WALLER LANSDEN DORTCH & DAVIS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II
401k plan membership statisitcs for WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II
Measure | Date | Value |
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2023: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
Total of all active and inactive participants | 2023-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 0 |
Number of participants with account balances | 2023-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 6 |
Total of all active and inactive participants | 2022-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 22 |
Number of participants with account balances | 2022-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 6 |
Total of all active and inactive participants | 2021-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 19 |
Number of participants with account balances | 2021-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 8 |
Total of all active and inactive participants | 2020-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 21 |
Number of participants with account balances | 2020-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2018: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 9 |
Total of all active and inactive participants | 2018-01-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 28 |
Number of participants with account balances | 2018-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 10 |
Total of all active and inactive participants | 2017-01-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 37 |
Number of participants with account balances | 2017-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 38 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 7 |
Total of all active and inactive participants | 2016-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 45 |
Number of participants with account balances | 2016-01-01 | 32 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 6 |
Total of all active and inactive participants | 2015-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 33 |
Number of participants with account balances | 2015-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 16 |
Total of all active and inactive participants | 2014-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 30 |
Number of participants with account balances | 2014-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
Measure | Date | Value |
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2023 : WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2023 401k financial data |
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Transfers to/from the plan | 2023-06-30 | $-7,336,397 |
Total income from all sources | 2023-06-30 | $466,214 |
Expenses. Total of all expenses incurred | 2023-06-30 | $993,875 |
Benefits paid (including direct rollovers) | 2023-06-30 | $977,809 |
Total plan assets at end of year | 2023-06-30 | $0 |
Total plan assets at beginning of year | 2023-06-30 | $7,864,058 |
Value of fidelity bond covering the plan | 2023-06-30 | $500,000 |
Other income received | 2023-06-30 | $422,621 |
Net income (gross income less expenses) | 2023-06-30 | $-527,661 |
Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $7,864,058 |
Assets. Value of assets in partnership/joint-venture interests | 2023-06-30 | $0 |
Total contributions received or receivable from employer(s) | 2023-06-30 | $43,593 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-06-30 | $16,066 |
2022 : WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $-744,547 |
Total income from all sources | 2022-12-31 | $-738,460 |
Expenses. Total of all expenses incurred | 2022-12-31 | $144,898 |
Benefits paid (including direct rollovers) | 2022-12-31 | $111,357 |
Total plan assets at end of year | 2022-12-31 | $7,864,058 |
Total plan assets at beginning of year | 2022-12-31 | $9,491,963 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $59,149 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $35,141 |
Other income received | 2022-12-31 | $-864,804 |
Net income (gross income less expenses) | 2022-12-31 | $-883,358 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $7,864,058 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $9,491,963 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $6,199 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $32,054 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $33,541 |
2021 : WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $1,030 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $1,421,925 |
Expenses. Total of all expenses incurred | 2021-12-31 | $193,680 |
Benefits paid (including direct rollovers) | 2021-12-31 | $156,851 |
Total plan assets at end of year | 2021-12-31 | $9,491,963 |
Total plan assets at beginning of year | 2021-12-31 | $8,262,688 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $126,162 |
Other income received | 2021-12-31 | $1,261,526 |
Net income (gross income less expenses) | 2021-12-31 | $1,228,245 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $9,491,963 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,262,688 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $5,644 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $34,237 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $36,829 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $-299,593 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $749,970 |
Expenses. Total of all expenses incurred | 2020-12-31 | $117,197 |
Benefits paid (including direct rollovers) | 2020-12-31 | $87,000 |
Total plan assets at end of year | 2020-12-31 | $8,262,688 |
Total plan assets at beginning of year | 2020-12-31 | $7,929,508 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $80,216 |
Other income received | 2020-12-31 | $652,912 |
Net income (gross income less expenses) | 2020-12-31 | $632,773 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $8,262,688 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,929,508 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $5,035 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $16,842 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $30,197 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2018 : WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $1,676,076 |
Total income from all sources | 2018-12-31 | $-165,802 |
Expenses. Total of all expenses incurred | 2018-12-31 | $145,077 |
Benefits paid (including direct rollovers) | 2018-12-31 | $122,875 |
Total plan assets at end of year | 2018-12-31 | $6,823,918 |
Total plan assets at beginning of year | 2018-12-31 | $5,458,721 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $47,253 |
Other income received | 2018-12-31 | $-261,874 |
Net income (gross income less expenses) | 2018-12-31 | $-310,879 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $6,823,918 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,458,721 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $48,819 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $22,202 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $-1,780,363 |
Total income from all sources | 2017-12-31 | $859,022 |
Expenses. Total of all expenses incurred | 2017-12-31 | $65,944 |
Benefits paid (including direct rollovers) | 2017-12-31 | $43,500 |
Total plan assets at end of year | 2017-12-31 | $5,458,721 |
Total plan assets at beginning of year | 2017-12-31 | $6,446,006 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $115,280 |
Other income received | 2017-12-31 | $621,366 |
Net income (gross income less expenses) | 2017-12-31 | $793,078 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $5,458,721 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $6,446,006 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $122,376 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $22,444 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $2,044,588 |
Total income from all sources | 2016-12-31 | $612,122 |
Expenses. Total of all expenses incurred | 2016-12-31 | $255,202 |
Benefits paid (including direct rollovers) | 2016-12-31 | $234,601 |
Total plan assets at end of year | 2016-12-31 | $6,446,006 |
Total plan assets at beginning of year | 2016-12-31 | $4,044,498 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $141,419 |
Other income received | 2016-12-31 | $354,438 |
Net income (gross income less expenses) | 2016-12-31 | $356,920 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $6,446,006 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,044,498 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $116,265 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $20,601 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $38,165 |
Total income from all sources | 2015-12-31 | $46,969 |
Expenses. Total of all expenses incurred | 2015-12-31 | $14,768 |
Total plan assets at end of year | 2015-12-31 | $4,044,498 |
Total plan assets at beginning of year | 2015-12-31 | $3,974,132 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $158,276 |
Other income received | 2015-12-31 | $-144,342 |
Net income (gross income less expenses) | 2015-12-31 | $32,201 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,044,498 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,974,132 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $33,035 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $14,768 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $3,681,751 |
Total income from all sources | 2014-12-31 | $334,876 |
Expenses. Total of all expenses incurred | 2014-12-31 | $42,495 |
Benefits paid (including direct rollovers) | 2014-12-31 | $29,534 |
Total plan assets at end of year | 2014-12-31 | $3,974,132 |
Total plan assets at beginning of year | 2014-12-31 | $0 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $124,205 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $14,821 |
Other income received | 2014-12-31 | $146,419 |
Net income (gross income less expenses) | 2014-12-31 | $292,381 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,974,132 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $49,431 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $12,961 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2023: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | Yes |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2018: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN II 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | First time form 5500 has been submitted | Yes |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |