CONNOR AND CONNOR CPAS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CONNOR AND CONNOR PROFIT SHARING PLAN
Measure | Date | Value |
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2011 : CONNOR AND CONNOR PROFIT SHARING PLAN 2011 401k financial data |
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Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $61,572 |
Expenses. Total of all expenses incurred | 2011-12-31 | $25 |
Total plan assets at end of year | 2011-12-31 | $330,673 |
Total plan assets at beginning of year | 2011-12-31 | $316,780 |
Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
Other income received | 2011-12-31 | $33,029 |
Net income (gross income less expenses) | 2011-12-31 | $61,547 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $330,673 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $316,780 |
Assets. Value of participant loans | 2011-12-31 | $43,640 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $87,703 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $28,543 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $25 |
2010 : CONNOR AND CONNOR PROFIT SHARING PLAN 2010 401k financial data |
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Total of all expenses incurred | 2010-12-31 | $8 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $8 |
Total income from all sources | 2010-12-31 | $31,136 |
Expenses. Total of all expenses incurred | 2010-12-31 | $30,057 |
Benefits paid (including direct rollovers) | 2010-12-31 | $30,000 |
Total plan assets at end of year | 2010-12-31 | $315,780 |
Total plan assets at beginning of year | 2010-12-31 | $337,512 |
Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $57 |
Other income received | 2010-12-31 | $1,351 |
Net income (gross income less expenses) | 2010-12-31 | $1,079 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $315,780 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $337,512 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $87,703 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $29,785 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $250,000 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Administrative expenses (other) incurred | 2010-12-31 | $8 |
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 | $-8 |
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 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | No |
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 |
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