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RICHARD H SANSWEET SELF-EMPLOYED RETIREMENT PLAN 401k Plan overview

Plan NameRICHARD H SANSWEET SELF-EMPLOYED RETIREMENT PLAN
Plan identification number 001

RICHARD H SANSWEET SELF-EMPLOYED RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

RICHARD H SANSWEET has sponsored the creation of one or more 401k plans.

Company Name:RICHARD H SANSWEET
Employer identification number (EIN):061406190
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD H SANSWEET SELF-EMPLOYED RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012010-01-01RICHARD H SANSWEET
0012009-01-01RICHARD H SANSWEET RICHARD H SANSWEET2010-03-08

Plan Statistics for RICHARD H SANSWEET SELF-EMPLOYED RETIREMENT PLAN

401k plan membership statisitcs for RICHARD H SANSWEET SELF-EMPLOYED RETIREMENT PLAN

Measure Date Value
2010: RICHARD H SANSWEET SELF-EMPLOYED RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011
Total number of active participants reported on line 7a of the Form 55002010-01-011
Total of all active and inactive participants2010-01-011
Total participants2010-01-011
Number of participants with account balances2010-01-011
2009: RICHARD H SANSWEET SELF-EMPLOYED RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Total of all active and inactive participants2009-01-011
Total participants2009-01-011
Number of participants with account balances2009-01-011

Financial Data on RICHARD H SANSWEET SELF-EMPLOYED RETIREMENT PLAN

Measure Date Value
2010 : RICHARD H SANSWEET SELF-EMPLOYED RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$67,866
Expenses. Total of all expenses incurred2010-12-31$20,230
Benefits paid (including direct rollovers)2010-12-31$20,230
Total plan assets at end of year2010-12-31$531,392
Total plan assets at beginning of year2010-12-31$483,756
Other income received2010-12-31$38,990
Net income (gross income less expenses)2010-12-31$47,636
Net plan assets at end of year (total assets less liabilities)2010-12-31$531,392
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$483,756
Total contributions received or receivable from employer(s)2010-12-31$28,876

Form 5500 Responses for RICHARD H SANSWEET SELF-EMPLOYED RETIREMENT PLAN

2010: RICHARD H SANSWEET SELF-EMPLOYED RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RICHARD H SANSWEET SELF-EMPLOYED RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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