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JAMES R. PIERCE PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES R. PIERCE PROFIT SHARING PLAN
Plan identification number 002

JAMES R. PIERCE PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JAMES R. PIERCE has sponsored the creation of one or more 401k plans.

Company Name:JAMES R. PIERCE
Employer identification number (EIN):311725608
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES R. PIERCE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022012-01-01JAMES R. PIERCE
0022011-01-01JAMES R. PIERCE
0022009-01-01JAMES R. PIERCE

Plan Statistics for JAMES R. PIERCE PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES R. PIERCE PROFIT SHARING PLAN

Measure Date Value
2012: JAMES R. PIERCE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-011
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 participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JAMES R. PIERCE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: JAMES R. PIERCE 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 55002009-01-011
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Number of participants with account balances2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JAMES R. PIERCE PROFIT SHARING PLAN

Measure Date Value
2012 : JAMES R. PIERCE PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$219,326
Expenses. Total of all expenses incurred2012-12-31$3,830
Benefits paid (including direct rollovers)2012-12-31$3,830
Total plan assets at end of year2012-12-31$2,067,446
Total plan assets at beginning of year2012-12-31$1,851,950
Value of fidelity bond covering the plan2012-12-31$200,000
Other income received2012-12-31$183,936
Net income (gross income less expenses)2012-12-31$215,496
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,067,446
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,851,950
Total contributions received or receivable from employer(s)2012-12-31$35,390
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : JAMES R. PIERCE PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$47,580
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$1,851,950
Total plan assets at beginning of year2011-12-31$1,804,370
Value of fidelity bond covering the plan2011-12-31$200,000
Other income received2011-12-31$36,140
Net income (gross income less expenses)2011-12-31$47,580
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,851,950
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,804,370
Total contributions received or receivable from employer(s)2011-12-31$11,440
2010 : JAMES R. PIERCE PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$212,340
Expenses. Total of all expenses incurred2010-12-31$8,037
Benefits paid (including direct rollovers)2010-12-31$8,037
Total plan assets at end of year2010-12-31$1,804,370
Total plan assets at beginning of year2010-12-31$1,600,067
Value of fidelity bond covering the plan2010-12-31$200,000
Other income received2010-12-31$174,730
Net income (gross income less expenses)2010-12-31$204,303
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,804,370
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,600,067
Total contributions received or receivable from employer(s)2010-12-31$37,610
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for JAMES R. PIERCE PROFIT SHARING PLAN

2012: JAMES R. PIERCE PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JAMES R. PIERCE 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
2009: JAMES R. PIERCE PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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