SOVI JOSEPH PC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2014: JOSEPH PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-10-01 | 1 |
Total of all active and inactive participants | 2014-10-01 | 0 |
Total participants | 2014-10-01 | 0 |
2013: JOSEPH PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-10-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 1 |
Total of all active and inactive participants | 2013-10-01 | 1 |
Total participants | 2013-10-01 | 1 |
Number of participants with account balances | 2013-10-01 | 1 |
2012: JOSEPH PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-10-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 1 |
Total of all active and inactive participants | 2012-10-01 | 1 |
Total participants | 2012-10-01 | 1 |
Number of participants with account balances | 2012-10-01 | 1 |
2011: JOSEPH PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-10-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 1 |
Total of all active and inactive participants | 2011-10-01 | 1 |
Total participants | 2011-10-01 | 1 |
Number of participants with account balances | 2011-10-01 | 1 |
2009: JOSEPH PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-10-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 1 |
Total of all active and inactive participants | 2009-10-01 | 1 |
Total participants | 2009-10-01 | 1 |
Number of participants with account balances | 2009-10-01 | 1 |
Measure | Date | Value |
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2015 : JOSEPH PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-09-30 | $211,554 |
Expenses. Total of all expenses incurred | 2015-09-30 | $1,025,838 |
Benefits paid (including direct rollovers) | 2015-09-30 | $1,025,813 |
Total plan assets at end of year | 2015-09-30 | $0 |
Total plan assets at beginning of year | 2015-09-30 | $814,284 |
Expenses. Other expenses not covered elsewhere | 2015-09-30 | $25 |
Contributions received from other sources (not participants or employers) | 2015-09-30 | $203,023 |
Other income received | 2015-09-30 | $8,531 |
Net income (gross income less expenses) | 2015-09-30 | $-814,284 |
Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $814,284 |
2014 : JOSEPH PROFIT SHARING PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-09-30 | $79,531 |
Total income from all sources | 2014-09-30 | $34,806 |
Expenses. Total of all expenses incurred | 2014-09-30 | $7,152 |
Total plan assets at end of year | 2014-09-30 | $814,284 |
Total plan assets at beginning of year | 2014-09-30 | $707,099 |
Expenses. Other expenses not covered elsewhere | 2014-09-30 | $7,152 |
Other income received | 2014-09-30 | $34,806 |
Net income (gross income less expenses) | 2014-09-30 | $27,654 |
Net plan assets at end of year (total assets less liabilities) | 2014-09-30 | $814,284 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-09-30 | $707,099 |
2013 : JOSEPH PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-09-30 | $36,431 |
Total plan assets at end of year | 2013-09-30 | $707,099 |
Total plan assets at beginning of year | 2013-09-30 | $670,668 |
Other income received | 2013-09-30 | $36,431 |
Net income (gross income less expenses) | 2013-09-30 | $36,431 |
Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $707,099 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $670,668 |
2012 : JOSEPH PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-09-30 | $23,649 |
Total plan assets at end of year | 2012-09-30 | $670,668 |
Total plan assets at beginning of year | 2012-09-30 | $647,019 |
Other income received | 2012-09-30 | $23,649 |
Net income (gross income less expenses) | 2012-09-30 | $23,649 |
Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $670,668 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $647,019 |
2011 : JOSEPH PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-09-30 | $10,117 |
Total plan assets at end of year | 2011-09-30 | $647,019 |
Total plan assets at beginning of year | 2011-09-30 | $636,902 |
Other income received | 2011-09-30 | $10,117 |
Net income (gross income less expenses) | 2011-09-30 | $10,117 |
Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $647,019 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $636,902 |
2014: JOSEPH PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-10-01 | Type of plan entity | Single employer plan |
2014-10-01 | This submission is the final filing | Yes |
2014-10-01 | Plan funding arrangement – Trust | Yes |
2014-10-01 | Plan benefit arrangement - Trust | Yes |
2013: JOSEPH PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-10-01 | Type of plan entity | Single employer plan |
2013-10-01 | Plan funding arrangement – Trust | Yes |
2013-10-01 | Plan benefit arrangement - Trust | Yes |
2012: JOSEPH PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-10-01 | Type of plan entity | Single employer plan |
2012-10-01 | Plan funding arrangement – Trust | Yes |
2012-10-01 | Plan benefit arrangement - Trust | Yes |
2011: JOSEPH PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-10-01 | Type of plan entity | Single employer plan |
2011-10-01 | Plan funding arrangement – Trust | Yes |
2011-10-01 | Plan benefit arrangement - Trust | Yes |
2009: JOSEPH PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-10-01 | Type of plan entity | Single employer plan |
2009-10-01 | This submission is the final filing | No |
2009-10-01 | Plan funding arrangement – Trust | Yes |
2009-10-01 | Plan benefit arrangement - Trust | Yes |
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