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THE SAVINGS & INVESTMENT PLAN 401k Plan overview

Plan NameTHE SAVINGS & INVESTMENT PLAN
Plan identification number 001

THE SAVINGS & INVESTMENT 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WPP GROUP USA, INC. has sponsored the creation of one or more 401k plans.

Company Name:WPP GROUP USA, INC.
Employer identification number (EIN):133980559
NAIC Classification:541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SAVINGS & INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01KIM M. PASCALE KIM M. PASCALE2015-10-15
0012013-01-01KIM PASCALE KIM PASCALE2014-10-15
0012012-01-01ARLEANE SOTO BALTRUSITIS ARLEANE SOTO BALTRUSITIS2013-09-18
0012011-01-01ARLEANE SOTO BALTRUSITIS ARLEANE SOTO BALTRUSITIS2012-10-10
0012010-01-01ARLEANE SOTO BALTRUSITIS ARLEANE SOTO BALTRUSITIS2011-10-31
0012009-01-01ARLEANE SOTO BALTRUSITIS ARLEANE SOTO BALTRUSITIS2010-10-13

Plan Statistics for THE SAVINGS & INVESTMENT PLAN

401k plan membership statisitcs for THE SAVINGS & INVESTMENT PLAN

Measure Date Value
2014: THE SAVINGS & INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0110,666
Total number of active participants reported on line 7a of the Form 55002014-01-018,154
Number of retired or separated participants receiving benefits2014-01-0137
Number of other retired or separated participants entitled to future benefits2014-01-014,301
Total of all active and inactive participants2014-01-0112,492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-0112,497
Number of participants with account balances2014-01-0111,433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01297
2013: THE SAVINGS & INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0110,253
Total number of active participants reported on line 7a of the Form 55002013-01-017,290
Number of retired or separated participants receiving benefits2013-01-0125
Number of other retired or separated participants entitled to future benefits2013-01-013,349
Total of all active and inactive participants2013-01-0110,664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-0110,666
Number of participants with account balances2013-01-019,748
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01293
2012: THE SAVINGS & INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017,577
Total number of active participants reported on line 7a of the Form 55002012-01-017,421
Number of retired or separated participants receiving benefits2012-01-0122
Number of other retired or separated participants entitled to future benefits2012-01-012,808
Total of all active and inactive participants2012-01-0110,251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-0110,253
Number of participants with account balances2012-01-017,958
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01190
2011: THE SAVINGS & INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017,828
Total number of active participants reported on line 7a of the Form 55002011-01-015,257
Number of retired or separated participants receiving benefits2011-01-0126
Number of other retired or separated participants entitled to future benefits2011-01-012,293
Total of all active and inactive participants2011-01-017,576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-017,577
Number of participants with account balances2011-01-016,855
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01678
2010: THE SAVINGS & INVESTMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-018,625
Total number of active participants reported on line 7a of the Form 55002010-01-015,257
Number of retired or separated participants receiving benefits2010-01-0124
Number of other retired or separated participants entitled to future benefits2010-01-012,546
Total of all active and inactive participants2010-01-017,827
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-017,828
Number of participants with account balances2010-01-016,917
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01374
2009: THE SAVINGS & INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016,361
Total number of active participants reported on line 7a of the Form 55002009-01-016,010
Number of retired or separated participants receiving benefits2009-01-0115
Number of other retired or separated participants entitled to future benefits2009-01-012,597
Total of all active and inactive participants2009-01-018,622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-018,625
Number of participants with account balances2009-01-016,429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01552

Financial Data on THE SAVINGS & INVESTMENT PLAN

Measure Date Value
2014 : THE SAVINGS & INVESTMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$41,430,401
Total transfer of assets from this plan2014-12-31$11,679,395
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$102,942,507
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$53,647,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$53,410,165
Expenses. Certain deemed distributions of participant loans2014-12-31$152,492
Value of total corrective distributions2014-12-31$15,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$57,709,055
Value of total assets at end of year2014-12-31$640,911,304
Value of total assets at beginning of year2014-12-31$561,864,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$68,929
Total interest from all sources2014-12-31$205,570
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$24,839,906
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$24,839,906
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$30,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$41,562,969
Participant contributions at end of year2014-12-31$5,361,311
Participant contributions at beginning of year2014-12-31$4,648,961
Participant contributions at end of year2014-12-31$1,115,573
Participant contributions at beginning of year2014-12-31$1,098,967
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,613,528
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$60,264
Other income not declared elsewhere2014-12-31$61,587
Administrative expenses (other) incurred2014-12-31$68,929
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$49,295,348
Value of net assets at end of year (total assets less liabilities)2014-12-31$640,911,304
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$561,864,950
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$578,968,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$504,828,131
Interest on participant loans2014-12-31$205,570
Value of interest in common/collective trusts at end of year2014-12-31$45,193,440
Value of interest in common/collective trusts at beginning of year2014-12-31$42,834,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$19,131,917
Net investment gain or loss from common/collective trusts2014-12-31$994,472
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$11,532,558
Employer contributions (assets) at end of year2014-12-31$10,272,946
Employer contributions (assets) at beginning of year2014-12-31$8,454,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$53,349,901
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
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 name2014-12-31BENCIVENGA WARD & COMPANY CPAS, PC
Accountancy firm EIN2014-12-31133274930
2013 : THE SAVINGS & INVESTMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$49,200,675
Total transfer of assets from this plan2013-12-31$130,499
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$136,570,850
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$43,711,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$43,544,878
Expenses. Certain deemed distributions of participant loans2013-12-31$22,713
Value of total corrective distributions2013-12-31$7,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$41,327,026
Value of total assets at end of year2013-12-31$553,466,430
Value of total assets at beginning of year2013-12-31$411,536,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$135,991
Total interest from all sources2013-12-31$186,743
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$14,586,216
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$14,586,216
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$30,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$35,414,894
Participant contributions at end of year2013-12-31$4,648,961
Participant contributions at beginning of year2013-12-31$4,011,648
Participant contributions at end of year2013-12-31$1,098,967
Participant contributions at beginning of year2013-12-31$1,028,479
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,927,330
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$3,445
Administrative expenses (other) incurred2013-12-31$135,991
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$92,859,418
Value of net assets at end of year (total assets less liabilities)2013-12-31$553,466,430
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$411,536,836
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$504,828,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$356,180,647
Interest on participant loans2013-12-31$186,743
Value of interest in common/collective trusts at end of year2013-12-31$41,700,021
Value of interest in common/collective trusts at beginning of year2013-12-31$43,145,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$81,845,207
Net investment gain or loss from common/collective trusts2013-12-31$-1,374,342
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,984,802
Employer contributions (assets) at end of year2013-12-31$1,190,350
Employer contributions (assets) at beginning of year2013-12-31$7,171,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$43,541,433
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31BENCIVENGA WARD & COMPANY CPAS, PC
Accountancy firm EIN2013-12-31133274930
2012 : THE SAVINGS & INVESTMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$22,652,779
Total transfer of assets from this plan2012-12-31$1,994,656
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$84,991,510
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$34,005,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$33,764,828
Expenses. Certain deemed distributions of participant loans2012-12-31$98,346
Value of total corrective distributions2012-12-31$1,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$40,715,798
Value of total assets at end of year2012-12-31$411,536,836
Value of total assets at beginning of year2012-12-31$339,892,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$140,276
Total interest from all sources2012-12-31$167,537
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$8,912,343
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$8,912,343
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$30,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$29,108,604
Participant contributions at end of year2012-12-31$4,011,648
Participant contributions at beginning of year2012-12-31$3,782,493
Participant contributions at end of year2012-12-31$1,028,479
Participant contributions at beginning of year2012-12-31$642,920
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,407,420
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$886
Other income not declared elsewhere2012-12-31$3,069
Administrative expenses (other) incurred2012-12-31$140,276
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$50,986,349
Value of net assets at end of year (total assets less liabilities)2012-12-31$411,536,836
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$339,892,364
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$356,180,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$287,956,536
Interest on participant loans2012-12-31$167,537
Value of interest in common/collective trusts at end of year2012-12-31$43,145,039
Value of interest in common/collective trusts at beginning of year2012-12-31$41,314,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$34,022,458
Net investment gain or loss from common/collective trusts2012-12-31$1,170,305
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$9,199,774
Employer contributions (assets) at end of year2012-12-31$7,171,023
Employer contributions (assets) at beginning of year2012-12-31$6,196,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$33,763,942
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31BENCIVENGA WARD & COMPANY CPAS, PC
Accountancy firm EIN2012-12-31133274930
2011 : THE SAVINGS & INVESTMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$13,293,538
Total transfer of assets from this plan2011-12-31$10,879,563
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$36,170,413
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$27,793,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$27,664,818
Expenses. Certain deemed distributions of participant loans2011-12-31$7,579
Value of total corrective distributions2011-12-31$3,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$37,606,391
Value of total assets at end of year2011-12-31$339,892,364
Value of total assets at beginning of year2011-12-31$329,101,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$118,477
Total interest from all sources2011-12-31$173,492
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$6,983,230
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$6,983,230
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$30,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$27,474,875
Participant contributions at end of year2011-12-31$3,782,493
Participant contributions at beginning of year2011-12-31$3,597,356
Participant contributions at end of year2011-12-31$642,920
Participant contributions at beginning of year2011-12-31$702,918
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,747,592
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$2,752
Other income not declared elsewhere2011-12-31$2,943
Administrative expenses (other) incurred2011-12-31$118,477
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$8,376,466
Value of net assets at end of year (total assets less liabilities)2011-12-31$339,892,364
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$329,101,923
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$287,956,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$280,055,434
Interest on participant loans2011-12-31$173,492
Value of interest in common/collective trusts at end of year2011-12-31$41,314,161
Value of interest in common/collective trusts at beginning of year2011-12-31$39,042,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-10,116,137
Net investment gain or loss from common/collective trusts2011-12-31$1,520,494
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$7,383,924
Employer contributions (assets) at end of year2011-12-31$6,196,254
Employer contributions (assets) at beginning of year2011-12-31$5,703,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$27,662,066
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31BENCIVENGA WARD & COMPANY CPAS, PC
Accountancy firm EIN2011-12-31133274930
2010 : THE SAVINGS & INVESTMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$22,021,101
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
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$65,987,137
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$24,266,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$24,098,926
Expenses. Certain deemed distributions of participant loans2010-12-31$3,152
Value of total corrective distributions2010-12-31$13,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$32,173,026
Value of total assets at end of year2010-12-31$329,101,923
Value of total assets at beginning of year2010-12-31$265,359,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$150,402
Total interest from all sources2010-12-31$189,168
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$5,006,113
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$5,006,113
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$30,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$24,282,835
Participant contributions at end of year2010-12-31$3,597,356
Participant contributions at beginning of year2010-12-31$3,051,510
Participant contributions at end of year2010-12-31$702,918
Participant contributions at beginning of year2010-12-31$625,717
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$14,238,720
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,125,131
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$4,263
Other income not declared elsewhere2010-12-31$15,810
Administrative expenses (other) incurred2010-12-31$150,402
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$41,720,928
Value of net assets at end of year (total assets less liabilities)2010-12-31$329,101,923
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$265,359,894
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$280,055,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$218,248,812
Interest on participant loans2010-12-31$172,166
Interest earned on other investments2010-12-31$17,002
Value of interest in common/collective trusts at end of year2010-12-31$39,042,700
Value of interest in common/collective trusts at beginning of year2010-12-31$24,962,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$26,338,067
Net investment gain or loss from common/collective trusts2010-12-31$2,264,953
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$6,765,060
Employer contributions (assets) at end of year2010-12-31$5,703,515
Employer contributions (assets) at beginning of year2010-12-31$4,232,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$24,094,663
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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 name2010-12-31BENCIVENGA WARD & COMPANY CPAS, PC
Accountancy firm EIN2010-12-31133274930

Form 5500 Responses for THE SAVINGS & INVESTMENT PLAN

2014: THE SAVINGS & INVESTMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE SAVINGS & INVESTMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE SAVINGS & INVESTMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE SAVINGS & INVESTMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE SAVINGS & INVESTMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE SAVINGS & INVESTMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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