WIGGIN & NOURIE, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WIGGIN & NOURIE, P.A. PROFIT SHARING PLAN
401k plan membership statisitcs for WIGGIN & NOURIE, P.A. PROFIT SHARING PLAN
Measure | Date | Value |
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2014 : WIGGIN & NOURIE, P.A. PROFIT SHARING PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-01-07 | $0 |
Total plan liabilities at end of year | 2014-01-07 | $0 |
Total income from all sources | 2014-01-07 | $-34 |
Expenses. Total of all expenses incurred | 2014-01-07 | $2,219 |
Benefits paid (including direct rollovers) | 2014-01-07 | $0 |
Total plan assets at end of year | 2014-01-07 | $0 |
Total plan assets at beginning of year | 2014-01-07 | $2,253 |
Total contributions received or receivable from participants | 2014-01-07 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-01-07 | $0 |
Contributions received from other sources (not participants or employers) | 2014-01-07 | $0 |
Other income received | 2014-01-07 | $-34 |
Noncash contributions received | 2014-01-07 | $0 |
Net income (gross income less expenses) | 2014-01-07 | $-2,253 |
Net plan assets at end of year (total assets less liabilities) | 2014-01-07 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-01-07 | $2,253 |
Total contributions received or receivable from employer(s) | 2014-01-07 | $0 |
Value of certain deemed distributions of participant loans | 2014-01-07 | $0 |
Value of corrective distributions | 2014-01-07 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-01-07 | $2,219 |
2013 : WIGGIN & NOURIE, P.A. PROFIT SHARING PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $66 |
Expenses. Total of all expenses incurred | 2013-12-31 | $1,230 |
Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $2,253 |
Total plan assets at beginning of year | 2013-12-31 | $3,417 |
Total contributions received or receivable from participants | 2013-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $66 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $-1,164 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,253 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,417 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,230 |
2012 : WIGGIN & NOURIE, P.A. PROFIT SHARING PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $-58,619 |
Total income from all sources | 2012-12-31 | $1,209,961 |
Expenses. Total of all expenses incurred | 2012-12-31 | $18,957,265 |
Benefits paid (including direct rollovers) | 2012-12-31 | $18,925,990 |
Total plan assets at end of year | 2012-12-31 | $3,417 |
Total plan assets at beginning of year | 2012-12-31 | $17,809,340 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $43,279 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $1,163,666 |
Net income (gross income less expenses) | 2012-12-31 | $-17,747,304 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,417 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $17,809,340 |
Assets. Value of participant loans | 2012-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $3,016 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $31,275 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : WIGGIN & NOURIE, P.A. PROFIT SHARING PLAN 2011 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2011-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $0 |
Total transfer of assets from this plan | 2011-12-31 | $0 |
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 |
Expenses. Interest paid | 2011-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $175,117 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,558,849 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,490,390 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $21,533 |
Value of total corrective distributions | 2011-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $671,258 |
Value of total assets at end of year | 2011-12-31 | $17,809,340 |
Value of total assets at beginning of year | 2011-12-31 | $19,193,072 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $46,926 |
Total income from rents | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $8,295 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $389,675 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $389,675 |
Assets. Real estate other than employer real property at end of year | 2011-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2011-12-31 | $0 |
Administrative expenses professional fees incurred | 2011-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2011-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2011-12-31 | $0 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $315,556 |
Participant contributions at end of year | 2011-12-31 | $122,200 |
Participant contributions at beginning of year | 2011-12-31 | $154,134 |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2011-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2011-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $0 |
Other income not declared elsewhere | 2011-12-31 | $0 |
Administrative expenses (other) incurred | 2011-12-31 | $46,926 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $0 |
Total non interest bearing cash at end of year | 2011-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Income. Non cash contributions | 2011-12-31 | $0 |
Value of net income/loss | 2011-12-31 | $-1,383,732 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $17,809,340 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $19,193,072 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2011-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2011-12-31 | $0 |
Investment advisory and management fees | 2011-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $14,985,696 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $16,892,832 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $0 |
Interest on participant loans | 2011-12-31 | $8,271 |
Income. Interest from loans (other than to participants) | 2011-12-31 | $0 |
Interest earned on other investments | 2011-12-31 | $0 |
Income. Interest from US Government securities | 2011-12-31 | $0 |
Income. Interest from corporate debt instruments | 2011-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $2,623,608 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $1,615,738 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $77,836 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $530,368 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $530,368 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $24 |
Assets. Value of investments in 103.12 investment entities at end of year | 2011-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2011-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $0 |
Asset value of US Government securities at end of year | 2011-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-970,236 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $76,125 |
Net gain/loss from 103.12 investment entities | 2011-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $0 |
Assets. Value of employer real property at end of year | 2011-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2011-12-31 | $0 |
Contributions received in cash from employer | 2011-12-31 | $355,702 |
Employer contributions (assets) at end of year | 2011-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $0 |
Income. Dividends from preferred stock | 2011-12-31 | $0 |
Income. Dividends from common stock | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,490,390 |
Asset. Corporate debt instrument preferred debt at end of year | 2011-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2011-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $0 |
Contract administrator fees | 2011-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2011-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-12-31 | $0 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2011-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2011-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | HOWE, RILEY, AND HOWE, PLLC |
Accountancy firm EIN | 2011-12-31 | 203985821 |
2010 : WIGGIN & NOURIE, P.A. PROFIT SHARING PLAN 2010 401k financial data |
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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 | $3,140,528 |
Total loss/gain on sale of assets | 2010-12-31 | $22,354 |
Total of all expenses incurred | 2010-12-31 | $4,437,530 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $4,388,860 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $880,168 |
Value of total assets at end of year | 2010-12-31 | $19,193,072 |
Value of total assets at beginning of year | 2010-12-31 | $20,490,074 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $48,670 |
Total interest from all sources | 2010-12-31 | $11,202 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $446,766 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $446,766 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $463,369 |
Participant contributions at end of year | 2010-12-31 | $154,134 |
Participant contributions at beginning of year | 2010-12-31 | $215,462 |
Administrative expenses (other) incurred | 2010-12-31 | $48,670 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $-1,297,002 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $19,193,072 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $20,490,074 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $16,892,832 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $18,095,037 |
Interest on participant loans | 2010-12-31 | $10,903 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $1,615,738 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $1,673,957 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $530,368 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $464,104 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $464,104 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $299 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,716,348 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $63,690 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $416,799 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $4,388,860 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $41,514 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $63,868 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $41,514 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | HOWE, RILEY & HOWE, PLLC |
Accountancy firm EIN | 2010-12-31 | 203985821 |
2009 : WIGGIN & NOURIE, P.A. PROFIT SHARING PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |