 |
Total loss/gain on sale of assets | 2013-12-31 | $-24,161 |
Total of all expenses incurred | 2013-12-31 | $5,817,892 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $5,474,606 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $176,058 |
Value of total assets at end of year | 2013-12-31 | $88,563,381 |
Value of total assets at beginning of year | 2013-12-31 | $80,203,753 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $343,286 |
Total interest from all sources | 2013-12-31 | $709,522 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $375,650 |
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 | $375,650 |
Administrative expenses professional fees incurred | 2013-12-31 | $295,967 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $2,000,000 |
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 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $166,487 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $202,732 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $453,903 |
Other income not declared elsewhere | 2013-12-31 | $0 |
Administrative expenses (other) incurred | 2013-12-31 | $251 |
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 | $8,359,628 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $88,563,381 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $80,203,753 |
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 |
Investment advisory and management fees | 2013-12-31 | $47,068 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $54,411,518 |
Interest earned on other investments | 2013-12-31 | $23,393 |
Income. Interest from US Government securities | 2013-12-31 | $43,459 |
Income. Interest from corporate debt instruments | 2013-12-31 | $642,480 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $13,151,431 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $65,346,708 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $3,140,800 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $190 |
Asset value of US Government securities at end of year | 2013-12-31 | $3,691,647 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $738,087 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,306,236 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $11,996,470 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
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 | $176,058 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $1,823,942 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $5,474,606 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $645,546 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $13,798,766 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $11,195,567 |
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 | Yes |
Aggregate proceeds on sale of assets | 2013-12-31 | $87,707,222 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $87,731,383 |
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 | BDO USA |
Accountancy firm EIN | 2013-12-31 | 135381590 |
2012 : TEMPEL EMPLOYEES PENSION PLAN 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $309,208 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $309,208 |
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 | $12,663,676 |
Total loss/gain on sale of assets | 2012-12-31 | $-1,193 |
Total of all expenses incurred | 2012-12-31 | $4,661,192 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $4,237,940 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,875,529 |
Value of total assets at end of year | 2012-12-31 | $80,203,753 |
Value of total assets at beginning of year | 2012-12-31 | $72,201,269 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $423,252 |
Total interest from all sources | 2012-12-31 | $684,567 |
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 |
Administrative expenses professional fees incurred | 2012-12-31 | $378,536 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $2,000,000 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $453,903 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $502,175 |
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 | $8,002,484 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $80,203,753 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $72,201,269 |
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 |
Investment advisory and management fees | 2012-12-31 | $44,716 |
Income. Interest from US Government securities | 2012-12-31 | $34,356 |
Income. Interest from corporate debt instruments | 2012-12-31 | $650,211 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $65,346,708 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $59,361,172 |
Asset value of US Government securities at end of year | 2012-12-31 | $738,087 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $1,048,198 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $8,795,565 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
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 | $2,875,529 |
Employer contributions (assets) at end of year | 2012-12-31 | $1,823,942 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $408,879 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $4,237,940 |
Asset. Corporate debt instrument preferred debt at end of year | 2012-12-31 | $645,546 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2012-12-31 | $1,812,441 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $11,195,567 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $9,068,404 |
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 | 2012-12-31 | No |
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 | Yes |
Aggregate proceeds on sale of assets | 2012-12-31 | $2,744,747 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $2,745,940 |
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 | BDO USA |
Accountancy firm EIN | 2012-12-31 | 135381590 |
2011 : TEMPEL EMPLOYEES PENSION PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $166,069 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $166,069 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,000,000 |
Total income from all sources (including contributions) | 2011-12-31 | $388,826 |
Total loss/gain on sale of assets | 2011-12-31 | $30,917 |
Total of all expenses incurred | 2011-12-31 | $4,579,881 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $4,157,763 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,413,787 |
Value of total assets at end of year | 2011-12-31 | $72,201,269 |
Value of total assets at beginning of year | 2011-12-31 | $77,392,324 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $422,118 |
Total interest from all sources | 2011-12-31 | $657,452 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $502,175 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $1,388,718 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $1,000,000 |
Administrative expenses (other) incurred | 2011-12-31 | $380,522 |
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 | $-4,191,055 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $72,201,269 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $76,392,324 |
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 |
Investment advisory and management fees | 2011-12-31 | $41,596 |
Income. Interest from US Government securities | 2011-12-31 | $32,869 |
Income. Interest from corporate debt instruments | 2011-12-31 | $624,583 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $59,361,172 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $64,953,786 |
Asset value of US Government securities at end of year | 2011-12-31 | $1,048,198 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $350,375 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $-1,879,399 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
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 | $1,413,787 |
Employer contributions (assets) at end of year | 2011-12-31 | $408,879 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $4,157,763 |
Asset. Corporate debt instrument preferred debt at end of year | 2011-12-31 | $1,812,441 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2011-12-31 | $1,758,065 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $9,068,404 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $8,941,380 |
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 |
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 | Yes |
Aggregate proceeds on sale of assets | 2011-12-31 | $4,933,300 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $4,902,383 |
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 | GRANT THORNTON LLP |
Accountancy firm EIN | 2011-12-31 | 366055558 |
2010 : TEMPEL EMPLOYEES PENSION PLAN 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $229,729 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $229,729 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,000,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $9,458 |
Total income from all sources (including contributions) | 2010-12-31 | $10,094,155 |
Total loss/gain on sale of assets | 2010-12-31 | $131,181 |
Total of all expenses incurred | 2010-12-31 | $3,906,840 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $3,528,047 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $0 |
Value of total assets at end of year | 2010-12-31 | $77,392,324 |
Value of total assets at beginning of year | 2010-12-31 | $70,214,467 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $378,793 |
Total interest from all sources | 2010-12-31 | $605,929 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $1,388,718 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $871,780 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $1,000,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $9,458 |
Administrative expenses (other) incurred | 2010-12-31 | $339,716 |
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 | $6,187,315 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $76,392,324 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $70,205,009 |
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 |
Investment advisory and management fees | 2010-12-31 | $39,077 |
Income. Interest from US Government securities | 2010-12-31 | $22,264 |
Income. Interest from corporate debt instruments | 2010-12-31 | $583,665 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $64,953,786 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $57,635,209 |
Asset value of US Government securities at end of year | 2010-12-31 | $350,375 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $584,783 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $9,127,316 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
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 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $2,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $3,528,047 |
Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $1,758,065 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2010-12-31 | $1,848,038 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $8,941,380 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $7,274,657 |
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 |
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 | Yes |
Aggregate proceeds on sale of assets | 2010-12-31 | $5,235,063 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $5,103,882 |
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 | GRANT THORNTON LLP |
Accountancy firm EIN | 2010-12-31 | 366055558 |