Logo

CONNOR AND CONNOR PROFIT SHARING PLAN 401k Plan overview

Plan NameCONNOR AND CONNOR PROFIT SHARING PLAN
Plan identification number 002

CONNOR AND CONNOR PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Target benefit plan
  • 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

CONNOR AND CONNOR CPAS has sponsored the creation of one or more 401k plans.

Company Name:CONNOR AND CONNOR CPAS
Employer identification number (EIN):200068630

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONNOR AND CONNOR PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022011-01-01JOHN CONNOR

Plan Statistics for CONNOR AND CONNOR PROFIT SHARING PLAN

401k plan membership statisitcs for CONNOR AND CONNOR PROFIT SHARING PLAN

Measure Date Value
2011: CONNOR AND CONNOR 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
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
Number of employers contributing to the scheme2011-01-011

Financial Data on CONNOR AND CONNOR PROFIT SHARING PLAN

Measure Date Value
2011 : CONNOR AND CONNOR PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$61,572
Expenses. Total of all expenses incurred2011-12-31$25
Total plan assets at end of year2011-12-31$330,673
Total plan assets at beginning of year2011-12-31$316,780
Value of fidelity bond covering the plan2011-12-31$250,000
Other income received2011-12-31$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 loans2011-12-31$43,640
Assets. Value of assets in partnership/joint-venture interests2011-12-31$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
Total of all expenses incurred2010-12-31$8
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8
Total income from all sources2010-12-31$31,136
Expenses. Total of all expenses incurred2010-12-31$30,057
Benefits paid (including direct rollovers)2010-12-31$30,000
Total plan assets at end of year2010-12-31$315,780
Total plan assets at beginning of year2010-12-31$337,512
Value of fidelity bond covering the plan2010-12-31$250,000
Expenses. Other expenses not covered elsewhere2010-12-31$57
Other income received2010-12-31$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 interests2010-12-31$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 year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-8
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No

Form 5500 Responses for CONNOR AND CONNOR PROFIT SHARING PLAN

2011: CONNOR AND CONNOR PROFIT SHARING PLAN 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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1