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WILLIAM J WALDMAN KEOGH 401k Plan overview

Plan NameWILLIAM J WALDMAN KEOGH
Plan identification number 001

WILLIAM J WALDMAN KEOGH Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.

401k Sponsoring company profile

WILLIAM J WALDMAN has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM J WALDMAN
Employer identification number (EIN):060974826
NAIC Classification:021111

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM J WALDMAN KEOGH

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01JAMES HENDERSON2022-09-17 JAMES HENDERSON2022-09-17
0012021-01-01JAMES HENDERSON2023-09-29 JAMES HENDERSON2023-09-29
0012020-01-01JAMES HENDERSON2021-09-28
0012019-01-01JAMES HENDERSON2020-10-03 JAMES HENDERSON2020-10-03
0012018-01-01JAMES HENDERSON2019-10-24 JAMES HENDERSON2019-10-24
0012017-01-01JAMES HENDERSON2018-10-12
0012016-01-01JAMES HENDERSON2017-10-11
0012015-01-01JAMES HENDERSON2016-10-04
0012014-01-01JAMES HENDERSON2015-10-13 JAMES HENDERSON2015-10-13
0012013-01-01JAMES HENDERSON2014-10-06 JAMES HENDERSON2014-10-06
0012012-01-01JAMES HENDERSON2013-09-30 JAMES HENDERSON2013-09-30
0012011-01-01JAMES HENDERSON
0012009-01-012010-10-09
0012009-01-01JAMES HENDERSON

Plan Statistics for WILLIAM J WALDMAN KEOGH

401k plan membership statisitcs for WILLIAM J WALDMAN KEOGH

Measure Date Value
2011: WILLIAM J WALDMAN KEOGH 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WILLIAM J WALDMAN KEOGH 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WILLIAM J WALDMAN KEOGH

Measure Date Value
2011 : WILLIAM J WALDMAN KEOGH 2011 401k financial data
Total income from all sources2011-12-31$19,436
Expenses. Total of all expenses incurred2011-12-31$7,784
Benefits paid (including direct rollovers)2011-12-31$7,784
Total plan assets at end of year2011-12-31$2,268,201
Total plan assets at beginning of year2011-12-31$2,256,549
Other income received2011-12-31$-18,709
Net income (gross income less expenses)2011-12-31$11,652
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,268,201
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,256,549
Total contributions received or receivable from employer(s)2011-12-31$38,145
2010 : WILLIAM J WALDMAN KEOGH 2010 401k financial data
Total income from all sources2010-12-31$270,760
Total plan assets at end of year2010-12-31$2,256,549
Total plan assets at beginning of year2010-12-31$1,985,789
Other income received2010-12-31$254,177
Net income (gross income less expenses)2010-12-31$270,760
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,256,549
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,985,789
Total contributions received or receivable from employer(s)2010-12-31$16,583

Form 5500 Responses for WILLIAM J WALDMAN KEOGH

2011: WILLIAM J WALDMAN KEOGH 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
2009: WILLIAM J WALDMAN KEOGH 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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