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STATE STREET BANK & TRUST CO CUSTODIAN OF BARRY M CAPLAN KEOGH PROFIT SHARING PLAN 401k Plan overview

Plan NameSTATE STREET BANK & TRUST CO CUSTODIAN OF BARRY M CAPLAN KEOGH PROFIT SHARING PLAN
Plan identification number 006

STATE STREET BANK & TRUST CO CUSTODIAN OF BARRY M CAPLAN KEOGH PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.

401k Sponsoring company profile

BARRY M CAPLAN has sponsored the creation of one or more 401k plans.

Company Name:BARRY M CAPLAN
Employer identification number (EIN):161150545
NAIC Classification:451211
NAIC Description:Book Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STATE STREET BANK & TRUST CO CUSTODIAN OF BARRY M CAPLAN KEOGH PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062013-01-01BARRY M CAPLAN
0062012-01-01BARRY M CAPLAN
0062011-01-01BARRY M CAPLAN
0062009-01-01BARRY M CAPLAN
0062009-01-01BARRY M CAPLAN

Plan Statistics for STATE STREET BANK & TRUST CO CUSTODIAN OF BARRY M CAPLAN KEOGH PROFIT SHARING PLAN

401k plan membership statisitcs for STATE STREET BANK & TRUST CO CUSTODIAN OF BARRY M CAPLAN KEOGH PROFIT SHARING PLAN

Measure Date Value
2013: STATE STREET BANK & TRUST CO CUSTODIAN OF BARRY M CAPLAN KEOGH PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-010
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: STATE STREET BANK & TRUST CO CUSTODIAN OF BARRY M CAPLAN KEOGH PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: STATE STREET BANK & TRUST CO CUSTODIAN OF BARRY M CAPLAN KEOGH PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
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 participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: STATE STREET BANK & TRUST CO CUSTODIAN OF BARRY M CAPLAN KEOGH PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-013
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 participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-013

Financial Data on STATE STREET BANK & TRUST CO CUSTODIAN OF BARRY M CAPLAN KEOGH PROFIT SHARING PLAN

Measure Date Value
2013 : STATE STREET BANK & TRUST CO CUSTODIAN OF BARRY M CAPLAN KEOGH PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$-215,520
Total income from all sources2013-12-31$11,469
Expenses. Total of all expenses incurred2013-12-31$192
Total plan assets at end of year2013-12-31$0
Total plan assets at beginning of year2013-12-31$204,243
Other income received2013-12-31$11,469
Net income (gross income less expenses)2013-12-31$11,277
Net plan assets at end of year (total assets less liabilities)2013-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$204,243
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$192
2012 : STATE STREET BANK & TRUST CO CUSTODIAN OF BARRY M CAPLAN KEOGH PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$23,613
Expenses. Total of all expenses incurred2012-12-31$519
Total plan assets at end of year2012-12-31$204,243
Total plan assets at beginning of year2012-12-31$181,149
Other income received2012-12-31$23,613
Net income (gross income less expenses)2012-12-31$23,094
Net plan assets at end of year (total assets less liabilities)2012-12-31$204,243
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$181,149
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$519
2011 : STATE STREET BANK & TRUST CO CUSTODIAN OF BARRY M CAPLAN KEOGH PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-9,305
Expenses. Total of all expenses incurred2011-12-31$60
Total plan assets at end of year2011-12-31$181,149
Total plan assets at beginning of year2011-12-31$190,514
Expenses. Other expenses not covered elsewhere2011-12-31$60
Other income received2011-12-31$-9,305
Net income (gross income less expenses)2011-12-31$-9,365
Net plan assets at end of year (total assets less liabilities)2011-12-31$181,149
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$190,514
2010 : STATE STREET BANK & TRUST CO CUSTODIAN OF BARRY M CAPLAN KEOGH PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$30,293
Total plan assets at end of year2010-12-31$190,514
Total plan assets at beginning of year2010-12-31$160,221
Other income received2010-12-31$26,757
Net income (gross income less expenses)2010-12-31$30,293
Net plan assets at end of year (total assets less liabilities)2010-12-31$190,514
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$160,221
Total contributions received or receivable from employer(s)2010-12-31$3,536

Form 5500 Responses for STATE STREET BANK & TRUST CO CUSTODIAN OF BARRY M CAPLAN KEOGH PROFIT SHARING PLAN

2013: STATE STREET BANK & TRUST CO CUSTODIAN OF BARRY M CAPLAN KEOGH PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01This submission is the final filingYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STATE STREET BANK & TRUST CO CUSTODIAN OF BARRY M CAPLAN KEOGH PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STATE STREET BANK & TRUST CO CUSTODIAN OF BARRY M CAPLAN KEOGH PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: STATE STREET BANK & TRUST CO CUSTODIAN OF BARRY M CAPLAN KEOGH PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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