DETROIT INSTITUE OF ARTS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE DETROIT INSTITUTE OF ARTS 401(K) PLAN
Measure | Date | Value |
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2023 : THE DETROIT INSTITUTE OF ARTS 401(K) PLAN 2023 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total income from all sources (including contributions) | 2023-12-31 | $4,857,519 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $1,825,206 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $1,748,277 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $2,063,869 |
Value of total assets at end of year | 2023-12-31 | $19,180,511 |
Value of total assets at beginning of year | 2023-12-31 | $16,148,198 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $76,929 |
Total interest from all sources | 2023-12-31 | $15,949 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $451,687 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $436,211 |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $1,123,468 |
Participant contributions at end of year | 2023-12-31 | $298,227 |
Participant contributions at beginning of year | 2023-12-31 | $198,563 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $3,032,313 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $19,180,511 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $16,148,198 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $11,934,140 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $9,984,988 |
Interest on participant loans | 2023-12-31 | $15,949 |
Value of interest in common/collective trusts at end of year | 2023-12-31 | $6,613,491 |
Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $5,498,297 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $308,709 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $429,051 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $429,051 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $1,370,110 |
Net investment gain or loss from common/collective trusts | 2023-12-31 | $955,904 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $940,401 |
Employer contributions (assets) at end of year | 2023-12-31 | $25,944 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $37,299 |
Income. Dividends from common stock | 2023-12-31 | $15,476 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $1,748,277 |
Contract administrator fees | 2023-12-31 | $18,309 |
Did the plan have assets held for investment | 2023-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | PLANTE MORAN |
Accountancy firm EIN | 2023-12-31 | 381357951 |
2022 : THE DETROIT INSTITUTE OF ARTS 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-986,726 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $983,787 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $916,581 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,872,699 |
Value of total assets at end of year | 2022-12-31 | $16,148,198 |
Value of total assets at beginning of year | 2022-12-31 | $18,118,711 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $67,206 |
Total interest from all sources | 2022-12-31 | $8,879 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $488,753 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $483,101 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,038,613 |
Participant contributions at end of year | 2022-12-31 | $198,563 |
Participant contributions at beginning of year | 2022-12-31 | $229,591 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,970,513 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $16,148,198 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $18,118,711 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $57,058 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $9,984,988 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $11,258,000 |
Interest on participant loans | 2022-12-31 | $8,879 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $5,498,297 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $6,147,906 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $429,051 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $473,147 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $473,147 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,345,657 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-1,011,400 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $834,086 |
Employer contributions (assets) at end of year | 2022-12-31 | $37,299 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $10,067 |
Income. Dividends from common stock | 2022-12-31 | $5,652 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $916,581 |
Contract administrator fees | 2022-12-31 | $10,148 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | PLANTE MORAN |
Accountancy firm EIN | 2022-12-31 | 381357951 |
2021 : THE DETROIT INSTITUTE OF ARTS 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $56,772 |
Total income from all sources (including contributions) | 2021-12-31 | $4,135,825 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,424,095 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,359,488 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,702,475 |
Value of total assets at end of year | 2021-12-31 | $18,118,711 |
Value of total assets at beginning of year | 2021-12-31 | $15,463,753 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $64,607 |
Total interest from all sources | 2021-12-31 | $10,907 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $820,621 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $820,584 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $938,143 |
Participant contributions at end of year | 2021-12-31 | $229,591 |
Participant contributions at beginning of year | 2021-12-31 | $255,855 |
Participant contributions at beginning of year | 2021-12-31 | $27,407 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $516 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $56,772 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,711,730 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $18,118,711 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $15,406,981 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $53,709 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $11,258,000 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $9,412,405 |
Interest on participant loans | 2021-12-31 | $10,907 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $6,147,906 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $5,259,358 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $473,147 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $472,204 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $472,204 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $836,611 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $765,211 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $764,332 |
Employer contributions (assets) at end of year | 2021-12-31 | $10,067 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $36,008 |
Income. Dividends from common stock | 2021-12-31 | $37 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,359,488 |
Contract administrator fees | 2021-12-31 | $10,898 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | PLANTE MORAN |
Accountancy firm EIN | 2021-12-31 | 381357951 |
2020 : THE DETROIT INSTITUTE OF ARTS 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $56,772 |
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 | $3,737,829 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $971,093 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $914,914 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,783,215 |
Value of total assets at end of year | 2020-12-31 | $15,463,753 |
Value of total assets at beginning of year | 2020-12-31 | $12,640,245 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $56,179 |
Total interest from all sources | 2020-12-31 | $10,196 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $530,816 |
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 | $530,318 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
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 |
Contributions received from participants | 2020-12-31 | $859,148 |
Participant contributions at end of year | 2020-12-31 | $255,855 |
Participant contributions at beginning of year | 2020-12-31 | $160,996 |
Participant contributions at end of year | 2020-12-31 | $27,407 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $155,861 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $516 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $56,772 |
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 | $2,766,736 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $15,406,981 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $12,640,245 |
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 | $44,847 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $9,412,405 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $7,818,573 |
Interest on participant loans | 2020-12-31 | $10,196 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $5,259,358 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $4,480,385 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $472,204 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $179,413 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $179,413 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $714,355 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $699,247 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $768,206 |
Employer contributions (assets) at end of year | 2020-12-31 | $36,008 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $878 |
Income. Dividends from common stock | 2020-12-31 | $498 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $914,914 |
Contract administrator fees | 2020-12-31 | $11,332 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | PLANTE MORAN |
Accountancy firm EIN | 2020-12-31 | 381357951 |
2019 : THE DETROIT INSTITUTE OF ARTS 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at 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 | $3,785,764 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,026,069 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $964,546 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,486,611 |
Value of total assets at end of year | 2019-12-31 | $12,640,245 |
Value of total assets at beginning of year | 2019-12-31 | $9,880,550 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $61,523 |
Total interest from all sources | 2019-12-31 | $12,643 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $326,671 |
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 | $326,671 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $739,844 |
Participant contributions at end of year | 2019-12-31 | $160,996 |
Participant contributions at beginning of year | 2019-12-31 | $186,498 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $16,299 |
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 | $2,759,695 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $12,640,245 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $9,880,550 |
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 leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $48,917 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $7,818,573 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,903,980 |
Interest on participant loans | 2019-12-31 | $9,264 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $4,480,385 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $3,583,179 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $179,413 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $205,733 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $205,733 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $3,379 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,169,991 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $789,848 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
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 | $730,468 |
Employer contributions (assets) at end of year | 2019-12-31 | $878 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,160 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $964,546 |
Contract administrator fees | 2019-12-31 | $12,606 |
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 | No |
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 |
Accountancy firm name | 2019-12-31 | PLANTE MORAN |
Accountancy firm EIN | 2019-12-31 | 381357951 |
2018 : THE DETROIT INSTITUTE OF ARTS 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
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 | $910,029 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,442,533 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,357,746 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $14,362 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,472,748 |
Value of total assets at end of year | 2018-12-31 | $9,880,550 |
Value of total assets at beginning of year | 2018-12-31 | $10,413,054 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $70,425 |
Total interest from all sources | 2018-12-31 | $11,292 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $423,425 |
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 | $423,425 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $762,896 |
Participant contributions at end of year | 2018-12-31 | $186,498 |
Participant contributions at beginning of year | 2018-12-31 | $194,967 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $16,772 |
Administrative expenses (other) incurred | 2018-12-31 | $27,453 |
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 | $-532,504 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $9,880,550 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $10,413,054 |
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 | $42,972 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $5,903,980 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $6,210,667 |
Interest on participant loans | 2018-12-31 | $8,674 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $3,583,179 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $3,846,040 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $205,733 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $158,534 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $158,534 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $2,618 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-771,608 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-225,828 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $693,080 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,160 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $2,846 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,357,746 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | PLANTE MORAN |
Accountancy firm EIN | 2018-12-31 | 381357951 |
2017 : THE DETROIT INSTITUTE OF ARTS 401(K) PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $3,006,856 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $928,877 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $874,724 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $3,178 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,567,602 |
Value of total assets at end of year | 2017-12-31 | $10,413,054 |
Value of total assets at beginning of year | 2017-12-31 | $8,335,075 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $50,975 |
Total interest from all sources | 2017-12-31 | $8,713 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $313,335 |
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 | $313,335 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
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 |
Contributions received from participants | 2017-12-31 | $747,181 |
Participant contributions at end of year | 2017-12-31 | $194,967 |
Participant contributions at beginning of year | 2017-12-31 | $145,403 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $171,261 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $3,702 |
Other income not declared elsewhere | 2017-12-31 | $0 |
Administrative expenses (other) incurred | 2017-12-31 | $5 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,077,979 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $10,413,054 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $8,335,075 |
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 | $25,214 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $6,210,667 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $4,924,658 |
Interest on participant loans | 2017-12-31 | $7,739 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $3,846,040 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $3,113,217 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $158,534 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $148,095 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $148,095 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $974 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $602,709 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $514,497 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $649,160 |
Employer contributions (assets) at end of year | 2017-12-31 | $2,846 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $874,724 |
Contract administrator fees | 2017-12-31 | $25,756 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | PLANTE MORAN |
Accountancy firm EIN | 2017-12-31 | 381357951 |
2016 : THE DETROIT INSTITUTE OF ARTS 401(K) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $2,223,834 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $830,992 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $762,160 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $21,105 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,492,110 |
Value of total assets at end of year | 2016-12-31 | $8,335,075 |
Value of total assets at beginning of year | 2016-12-31 | $6,942,233 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $47,727 |
Total interest from all sources | 2016-12-31 | $6,564 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $166,805 |
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 | $166,805 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
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 |
Contributions received from participants | 2016-12-31 | $723,406 |
Participant contributions at end of year | 2016-12-31 | $145,403 |
Participant contributions at beginning of year | 2016-12-31 | $159,086 |
Participant contributions at beginning of year | 2016-12-31 | $20 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $119,184 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $3,702 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $2,563 |
Administrative expenses (other) incurred | 2016-12-31 | $19 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,392,842 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $8,335,075 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,942,233 |
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 | $23,841 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $4,924,658 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $3,809,787 |
Interest on participant loans | 2016-12-31 | $6,262 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $3,113,217 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $2,803,839 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $148,095 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $164,561 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $164,561 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $302 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $264,669 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $293,686 |
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 | $649,520 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $2,377 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $762,160 |
Contract administrator fees | 2016-12-31 | $23,867 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $0 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | PLANTE MORAN |
Accountancy firm EIN | 2016-12-31 | 381357951 |
2015 : THE DETROIT INSTITUTE OF ARTS 401(K) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $1,216,138 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $416,710 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $366,719 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $605 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,287,526 |
Value of total assets at end of year | 2015-12-31 | $6,942,233 |
Value of total assets at beginning of year | 2015-12-31 | $6,142,805 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $49,386 |
Total interest from all sources | 2015-12-31 | $6,065 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $177,521 |
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 | $177,521 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $652,343 |
Participant contributions at end of year | 2015-12-31 | $159,086 |
Participant contributions at beginning of year | 2015-12-31 | $130,818 |
Participant contributions at end of year | 2015-12-31 | $20 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $5,608 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $2,563 |
Other income not declared elsewhere | 2015-12-31 | $0 |
Administrative expenses (other) incurred | 2015-12-31 | $12 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
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 | $799,428 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $6,942,233 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,142,805 |
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 | $22,424 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $3,809,787 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $3,441,809 |
Interest on participant loans | 2015-12-31 | $6,042 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $2,803,839 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $2,415,042 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $164,561 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $153,863 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $153,863 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $23 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-228,895 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-26,079 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $629,575 |
Employer contributions (assets) at end of year | 2015-12-31 | $2,377 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $1,273 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $366,719 |
Contract administrator fees | 2015-12-31 | $26,950 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $0 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | PLANTE MORAN |
Accountancy firm EIN | 2015-12-31 | 381357951 |
2014 : THE DETROIT INSTITUTE OF ARTS 401(K) PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,568,260 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $798,758 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $754,315 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,207,563 |
Value of total assets at end of year | 2014-12-31 | $6,142,805 |
Value of total assets at beginning of year | 2014-12-31 | $5,373,303 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $44,443 |
Total interest from all sources | 2014-12-31 | $4,213 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $173,981 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $622,417 |
Participant contributions at end of year | 2014-12-31 | $130,818 |
Participant contributions at beginning of year | 2014-12-31 | $79,748 |
Other income not declared elsewhere | 2014-12-31 | $37 |
Administrative expenses (other) incurred | 2014-12-31 | $5 |
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 | $769,502 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $6,142,805 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,373,303 |
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 | $23,022 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $3,441,809 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,779,020 |
Interest on participant loans | 2014-12-31 | $4,184 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $2,415,042 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $2,210,936 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $153,863 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $301,317 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $301,317 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $29 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $14,495 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $167,971 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $585,146 |
Employer contributions (assets) at end of year | 2014-12-31 | $1,273 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $2,282 |
Income. Dividends from common stock | 2014-12-31 | $173,981 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $754,315 |
Contract administrator fees | 2014-12-31 | $21,416 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2014-12-31 | 346565596 |
2013 : THE DETROIT INSTITUTE OF ARTS 401(K) PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $1,873,997 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $268,441 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $232,568 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,191,744 |
Value of total assets at end of year | 2013-12-31 | $5,373,303 |
Value of total assets at beginning of year | 2013-12-31 | $3,767,747 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $35,873 |
Total interest from all sources | 2013-12-31 | $2,710 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $168,638 |
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 | $168,638 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
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 |
Contributions received from participants | 2013-12-31 | $637,892 |
Participant contributions at end of year | 2013-12-31 | $79,748 |
Participant contributions at beginning of year | 2013-12-31 | $25,749 |
Participant contributions at beginning of year | 2013-12-31 | $21,954 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $33,499 |
Administrative expenses (other) incurred | 2013-12-31 | $15 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,605,556 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $5,373,303 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,767,747 |
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 | $20,489 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $2,779,020 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,806,459 |
Interest on participant loans | 2013-12-31 | $2,687 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $2,210,936 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $1,686,378 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $301,317 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $163,768 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $163,768 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $23 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $205,472 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $305,433 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | 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 | $520,353 |
Employer contributions (assets) at end of year | 2013-12-31 | $2,282 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $63,439 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $232,568 |
Contract administrator fees | 2013-12-31 | $15,369 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2013-12-31 | 346565596 |
2012 : THE DETROIT INSTITUTE OF ARTS 401(K) PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $448 |
Total income from all sources (including contributions) | 2012-12-31 | $1,380,335 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $84,152 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $54,626 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,028,917 |
Value of total assets at end of year | 2012-12-31 | $3,767,747 |
Value of total assets at beginning of year | 2012-12-31 | $2,472,012 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $29,526 |
Total interest from all sources | 2012-12-31 | $639 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $72,736 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $72,736 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $548,880 |
Participant contributions at end of year | 2012-12-31 | $25,749 |
Participant contributions at beginning of year | 2012-12-31 | $4,976 |
Participant contributions at end of year | 2012-12-31 | $21,954 |
Participant contributions at beginning of year | 2012-12-31 | $20,328 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $154 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $0 |
Other income not declared elsewhere | 2012-12-31 | $0 |
Administrative expenses (other) incurred | 2012-12-31 | $4,554 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $449 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,296,183 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $3,767,747 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,471,564 |
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 | $24,972 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,806,459 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,146,130 |
Interest on participant loans | 2012-12-31 | $623 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $1,686,378 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $1,123,356 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $163,768 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $126,703 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $126,703 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $16 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $118,183 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $159,860 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $480,037 |
Employer contributions (assets) at end of year | 2012-12-31 | $63,439 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $49,916 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $54,626 |
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 | Yes |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $448 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2012-12-31 | 346565596 |
2011 : THE DETROIT INSTITUTE OF ARTS 401(K) PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $448 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,193 |
Total income from all sources (including contributions) | 2011-12-31 | $965,074 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $112,902 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $91,130 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,004,822 |
Value of total assets at end of year | 2011-12-31 | $2,472,012 |
Value of total assets at beginning of year | 2011-12-31 | $1,620,585 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $21,772 |
Total interest from all sources | 2011-12-31 | $125 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $37,878 |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $37,878 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $526,401 |
Participant contributions at end of year | 2011-12-31 | $4,976 |
Participant contributions at end of year | 2011-12-31 | $20,328 |
Participant contributions at beginning of year | 2011-12-31 | $59,899 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $154 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $0 |
Total non interest bearing cash at end of year | 2011-12-31 | $449 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $1,204 |
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 | $852,172 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,471,564 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,619,392 |
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 | $13,550 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,146,130 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $663,002 |
Interest on participant loans | 2011-12-31 | $93 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $1,123,356 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $748,027 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $126,703 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $78,125 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $78,125 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $32 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-51,626 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $-26,125 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $478,421 |
Employer contributions (assets) at end of year | 2011-12-31 | $49,916 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $70,328 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $91,130 |
Contract administrator fees | 2011-12-31 | $8,222 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $448 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $1,193 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2011-12-31 | 346565596 |
2010 : THE DETROIT INSTITUTE OF ARTS 401(K) PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,193 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,141,772 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $41,469 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $30,361 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $997,722 |
Value of total assets at end of year | 2010-12-31 | $1,620,585 |
Value of total assets at beginning of year | 2010-12-31 | $519,089 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $11,108 |
Total interest from all sources | 2010-12-31 | $51 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $15,213 |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $15,213 |
Administrative expenses professional fees incurred | 2010-12-31 | $15 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $516,191 |
Participant contributions at end of year | 2010-12-31 | $59,899 |
Participant contributions at beginning of year | 2010-12-31 | $35,771 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $182 |
Total non interest bearing cash at end of year | 2010-12-31 | $1,204 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $306 |
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 | $1,100,303 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,619,392 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $519,089 |
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 | $7,738 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $663,002 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $197,702 |
Interest earned on other investments | 2010-12-31 | $27 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $748,027 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $223,438 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $78,125 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $29,350 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $29,350 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $24 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $51,635 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $77,151 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $481,349 |
Employer contributions (assets) at end of year | 2010-12-31 | $70,328 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $32,522 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $30,361 |
Contract administrator fees | 2010-12-31 | $3,355 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $1,193 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2010-12-31 | 346565596 |