WILLIAMS & JENSEN, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILLIAMS & JENSEN, PLLC PROFIT SHARING PLAN AND TRUST
401k plan membership statisitcs for WILLIAMS & JENSEN, PLLC PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2018: WILLIAMS & JENSEN, PLLC PROFIT SHARING PLAN AND TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 40 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 26 |
| Total of all active and inactive participants | 2018-01-01 | 66 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 66 |
| Number of participants with account balances | 2018-01-01 | 66 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 9 |
| 2017: WILLIAMS & JENSEN, PLLC PROFIT SHARING PLAN AND TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 39 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 19 |
| Total of all active and inactive participants | 2017-01-01 | 58 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 58 |
| Number of participants with account balances | 2017-01-01 | 58 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 5 |
| 2016: WILLIAMS & JENSEN, PLLC PROFIT SHARING PLAN AND TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 40 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 17 |
| Total of all active and inactive participants | 2016-01-01 | 57 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 57 |
| Number of participants with account balances | 2016-01-01 | 57 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 4 |
| 2015: WILLIAMS & JENSEN, PLLC PROFIT SHARING PLAN AND TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 64 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 40 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 17 |
| Total of all active and inactive participants | 2015-01-01 | 57 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 57 |
| Number of participants with account balances | 2015-01-01 | 57 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 3 |
| 2014: WILLIAMS & JENSEN, PLLC PROFIT SHARING PLAN AND TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 64 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 39 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 23 |
| Total of all active and inactive participants | 2014-01-01 | 62 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 62 |
| Number of participants with account balances | 2014-01-01 | 62 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
| 2013: WILLIAMS & JENSEN, PLLC PROFIT SHARING PLAN AND TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 63 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 48 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 14 |
| Total of all active and inactive participants | 2013-01-01 | 62 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 62 |
| Number of participants with account balances | 2013-01-01 | 62 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 5 |
| 2012: WILLIAMS & JENSEN, PLLC PROFIT SHARING PLAN AND TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 50 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 13 |
| Total of all active and inactive participants | 2012-01-01 | 63 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 63 |
| Number of participants with account balances | 2012-01-01 | 63 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
| 2011: WILLIAMS & JENSEN, PLLC PROFIT SHARING PLAN AND TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 49 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 10 |
| Total of all active and inactive participants | 2011-01-01 | 59 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 59 |
| Number of participants with account balances | 2011-01-01 | 59 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
| 2009: WILLIAMS & JENSEN, PLLC PROFIT SHARING PLAN AND TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 47 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 6 |
| Total of all active and inactive participants | 2009-01-01 | 53 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 53 |
| Number of participants with account balances | 2009-01-01 | 53 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2018 : WILLIAMS & JENSEN, PLLC PROFIT SHARING PLAN AND TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-474,040 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $388,407 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $388,407 |
| Total plan assets at end of year | 2018-12-31 | $15,798,166 |
| Total plan assets at beginning of year | 2018-12-31 | $16,660,613 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $467,812 |
| Other income received | 2018-12-31 | $-1,222,127 |
| Net income (gross income less expenses) | 2018-12-31 | $-862,447 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $15,798,166 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $16,660,613 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $280,275 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : WILLIAMS & JENSEN, PLLC PROFIT SHARING PLAN AND TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $2,954,814 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,201,319 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,201,319 |
| Total plan assets at end of year | 2017-12-31 | $16,660,613 |
| Total plan assets at beginning of year | 2017-12-31 | $14,907,118 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $454,262 |
| Other income received | 2017-12-31 | $2,230,593 |
| Net income (gross income less expenses) | 2017-12-31 | $1,753,495 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $16,660,613 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $14,907,118 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $269,959 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : WILLIAMS & JENSEN, PLLC PROFIT SHARING PLAN AND TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $2,089,651 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,195,498 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $1,195,498 |
| Total plan assets at end of year | 2016-12-31 | $14,907,118 |
| Total plan assets at beginning of year | 2016-12-31 | $14,012,965 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $283,041 |
| Other income received | 2016-12-31 | $1,373,240 |
| Net income (gross income less expenses) | 2016-12-31 | $894,153 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $14,907,118 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $14,012,965 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $433,370 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : WILLIAMS & JENSEN, PLLC PROFIT SHARING PLAN AND TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $513,878 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $398,676 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $398,676 |
| Total plan assets at end of year | 2015-12-31 | $14,012,965 |
| Total plan assets at beginning of year | 2015-12-31 | $13,897,763 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $430,072 |
| Other income received | 2015-12-31 | $-214,031 |
| Net income (gross income less expenses) | 2015-12-31 | $115,202 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $14,012,965 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $13,897,763 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $297,837 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : WILLIAMS & JENSEN, PLLC PROFIT SHARING PLAN AND TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $1,632,449 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,591,588 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $1,591,588 |
| Total plan assets at end of year | 2014-12-31 | $13,897,763 |
| Total plan assets at beginning of year | 2014-12-31 | $13,856,902 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $454,278 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $8,350 |
| Other income received | 2014-12-31 | $887,398 |
| Net income (gross income less expenses) | 2014-12-31 | $40,861 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $13,897,763 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $13,856,902 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $282,423 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : WILLIAMS & JENSEN, PLLC PROFIT SHARING PLAN AND TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $3,003,572 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $181,466 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $175,844 |
| Total plan assets at end of year | 2013-12-31 | $13,856,902 |
| Total plan assets at beginning of year | 2013-12-31 | $11,034,796 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $546,157 |
| Other income received | 2013-12-31 | $2,202,873 |
| Net income (gross income less expenses) | 2013-12-31 | $2,822,106 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $13,856,902 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $11,034,796 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $254,542 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $5,622 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : WILLIAMS & JENSEN, PLLC PROFIT SHARING PLAN AND TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $1,875,584 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $111,528 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $88,530 |
| Total plan assets at end of year | 2012-12-31 | $11,034,796 |
| Total plan assets at beginning of year | 2012-12-31 | $9,270,740 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $503,754 |
| Other income received | 2012-12-31 | $1,110,685 |
| Net income (gross income less expenses) | 2012-12-31 | $1,764,056 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $11,034,796 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $9,270,740 |
| Assets. Value of participant loans | 2012-12-31 | $24,477 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $261,145 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $3,140 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $19,858 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : WILLIAMS & JENSEN, PLLC PROFIT SHARING PLAN AND TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $548,007 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $29,916 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $1,366 |
| Total plan assets at end of year | 2011-12-31 | $9,270,740 |
| Total plan assets at beginning of year | 2011-12-31 | $8,752,649 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $491,784 |
| Other income received | 2011-12-31 | $-201,866 |
| Net income (gross income less expenses) | 2011-12-31 | $518,091 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $9,270,740 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,752,649 |
| Assets. Value of participant loans | 2011-12-31 | $28,968 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $258,089 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $28,550 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : WILLIAMS & JENSEN, PLLC PROFIT SHARING PLAN AND TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $1,686,309 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $38,299 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $4,753 |
| Total plan assets at end of year | 2010-12-31 | $8,752,649 |
| Total plan assets at beginning of year | 2010-12-31 | $7,104,639 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $519,039 |
| Other income received | 2010-12-31 | $901,769 |
| Net income (gross income less expenses) | 2010-12-31 | $1,648,010 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $8,752,649 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,104,639 |
| Assets. Value of participant loans | 2010-12-31 | $8,625 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $265,501 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $33,546 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : WILLIAMS & JENSEN, PLLC PROFIT SHARING PLAN AND TRUST 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2018: WILLIAMS & JENSEN, PLLC PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: WILLIAMS & JENSEN, PLLC PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: WILLIAMS & JENSEN, PLLC PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: WILLIAMS & JENSEN, PLLC PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: WILLIAMS & JENSEN, PLLC PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: WILLIAMS & JENSEN, PLLC PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: WILLIAMS & JENSEN, PLLC PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: WILLIAMS & JENSEN, PLLC PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: WILLIAMS & JENSEN, PLLC PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 13971 |
| Policy instance | 1 |
| Insurance contract or identification number | 13971 | | Number of Individuals Covered | 57 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $41,431 | | Total amount of fees paid to insurance company | USD $16,503 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $33,111 | | Insurance broker organization code? | 2 | | Amount paid for insurance broker fees | 16503 | | Additional information about fees paid to insurance broker | TPA FEES |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 13971 |
| Policy instance | 1 |
| Insurance contract or identification number | 13971 | | Number of Individuals Covered | 51 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $38,204 | | Total amount of fees paid to insurance company | USD $15,410 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $30,534 | | Insurance broker organization code? | 2 | | Amount paid for insurance broker fees | 15410 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker name | ARPS, LLC |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 13971 |
| Policy instance | 1 |
| Insurance contract or identification number | 13971 | | Number of Individuals Covered | 54 | | Insurance policy start date | 2016-01-01 | | Insurance policy end date | 2016-12-31 | | Total amount of commissions paid to insurance broker | USD $36,356 | | Total amount of fees paid to insurance company | USD $14,429 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $29,755 | | Insurance broker organization code? | 2 | | Amount paid for insurance broker fees | 14429 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker name | RAMSCO, INC. |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 13971 |
| Policy instance | 1 |
| Insurance contract or identification number | 13971 | | Number of Individuals Covered | 52 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $41,699 | | Total amount of fees paid to insurance company | USD $13,903 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $34,714 | | Insurance broker organization code? | 2 | | Amount paid for insurance broker fees | 13903 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker name | RAMSCO, INC. |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 13971 |
| Policy instance | 1 |
| Insurance contract or identification number | 13971 | | Number of Individuals Covered | 55 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $40,874 | | Total amount of fees paid to insurance company | USD $13,621 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $34,025 | | Insurance broker organization code? | 2 | | Amount paid for insurance broker fees | 13621 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker name | RAMSCO, INC. |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 13971 |
| Policy instance | 1 |
| Insurance contract or identification number | 13971 | | Number of Individuals Covered | 58 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $35,773 | | Total amount of fees paid to insurance company | USD $12,157 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $29,786 | | Insurance broker organization code? | 2 | | Amount paid for insurance broker fees | 12157 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker name | RAMSCO, INC. |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 13971 |
| Policy instance | 1 |
| Insurance contract or identification number | 13971 | | Number of Individuals Covered | 59 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $29,626 | | Total amount of fees paid to insurance company | USD $10,014 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $24,646 | | Insurance broker organization code? | 2 | | Amount paid for insurance broker fees | 10014 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker name | RAMSCO, INC. |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 13971 |
| Policy instance | 1 |
| Insurance contract or identification number | 13971 | | Number of Individuals Covered | 59 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $26,722 | | Total amount of fees paid to insurance company | USD $8,969 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 13971 |
| Policy instance | 1 |
| Insurance contract or identification number | 13971 | | Number of Individuals Covered | 54 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $23,552 | | Total amount of fees paid to insurance company | USD $10,509 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $19,871 | | Insurance broker organization code? | 2 | | Amount paid for insurance broker fees | 10509 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker name | RAMSCO, INC. |
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