Civic Intelligence
Filing

Tibco Software Inc. 401K Savings Plan

Tibco Software Inc. • EIN 77-0449727 • Plan year 2008

Company ProfileSource Archive
Filing Insights

Participants

Down

1,271 → 1,026

-245 • -19.28%

Assets

Down

$96,099,107 → $74,399,354

-$21,699,753 • -22.58%

Investment Management Fee

0.00%

$0

Admin expenses $33,104 • Total expenses $5,902,272

Filing Details

Context
Net investment result
$-21,699,753
Pension payor EIN
13-3808042

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

No

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

No

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Yes

5% transactions reported

No

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties
ProviderServicesLocationDirect CompensationRelated
MOHLER, NIXON & WILLIAMSEIN 77-0106234Accountant--Mohler, Nixon & Williams Accountancy Corporation

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202442,051$1,604,843,511$86,073,172$41,966iApproximate average salary by contribution assumption: employee only about $1,049,161 at 4% or $699,441 at 6%; with 50% employer match about $699,441 at 4% or $466,294 at 6%; with 100% employer match about $524,581 at 4% or $349,720 at 6%.
Tibco Software Inc. 401K Savings Plan-2,051$1,604,843,511$53,241,889$25,959iApproximate average salary by contribution assumption: employee only about $648,975 at 4% or $432,650 at 6%; with 50% employer match about $432,650 at 4% or $288,433 at 6%; with 100% employer match about $324,487 at 4% or $216,325 at 6%.
Cloud Software Group Inc Welfare Benefits Plan-2,045---
Cloud Software Group Inc. Severaance Pay Paln-1,946---
Tibco Software Inc. 401(K) Savings Plan-0-$32,831,283-
202333,226$959,866,290$60,018,237$18,605iApproximate average salary by contribution assumption: employee only about $465,113 at 4% or $310,076 at 6%; with 50% employer match about $310,076 at 4% or $206,717 at 6%; with 100% employer match about $232,557 at 4% or $155,038 at 6%.
Tibco Software Inc. 401K Savings Plan-1,953$959,866,290$60,018,237$30,731iApproximate average salary by contribution assumption: employee only about $768,283 at 4% or $512,188 at 6%; with 50% employer match about $512,188 at 4% or $341,459 at 6%; with 100% employer match about $384,141 at 4% or $256,094 at 6%.
Cloud Software Group Inc Welfare Benefits Plan-3,226---
Cloud Software Group Inc. Severaance Pay Paln-2,999---
202232,923$827,464,216$67,085,253$22,951iApproximate average salary by contribution assumption: employee only about $573,771 at 4% or $382,514 at 6%; with 50% employer match about $382,514 at 4% or $255,009 at 6%; with 100% employer match about $286,885 at 4% or $191,257 at 6%.
Tibco Software Inc. 401K Savings Plan-2,821$827,464,216$67,085,253$23,781iApproximate average salary by contribution assumption: employee only about $594,517 at 4% or $396,344 at 6%; with 50% employer match about $396,344 at 4% or $264,230 at 6%; with 100% employer match about $297,258 at 4% or $198,172 at 6%.
Cloud Software Group Inc Welfare Benefits Plan-2,923---
Tibco Software Health & Welfare Plan-0---
202121,496$575,842,132$131,524,764$87,918iApproximate average salary by contribution assumption: employee only about $2,197,941 at 4% or $1,465,294 at 6%; with 50% employer match about $1,465,294 at 4% or $976,862 at 6%; with 100% employer match about $1,098,970 at 4% or $732,647 at 6%.
Tibco Software Inc. 401K Savings Plan-1,496$575,842,132$131,524,764$87,918iApproximate average salary by contribution assumption: employee only about $2,197,941 at 4% or $1,465,294 at 6%; with 50% employer match about $1,465,294 at 4% or $976,862 at 6%; with 100% employer match about $1,098,970 at 4% or $732,647 at 6%.
Tibco Software Health & Welfare Plan-1,376---
202021,199$417,236,971$30,757,507$25,653iApproximate average salary by contribution assumption: employee only about $641,316 at 4% or $427,544 at 6%; with 50% employer match about $427,544 at 4% or $285,029 at 6%; with 100% employer match about $320,658 at 4% or $213,772 at 6%.
Tibco Software Inc. 401K Savings Plan-1,199$417,236,971$30,757,507$25,653iApproximate average salary by contribution assumption: employee only about $641,316 at 4% or $427,544 at 6%; with 50% employer match about $427,544 at 4% or $285,029 at 6%; with 100% employer match about $320,658 at 4% or $213,772 at 6%.
Tibco Software Health & Welfare Plan-1,039---
201921,419$387,424,065$32,287,986$22,754iApproximate average salary by contribution assumption: employee only about $568,851 at 4% or $379,234 at 6%; with 50% employer match about $379,234 at 4% or $252,823 at 6%; with 100% employer match about $284,426 at 4% or $189,617 at 6%.
Tibco Software Inc. 401K Savings Plan-1,419$387,424,065$32,287,986$22,754iApproximate average salary by contribution assumption: employee only about $568,851 at 4% or $379,234 at 6%; with 50% employer match about $379,234 at 4% or $252,823 at 6%; with 100% employer match about $284,426 at 4% or $189,617 at 6%.
Tibco Software Health & Welfare Plan-1,409---
201821,547$316,445,693$31,998,124$20,684iApproximate average salary by contribution assumption: employee only about $517,100 at 4% or $344,733 at 6%; with 50% employer match about $344,733 at 4% or $229,822 at 6%; with 100% employer match about $258,550 at 4% or $172,367 at 6%.
Tibco Software Inc. 401K Savings Plan-1,547$316,445,693$31,998,124$20,684iApproximate average salary by contribution assumption: employee only about $517,100 at 4% or $344,733 at 6%; with 50% employer match about $344,733 at 4% or $229,822 at 6%; with 100% employer match about $258,550 at 4% or $172,367 at 6%.
Tibco Software Health & Welfare Plan-1,479---
201721,489$328,029,746$27,937,221$18,762iApproximate average salary by contribution assumption: employee only about $469,060 at 4% or $312,707 at 6%; with 50% employer match about $312,707 at 4% or $208,471 at 6%; with 100% employer match about $234,530 at 4% or $156,353 at 6%.
Tibco Software Inc. 401K Savings Plan-1,410$328,029,746$27,937,221$19,814iApproximate average salary by contribution assumption: employee only about $495,341 at 4% or $330,227 at 6%; with 50% employer match about $330,227 at 4% or $220,151 at 6%; with 100% employer match about $247,670 at 4% or $165,114 at 6%.
Tibco Software Health & Welfare Plan-1,489---
201621,375$279,287,393$25,790,804$18,757iApproximate average salary by contribution assumption: employee only about $468,924 at 4% or $312,616 at 6%; with 50% employer match about $312,616 at 4% or $208,411 at 6%; with 100% employer match about $234,462 at 4% or $156,308 at 6%.
Tibco Software Inc. 401K Savings Plan-1,374$279,287,393$25,790,804$18,771iApproximate average salary by contribution assumption: employee only about $469,265 at 4% or $312,843 at 6%; with 50% employer match about $312,843 at 4% or $208,562 at 6%; with 100% employer match about $234,632 at 4% or $156,422 at 6%.
Tibco Software Health & Welfare Plan-1,375---
201521,550$258,108,519$28,599,352$18,451iApproximate average salary by contribution assumption: employee only about $461,280 at 4% or $307,520 at 6%; with 50% employer match about $307,520 at 4% or $205,013 at 6%; with 100% employer match about $230,640 at 4% or $153,760 at 6%.
Tibco Software Inc. 401K Savings Plan-1,314$258,108,519$28,599,352$21,765iApproximate average salary by contribution assumption: employee only about $544,128 at 4% or $362,752 at 6%; with 50% employer match about $362,752 at 4% or $241,835 at 6%; with 100% employer match about $272,064 at 4% or $181,376 at 6%.
Tibco Software Health & Welfare Plan-1,550---
201421,929$267,589,805$31,235,266$16,192iApproximate average salary by contribution assumption: employee only about $404,812 at 4% or $269,874 at 6%; with 50% employer match about $269,874 at 4% or $179,916 at 6%; with 100% employer match about $202,406 at 4% or $134,937 at 6%.
Tibco Software Inc. 401K Savings Plan-1,827$267,589,805$31,235,266$17,096iApproximate average salary by contribution assumption: employee only about $427,412 at 4% or $284,941 at 6%; with 50% employer match about $284,941 at 4% or $189,961 at 6%; with 100% employer match about $213,706 at 4% or $142,471 at 6%.
Tibco Software Health & Welfare Plan-1,929---
201321,764$238,765,261$29,378,410$16,654iApproximate average salary by contribution assumption: employee only about $416,361 at 4% or $277,574 at 6%; with 50% employer match about $277,574 at 4% or $185,049 at 6%; with 100% employer match about $208,180 at 4% or $138,787 at 6%.
Tibco Software Inc. 401K Savings Plan-1,757$238,765,261$29,378,410$16,721iApproximate average salary by contribution assumption: employee only about $418,019 at 4% or $278,680 at 6%; with 50% employer match about $278,680 at 4% or $185,786 at 6%; with 100% employer match about $209,010 at 4% or $139,340 at 6%.
Tibco Software Health & Welfare Plan-1,764---
201221,738$185,189,612$26,815,343$15,429iApproximate average salary by contribution assumption: employee only about $385,721 at 4% or $257,148 at 6%; with 50% employer match about $257,148 at 4% or $171,432 at 6%; with 100% employer match about $192,861 at 4% or $128,574 at 6%.
Tibco Software Inc. 401K Savings Plan-1,704$185,189,612$26,815,343$15,737iApproximate average salary by contribution assumption: employee only about $393,418 at 4% or $262,278 at 6%; with 50% employer match about $262,278 at 4% or $174,852 at 6%; with 100% employer match about $196,709 at 4% or $131,139 at 6%.
Tibco Software Health & Welfare Plan-1,738---
201121,487$149,668,753$23,643,437$15,900iApproximate average salary by contribution assumption: employee only about $397,502 at 4% or $265,002 at 6%; with 50% employer match about $265,002 at 4% or $176,668 at 6%; with 100% employer match about $198,751 at 4% or $132,501 at 6%.
Tibco Software Inc. 401K Savings Plan-1,474$149,668,753$23,643,437$16,040iApproximate average salary by contribution assumption: employee only about $401,008 at 4% or $267,339 at 6%; with 50% employer match about $267,339 at 4% or $178,226 at 6%; with 100% employer match about $200,504 at 4% or $133,669 at 6%.
Tibco Software Health & Welfare Plan-1,487---
201021,406$133,551,543$20,673,982$14,704iApproximate average salary by contribution assumption: employee only about $367,603 at 4% or $245,069 at 6%; with 50% employer match about $245,069 at 4% or $163,379 at 6%; with 100% employer match about $183,801 at 4% or $122,534 at 6%.
Tibco Software Inc. 401K Savings Plan-1,226$133,551,543$20,673,982$16,863iApproximate average salary by contribution assumption: employee only about $421,574 at 4% or $281,049 at 6%; with 50% employer match about $281,049 at 4% or $187,366 at 6%; with 100% employer match about $210,787 at 4% or $140,525 at 6%.
Tibco Software Health & Welfare Plan-1,406---
200921,425$104,382,381$15,963,709$11,203iApproximate average salary by contribution assumption: employee only about $280,065 at 4% or $186,710 at 6%; with 50% employer match about $186,710 at 4% or $124,473 at 6%; with 100% employer match about $140,033 at 4% or $93,355 at 6%.
Tibco Software Inc. 401K Savings Plan-1,026$104,382,381$15,963,709$15,559iApproximate average salary by contribution assumption: employee only about $388,979 at 4% or $259,320 at 6%; with 50% employer match about $259,320 at 4% or $172,880 at 6%; with 100% employer match about $194,490 at 4% or $129,660 at 6%.
Tibco Software Health & Welfare Plan-1,425---
200821,420$74,399,354$16,941,727$11,931iApproximate average salary by contribution assumption: employee only about $298,270 at 4% or $198,847 at 6%; with 50% employer match about $198,847 at 4% or $132,564 at 6%; with 100% employer match about $149,135 at 4% or $99,423 at 6%.
Tibco Software Inc. 401K Savings PlanCurrent1,026$74,399,354$16,941,727$16,512iApproximate average salary by contribution assumption: employee only about $412,810 at 4% or $275,207 at 6%; with 50% employer match about $275,207 at 4% or $183,471 at 6%; with 100% employer match about $206,405 at 4% or $137,603 at 6%.
Tibco Software Health & Welfare Plan-1,420---
200721,018$80,374,182$14,011,341$13,764iApproximate average salary by contribution assumption: employee only about $344,090 at 4% or $229,393 at 6%; with 50% employer match about $229,393 at 4% or $152,929 at 6%; with 100% employer match about $172,045 at 4% or $114,697 at 6%.
Tibco Software Inc. 401K Savings Plan-952$80,374,182$14,011,341$14,718iApproximate average salary by contribution assumption: employee only about $367,945 at 4% or $245,297 at 6%; with 50% employer match about $245,297 at 4% or $163,531 at 6%; with 100% employer match about $183,972 at 4% or $122,648 at 6%.
Tibco Software Health & Welfare Plan-1,018---
20062898$80,374,182$14,011,341$15,603iApproximate average salary by contribution assumption: employee only about $390,071 at 4% or $260,047 at 6%; with 50% employer match about $260,047 at 4% or $173,365 at 6%; with 100% employer match about $195,035 at 4% or $130,024 at 6%.
Tibco Software Inc. 401K Savings Plan-832$80,374,182$14,011,341$16,841iApproximate average salary by contribution assumption: employee only about $421,014 at 4% or $280,676 at 6%; with 50% employer match about $280,676 at 4% or $187,117 at 6%; with 100% employer match about $210,507 at 4% or $140,338 at 6%.
Tibco Software Health & Welfare Plan-898---
20052850$63,883,249$12,417,707$14,609iApproximate average salary by contribution assumption: employee only about $365,227 at 4% or $243,484 at 6%; with 50% employer match about $243,484 at 4% or $162,323 at 6%; with 100% employer match about $182,613 at 4% or $121,742 at 6%.
Tibco Software Inc. 401K Savings Plan-778$63,883,249$12,417,707$15,961iApproximate average salary by contribution assumption: employee only about $399,027 at 4% or $266,018 at 6%; with 50% employer match about $266,018 at 4% or $177,345 at 6%; with 100% employer match about $199,513 at 4% or $133,009 at 6%.
Tibco Software Health & Welfare Plan-850---
20042837$48,577,644$9,402,030$11,233iApproximate average salary by contribution assumption: employee only about $280,825 at 4% or $187,217 at 6%; with 50% employer match about $187,217 at 4% or $124,811 at 6%; with 100% employer match about $140,413 at 4% or $93,608 at 6%.
Tibco Software Inc. 401K Savings Plan-669$48,577,644$9,402,030$14,054iApproximate average salary by contribution assumption: employee only about $351,346 at 4% or $234,231 at 6%; with 50% employer match about $234,231 at 4% or $156,154 at 6%; with 100% employer match about $175,673 at 4% or $117,115 at 6%.
Tibco Software Health & Welfare Plan-837---
20032725$37,804,062$9,222,897$12,721iApproximate average salary by contribution assumption: employee only about $318,031 at 4% or $212,021 at 6%; with 50% employer match about $212,021 at 4% or $141,347 at 6%; with 100% employer match about $159,015 at 4% or $106,010 at 6%.
Tibco Software Inc. 401K Savings Plan-632$37,804,062$9,222,897$14,593iApproximate average salary by contribution assumption: employee only about $364,830 at 4% or $243,220 at 6%; with 50% employer match about $243,220 at 4% or $162,147 at 6%; with 100% employer match about $182,415 at 4% or $121,610 at 6%.
Tibco Software Health & Welfare Plan-725---
20022853$24,657,789$9,412,062$11,034iApproximate average salary by contribution assumption: employee only about $275,852 at 4% or $183,901 at 6%; with 50% employer match about $183,901 at 4% or $122,601 at 6%; with 100% employer match about $137,926 at 4% or $91,951 at 6%.
Tibco Software Inc. 401K Savings Plan-741$24,657,789$9,412,062$12,702iApproximate average salary by contribution assumption: employee only about $317,546 at 4% or $211,697 at 6%; with 50% employer match about $211,697 at 4% or $141,132 at 6%; with 100% employer match about $158,773 at 4% or $105,849 at 6%.
Tibco Software Health & Welfare Plan-853---
20012853$0$0-
Tibco Software Health & Welfare Plan-853---
Tibco Software Inc. 401K Savings Plan-741---
20002808$19,216,107$5,500,550$6,808iApproximate average salary by contribution assumption: employee only about $170,190 at 4% or $113,460 at 6%; with 50% employer match about $113,460 at 4% or $75,640 at 6%; with 100% employer match about $85,095 at 4% or $56,730 at 6%.
Tibco Software Inc. 401K Savings Plan-574$19,216,107$5,500,550$9,583iApproximate average salary by contribution assumption: employee only about $239,571 at 4% or $159,714 at 6%; with 50% employer match about $159,714 at 4% or $106,476 at 6%; with 100% employer match about $119,785 at 4% or $79,857 at 6%.
Tibco Software Health & Welfare Plan-808---
19992459$16,378,687$1,292,162$2,815iApproximate average salary by contribution assumption: employee only about $70,379 at 4% or $46,919 at 6%; with 50% employer match about $46,919 at 4% or $31,280 at 6%; with 100% employer match about $35,190 at 4% or $23,460 at 6%.
Tibco Software Inc. 401K Savings Plan-327$16,378,687$1,292,162$3,952iApproximate average salary by contribution assumption: employee only about $98,789 at 4% or $65,859 at 6%; with 50% employer match about $65,859 at 4% or $43,906 at 6%; with 100% employer match about $49,395 at 4% or $32,930 at 6%.
Tibco Software Health & Welfare Plan-459---
Schedule Details

Schedule A

Row 1
Filing Id
84037029512310
Form Id
101414566
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
8020370029512060002
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 2
Ins Carrier Name: NEW YORK LIFE INSURANCE COMPANY
Filing Id
84037029512310
Form Id
101414566
Schedule A EIN
77-0449727
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2008-01-01
Schedule A Tax Period
20081231
Ins Carrier Name
NEW YORK LIFE INSURANCE COMPANY
Ins Carrier EIN
13-5582869
Ins Carrier Naic Code
66915
Ins Contract Num
30500
Ins Prsn Covered End of year Count
1,192
Ins Policy From Date
2008-01-01
Ins Policy To Date
2008-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$15,013,418
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$0
Pension Total Bal Addn Amount
$0
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$0
Pension End of year Bal Amount
$0
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0

Schedule C

Schedule C Provider

Provider 1

Provider details

Source fields
Row 1
Filing Id
84037029512310
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
8020370029512060003
Provider 01 Position
CONTRACT ADMINISTRATOR
Provider 01 Salary Amount
$0
Provider 01 Fees Amount
$0
Provider 01 Srvc Code
12
Row 2
Filing Id
84037029512310
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
8020370029512060003

Schedule C Provider

Provider 2

Provider details

Source fields
Row 3
Filing Id
84037029512310
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
8020370029512060003
Provider 01 Name
MOHLER, NIXON & WILLIAMS
Provider 01 EIN
77-0106234
Provider 01 Position
ACCOUNTANT
Provider 01 Relation
RETAINED BY CLIENT
Provider 01 Salary Amount
$0
Provider 01 Fees Amount
$10,290
Provider 01 Srvc Code
10

Schedule C Provider

Provider 3

Provider details

Source fields
Row 4
Filing Id
84037029512310
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
2
Image Form Id
8020370029512060003
Provider 01 Name
NEW YORK LIFE INVESTMENT MANAGEMENT
Provider 01 EIN
52-2206685
Provider 01 Position
RECORD KEEPER
Provider 01 Relation
NONE
Provider 01 Salary Amount
$0
Provider 01 Fees Amount
$22,814
Provider 01 Srvc Code
24

Schedule C Provider

Provider 4

Provider details

Source fields
Row 5
Filing Id
84037029512310
Schedule C EIN
77-0449727
Schedule C Plan number
001
Schedule C Plan Year Begin Date
2008-01-01
Schedule C Tax Period
20081231
Provider Total Comp Paid Amount
$0

Schedule D

Row 1
Filing Id
84037029512310
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
8020370029512060004

Schedule H

Schedule H Financial Statement

Large plan result

Assets, contributions, fees, audit, and compliance fields reported for this large-plan filing.

End-of-year assets$74,399,354-$21,699,753 change

Balance Sheet

Beginning and end of plan year.

Total assets$96,099,107$74,399,354Decrease -$21,699,753 (-22.58%)
Total liabilities$0$0No change $0
Net assets$96,099,107$74,399,354Decrease -$21,699,753 (-22.58%)

Contributions

Employer contributions$5,227,060
Participant contributions$10,185,252
Other contributions$1,529,415
Total contributions$16,941,727

Income & Investment Result

Total income$-15,797,481
Interest$56,302
Dividends$0
Net income$-21,699,753

Expenses & Fees

Benefits paid$5,869,168
Investment management$0
Administrative expenses$33,104
Total expenses$5,902,272

Accountant

FirmMOHLER, NIXON & WILLIAMS
Firm EIN77-0106234

Compliance

Fidelity bondYes
Fidelity bond amount$10,000,000
Participant loans$942,552
Late contributionsNo
Schedule H source fields
Financial summary
Total assets at beginning of year: $96,099,107Total assets at end of year: $74,399,354Total liabilities at end of year: $0Net income or loss: $-21,699,753
Filing Id
84037029512310
Schedule H EIN
77-0449727
Schedule H Plan number
001
Schedule H Plan Year Begin Date
2008-01-01
Schedule H Tax Period
20081231
Non Interest Bear Cash Beginning of year Amount
$0
Employer Contribution Beginning of year Amount
$0
Participants Contribution Beginning of year Amount
$0
Other Receivables Beginning of year Amount
$0
Interest Bear Cash Beginning of year Amount
$147
Govt Sec Beginning of year Amount
$0
Corp Debt Preferred Beginning of year Amount
$0
Corp Debt Other Beginning of year Amount
$0
Pref Stock Beginning of year Amount
$0
Common Stock Beginning of year Amount
$0
Joint Venture Beginning of year Amount
$0
Real Estate Beginning of year Amount
$0
Other Loans Beginning of year Amount
$0
Participant loans at beginning of year
$593,486
Interest Common Tr Beginning of year Amount
$0
Interest Pool Sep Account Beginning of year Amount
$9,543,387
Interest Master Tr Beginning of year Amount
$0
Interest 103 12 Investment Beginning of year Amount
$0
Interest in registered investment companies at beginning of year
$85,962,087
Ins Co Gen Account Beginning of year Amount
$0
Oth Investment Beginning of year Amount
$0
Employer Sec Beginning of year Amount
$0
Employer Prop Beginning of year Amount
$0
Bldgs Used Beginning of year Amount
$0
Total assets at beginning of year
$96,099,107
Bnfts Payable Beginning of year Amount
$0
Oprtng Payable Beginning of year Amount
$0
Acquis Indbt Beginning of year Amount
$0
Other Liability Beginning of year Amount
$0
Total liabilities at beginning of year
$0
Net assets at beginning of year
$96,099,107
Non Interest Bear Cash End of year Amount
$0
Employer Contribution End of year Amount
$0
Participants Contribution End of year Amount
$0
Other Receivables End of year Amount
$0
Interest Bear Cash End of year Amount
$151
Govt Sec End of year Amount
$0
Corp Debt Preferred End of year Amount
$0
Corp Debt Other End of year Amount
$0
Pref Stock End of year Amount
$0
Common Stock End of year Amount
$0
Joint Venture End of year Amount
$0
Real Estate End of year Amount
$0
Other Loans End of year Amount
$0
Participant loans at end of year
$942,552
Interest Common Tr End of year Amount
$0
Interest Pool Sep Account End of year Amount
$15,013,418
Interest Master Tr End of year Amount
$0
Interest 103 12 Investment End of year Amount
$0
Interest in registered investment companies at end of year
$58,443,233
Ins Co Gen Account End of year Amount
$0
Oth Investment End of year Amount
$0
Employer Sec End of year Amount
$0
Employer Prop End of year Amount
$0
Bldgs Used End of year Amount
$0
Total assets at end of year
$74,399,354
Bnfts Payable End of year Amount
$0
Oprtng Payable End of year Amount
$0
Acquis Indbt End of year Amount
$0
Other Liability End of year Amount
$0
Total liabilities at end of year
$0
Net assets at end of year
$74,399,354
Employer contributions
$5,227,060
Participant contributions
$10,185,252
Oth Contribution Rcvd Amount
$1,529,415
Non Cash Contribution Bs Amount
$0
Total contributions
$16,941,727
Interest Bear Cash Amount
$3
Interest On Govt Sec Amount
$0
Interest On Corp Debt Amount
$0
Interest On Oth Loans Amount
$0
Interest on participant loans
$56,299
Interest On Oth Investment Amount
$0
Total interest income
$56,302
Divnd Pref Stock Amount
$0
Divnd Common Stock Amount
$0
Total dividend income
$0
Total Rents Amount
$0
Aggregate Proceeds Amount
$0
Aggregate Costs Amount
$0
Net gain or loss on sale of assets
$0
Unrealized Apprctn Re Amount
$0
Unrealized Apprctn Oth Amount
$0
Net unrealized appreciation or depreciation
$0
Gain Loss Com Trust Amount
$0
Gain Loss Pool Sep Amount
$543,292
Gain Loss Master Tr Amount
$0
Gain Loss 103 12 Investment Amount
$0
Gain or loss on registered investments
$-33,338,802
Other Income Amount
$0
Total income
$-15,797,481
Participant distributions
$5,869,168
Ins Carrier Bnfts Amount
$0
Oth Bnft Payment Amount
$0
Total benefit distributions
$5,869,168
Total Corrective Distribution Amount
$0
Total Dm Distribution Ptcp Lns A
0
Total Interest Expense Amount
$0
Professional Fees Amount
$0
Contract Admin Fees Amount
$33,104
Investment management fees
$0
Other Admin Fees Amount
$0
Total administrative expenses
$33,104
Total expenses
$5,902,272
Net income or loss
$-21,699,753
Total Transfers To Amount
$0
Transfers from other plans
$0
Accountant Opinion Type Indicator
3
Account Performed Limited Audit Indicator
Yes
Accountant firm name
MOHLER, NIXON & WILLIAMS
Accountant firm EIN
77-0106234
Failed to transmit participant contributions on time
No
Fail Transmit Contribution Amount
$0
Participant loans in default
No
Loans In Default Amount
$0
Leases in default
No
Leases In Default Amount
$0
Nonexempt transactions with parties in interest
No
Party In Interest Not Reported Amount
$0
Fidelity bond in place
Yes
Fidelity bond amount
$10,000,000
Loss discovered during year
No
Loss Discovered Dur Year Amount
$0
Assets with undetermined value
No
Asset Undeterm Valuation Amount
$0
Non-cash contributions reported
No
Non Cash Contribution Amount
$0
Assets held for investment
Yes
Reportable 5% transactions
No
All plan assets distributed
No
Resolution to terminate plan adopted
No
Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN13-3808042

Transfers

Distributed property value$0
Schedule R source fields
Payor 13-3808042
Filing Id
84037029512310
Schedule R EIN
77-0449727
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2008-01-01
Schedule R Tax Period
20081231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
13-3808042
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Satisfy Cover Basis Code
1