Logo

JAMES D. WEST PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameJAMES D. WEST PROFIT SHARING PLAN AND TRUST
Plan identification number 001

JAMES D. WEST PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

JAMES D. WEST has sponsored the creation of one or more 401k plans.

Company Name:JAMES D. WEST
Employer identification number (EIN):300434985
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES D. WEST PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARTIN D HAUPTMAN2024-10-01
0012022-01-01MARTIN D HAUPTMAN2023-10-03
0012021-01-01MARTIN D HAUPTMAN2022-09-19
0012020-01-01MARTIN D HAUPTMAN2021-09-30
0012019-01-01MARTIN D HAUPTMAN2020-09-22
0012018-01-01MARTIN D HAUPTMAN2019-08-30
0012017-01-01MARTIN D HAUPTMAN
0012016-01-01MARTIN D HAUPTMAN
0012015-01-01MARTIN D HAUPTMAN

Plan Statistics for JAMES D. WEST PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for JAMES D. WEST PROFIT SHARING PLAN AND TRUST

Measure Date Value
2017: JAMES D. WEST PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014
Number of participants with account balances2017-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JAMES D. WEST PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JAMES D. WEST PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on JAMES D. WEST PROFIT SHARING PLAN AND TRUST

Measure Date Value
2017 : JAMES D. WEST PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-12-31$53,305
Total plan assets at end of year2017-12-31$138,807
Total plan assets at beginning of year2017-12-31$85,502
Value of fidelity bond covering the plan2017-12-31$50,000
Other income received2017-12-31$3,312
Net income (gross income less expenses)2017-12-31$53,305
Net plan assets at end of year (total assets less liabilities)2017-12-31$138,807
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$85,502
Total contributions received or receivable from employer(s)2017-12-31$49,993
2016 : JAMES D. WEST PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$33,848
Total plan assets at end of year2016-12-31$85,502
Total plan assets at beginning of year2016-12-31$51,654
Value of fidelity bond covering the plan2016-12-31$50,000
Other income received2016-12-31$906
Net income (gross income less expenses)2016-12-31$33,848
Net plan assets at end of year (total assets less liabilities)2016-12-31$85,502
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$51,654
Total contributions received or receivable from employer(s)2016-12-31$32,942
2015 : JAMES D. WEST PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$26,654
Total plan assets at end of year2015-12-31$51,654
Total plan assets at beginning of year2015-12-31$25,000
Value of fidelity bond covering the plan2015-12-31$50,000
Other income received2015-12-31$-643
Net income (gross income less expenses)2015-12-31$26,654
Net plan assets at end of year (total assets less liabilities)2015-12-31$51,654
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$25,000
Total contributions received or receivable from employer(s)2015-12-31$27,297

Form 5500 Responses for JAMES D. WEST PROFIT SHARING PLAN AND TRUST

2017: JAMES D. WEST PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JAMES D. WEST PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JAMES D. WEST PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan 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