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EMERY-WATERHOUSE COMPANY CARE PLAN 401k Plan overview

Plan NameEMERY-WATERHOUSE COMPANY CARE PLAN
Plan identification number 001

EMERY-WATERHOUSE COMPANY CARE PLAN Benefits

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

401k Sponsoring company profile

EMERY-WATERHOUSE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:EMERY-WATERHOUSE COMPANY
Employer identification number (EIN):010064270
NAIC Classification:423700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMERY-WATERHOUSE COMPANY CARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01STEPHEN SARKOZY
0012013-01-01STEPHEN SARKOZY
0012012-01-01MICHAEL WALLACE
0012011-01-01MICHAEL WALLACE
0012009-01-01MICHAEL WALLACE
0012009-01-01MICHAEL WALLACE
0012009-01-01MICHAEL WALLACE

Plan Statistics for EMERY-WATERHOUSE COMPANY CARE PLAN

401k plan membership statisitcs for EMERY-WATERHOUSE COMPANY CARE PLAN

Measure Date Value
2014
Total participants, beginning-of-year2014-01-01333
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0132
2013
Total participants, beginning-of-year2013-01-01297
Total number of active participants reported on line 7a of the Form 55002013-01-01247
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0186
Total of all active and inactive participants2013-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01333
Number of participants with account balances2013-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0131
2012
Total participants, beginning-of-year2012-01-01277
Total number of active participants reported on line 7a of the Form 55002012-01-01226
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0171
Total of all active and inactive participants2012-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01297
Number of participants with account balances2012-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0134
2011
Total participants, beginning-of-year2011-01-01252
Total number of active participants reported on line 7a of the Form 55002011-01-01228
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0148
Total of all active and inactive participants2011-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01277
Number of participants with account balances2011-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0123
2009
Total participants, beginning-of-year2009-01-01415
Total number of active participants reported on line 7a of the Form 55002009-01-01248
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01104
Total of all active and inactive participants2009-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01352
Number of participants with account balances2009-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0133

Financial Data on EMERY-WATERHOUSE COMPANY CARE PLAN

Measure Date Value
2014
Total transfer of assets from this plan2014-12-31$15,044,988
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$16,492
Total income from all sources (including contributions)2014-12-31$1,878,198
Total of all expenses incurred2014-12-31$3,065,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,014,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,029,285
Value of total assets at end of year2014-12-31$0
Value of total assets at beginning of year2014-12-31$16,248,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$51,234
Total interest from all sources2014-12-31$2,683
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$241,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$241,730
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$610,002
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$80,466
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$151,188
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$16,492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,187,273
Value of net assets at end of year (total assets less liabilities)2014-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,232,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$51,234
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,049,142
Interest on participant loans2014-12-31$2,683
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$1,119,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$600,779
Net investment gain or loss from common/collective trusts2014-12-31$3,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$268,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,014,237
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER NEWMAN & NOYES
Accountancy firm EIN2014-12-31010494526
2013
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$16,492
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$13,072
Total income from all sources (including contributions)2013-12-31$3,955,111
Total of all expenses incurred2013-12-31$2,847,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,778,935
Value of total corrective distributions2013-12-31$16,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$960,922
Value of total assets at end of year2013-12-31$16,248,753
Value of total assets at beginning of year2013-12-31$15,137,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$51,751
Total interest from all sources2013-12-31$2,203
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$189,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$189,106
Administrative expenses professional fees incurred2013-12-31$51,751
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$687,510
Participant contributions at end of year2013-12-31$80,466
Participant contributions at beginning of year2013-12-31$76,395
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,803
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$16,492
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$13,072
Other income not declared elsewhere2013-12-31$3,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,107,933
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,232,261
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,124,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$15,049,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,847,053
Interest on participant loans2013-12-31$2,203
Value of interest in common/collective trusts at end of year2013-12-31$1,119,145
Value of interest in common/collective trusts at beginning of year2013-12-31$1,213,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,814,469
Net investment gain or loss from common/collective trusts2013-12-31$-14,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$269,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,778,935
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER NEWMAN & NOYES
Accountancy firm EIN2013-12-31010494526
2012
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$13,072
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,863
Total income from all sources (including contributions)2012-12-31$2,770,032
Total of all expenses incurred2012-12-31$923,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$865,457
Value of total corrective distributions2012-12-31$13,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$979,865
Value of total assets at end of year2012-12-31$15,137,400
Value of total assets at beginning of year2012-12-31$13,283,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$45,254
Total interest from all sources2012-12-31$3,009
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$213,639
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$213,639
Administrative expenses professional fees incurred2012-12-31$45,254
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$706,840
Participant contributions at end of year2012-12-31$76,395
Participant contributions at beginning of year2012-12-31$87,810
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,629
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$13,072
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$5,863
Total non interest bearing cash at beginning of year2012-12-31$178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,846,249
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,124,328
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,278,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$13,847,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,817,697
Interest on participant loans2012-12-31$3,009
Value of interest in common/collective trusts at end of year2012-12-31$1,213,952
Value of interest in common/collective trusts at beginning of year2012-12-31$1,378,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,578,094
Net investment gain or loss from common/collective trusts2012-12-31$-4,575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$269,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$865,457
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BAKER NEWMAN & NOYES
Accountancy firm EIN2012-12-31010494526
2011
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,863
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$16,437
Total income from all sources (including contributions)2011-12-31$446,603
Total of all expenses incurred2011-12-31$742,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$688,387
Value of total corrective distributions2011-12-31$5,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$928,235
Value of total assets at end of year2011-12-31$13,283,942
Value of total assets at beginning of year2011-12-31$13,590,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$48,668
Total interest from all sources2011-12-31$3,508
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$190,703
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$190,703
Administrative expenses professional fees incurred2011-12-31$48,668
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$632,835
Participant contributions at end of year2011-12-31$87,810
Participant contributions at beginning of year2011-12-31$90,570
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$62,293
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$5,863
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$16,437
Total non interest bearing cash at end of year2011-12-31$178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-296,315
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,278,079
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,574,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,817,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,437,140
Interest on participant loans2011-12-31$3,508
Value of interest in common/collective trusts at end of year2011-12-31$1,378,257
Value of interest in common/collective trusts at beginning of year2011-12-31$1,063,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-724,281
Net investment gain or loss from common/collective trusts2011-12-31$48,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$233,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$688,387
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BAKER NEWMAN & NOYES
Accountancy firm EIN2011-12-31010494526
2010
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$16,437
Total income from all sources (including contributions)2010-12-31$2,484,614
Total of all expenses incurred2010-12-31$2,751,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,690,498
Value of total corrective distributions2010-12-31$16,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$674,011
Value of total assets at end of year2010-12-31$13,590,831
Value of total assets at beginning of year2010-12-31$13,841,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$44,903
Total interest from all sources2010-12-31$2,488
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$150,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$150,770
Administrative expenses professional fees incurred2010-12-31$44,903
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$552,592
Participant contributions at end of year2010-12-31$90,570
Participant contributions at beginning of year2010-12-31$83,815
Participant contributions at beginning of year2010-12-31$27
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$116,963
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$16,437
Other income not declared elsewhere2010-12-31$39,211
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-267,224
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,574,394
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,841,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,437,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,231,361
Interest on participant loans2010-12-31$2,488
Value of interest in common/collective trusts at end of year2010-12-31$1,063,121
Value of interest in common/collective trusts at beginning of year2010-12-31$1,506,069
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$20,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$20,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,600,741
Net investment gain or loss from common/collective trusts2010-12-31$17,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,690,498
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BAKER NEWMAN & NOYES
Accountancy firm EIN2010-12-31010494526
2009
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses

2014
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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