401k Plan data: ROBERT E. LEE MEMORIAL ASSOCIATION, INCORPORATED DEFINED BENEFIT PLAN plan

ROBERT E. LEE MEMORIAL ASSOCIATION, INCORPORATED DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	ROBERT E. LEE MEMORIAL ASSOCIATION, INCORPORATED DEFINED BENEFIT PLAN
Plan identification number	001

ROBERT E. LEE MEMORIAL ASSOCIATION, INCORPORATED DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ROBERT E LEE MEMORIAL ASSOCIATION INC has sponsored the creation of one or more 401k plans.

Company Name: ROBERT E LEE MEMORIAL ASSOCIATION INC

Employer identification number (EIN): 540536105

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT E. LEE MEMORIAL ASSOCIATION, INCORPORATED DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-07-01 HELENA OMOHUNDRO 2013-06-28 HELENA OMOHUNDRO 2013-06-28
001 2011-07-01 HELENA OMOHUNDRO 2013-01-25 HELENA OMOHUNDRO 2013-01-25
001 2010-07-01 HELENA OMOHUNDRO 2012-04-16 HELENA OMOHUNDRO 2012-04-16
001 2010-01-01 JEROME JARECKI 2010-08-18 JEROME JARECKI 2010-08-18
001 2009-01-01 JEROME J JARECKI JEROME J JARECKI 2010-09-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2012-07-01	HELENA OMOHUNDRO	2013-06-28	HELENA OMOHUNDRO	2013-06-28
001	2011-07-01	HELENA OMOHUNDRO	2013-01-25	HELENA OMOHUNDRO	2013-01-25
001	2010-07-01	HELENA OMOHUNDRO	2012-04-16	HELENA OMOHUNDRO	2012-04-16
001	2010-01-01	JEROME JARECKI	2010-08-18	JEROME JARECKI	2010-08-18
001	2009-01-01	JEROME J JARECKI		JEROME J JARECKI	2010-09-15

Plan Statistics for ROBERT E. LEE MEMORIAL ASSOCIATION, INCORPORATED DEFINED BENEFIT PLAN

401k plan membership statisitcs for ROBERT E. LEE MEMORIAL ASSOCIATION, INCORPORATED DEFINED BENEFIT PLAN

Measure Date Value
2009: ROBERT E. LEE MEMORIAL ASSOCIATION, INCORPORATED DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 29
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 30
Number of participants with account balances 2009-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2009: ROBERT E. LEE MEMORIAL ASSOCIATION, INCORPORATED DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	29
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	30
Number of participants with account balances	2009-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on ROBERT E. LEE MEMORIAL ASSOCIATION, INCORPORATED DEFINED BENEFIT PLAN

Measure	Date	Value
2009 : ROBERT E. LEE MEMORIAL ASSOCIATION, INCORPORATED DEFINED BENEFIT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ROBERT E. LEE MEMORIAL ASSOCIATION, INCORPORATED DEFINED BENEFIT PLAN

2009: ROBERT E. LEE MEMORIAL ASSOCIATION, INCORPORATED DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

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Company Name:	ROBERT E LEE MEMORIAL ASSOCIATION INC
Employer identification number (EIN):	540536105
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations