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WILLIAM R. TREISTER, ESQ. SEP-IRA DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameWILLIAM R. TREISTER, ESQ. SEP-IRA DEFINED CONTRIBUTION PLAN
Plan identification number 001

WILLIAM R. TREISTER, ESQ. SEP-IRA DEFINED CONTRIBUTION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

WILLIAM TREISTER has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM TREISTER
Employer identification number (EIN):341701811
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM R. TREISTER, ESQ. SEP-IRA DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01WILLIAM R. TREISTER
0012017-01-01WILLIAM R. TREISTER
0012017-01-01WILLIAM R. TREISTER WILLIAM TREISTER
0012016-01-01WILLIAM R. TREISTER WILLIAM TREISTER2017-10-14
0012015-01-01WILLIAM R. TREISTER WILLIAM TREISTER2016-10-16
0012014-01-01WILLIAM R. TREISTER WILLIAM TREISTER2015-07-28
0012013-01-01WILLIAM R. TREISTER WILLIAM TREISTER2014-10-15
0012012-01-01WILLIAM R. TREISTER WILLIAM TREISTER2013-10-14
0012011-01-01WILLIAM R. TREISTER WILLIAM TREISTER2012-10-15
0012009-01-01WILLIAM R. TREISTER

Plan Statistics for WILLIAM R. TREISTER, ESQ. SEP-IRA DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for WILLIAM R. TREISTER, ESQ. SEP-IRA DEFINED CONTRIBUTION PLAN

Measure Date Value
2018: WILLIAM R. TREISTER, ESQ. SEP-IRA DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014
Number of participants with account balances2018-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WILLIAM R. TREISTER, ESQ. SEP-IRA DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014
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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WILLIAM R. TREISTER, ESQ. SEP-IRA DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WILLIAM R. TREISTER, ESQ. SEP-IRA DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-010
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 participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WILLIAM R. TREISTER, ESQ. SEP-IRA DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WILLIAM R. TREISTER, ESQ. SEP-IRA DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WILLIAM R. TREISTER, ESQ. SEP-IRA DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Number of participants with account balances2012-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WILLIAM R. TREISTER, ESQ. SEP-IRA DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WILLIAM R. TREISTER, ESQ. SEP-IRA DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-014

Financial Data on WILLIAM R. TREISTER, ESQ. SEP-IRA DEFINED CONTRIBUTION PLAN

Measure Date Value
2018 : WILLIAM R. TREISTER, ESQ. SEP-IRA DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total income from all sources2018-12-31$-59,181
Total plan assets at end of year2018-12-31$571,795
Total plan assets at beginning of year2018-12-31$630,976
Other income received2018-12-31$-59,181
Net income (gross income less expenses)2018-12-31$-59,181
Net plan assets at end of year (total assets less liabilities)2018-12-31$571,795
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$630,976
2017 : WILLIAM R. TREISTER, ESQ. SEP-IRA DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total income from all sources2017-12-31$68,886
Total plan assets at end of year2017-12-31$630,976
Total plan assets at beginning of year2017-12-31$562,090
Other income received2017-12-31$68,886
Net income (gross income less expenses)2017-12-31$68,886
Net plan assets at end of year (total assets less liabilities)2017-12-31$630,976
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$562,090
2016 : WILLIAM R. TREISTER, ESQ. SEP-IRA DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total income from all sources2016-12-31$20,066
Total plan assets at end of year2016-12-31$562,090
Total plan assets at beginning of year2016-12-31$542,024
Other income received2016-12-31$20,066
Net income (gross income less expenses)2016-12-31$20,066
Net plan assets at end of year (total assets less liabilities)2016-12-31$562,090
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$542,024
2015 : WILLIAM R. TREISTER, ESQ. SEP-IRA DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total income from all sources2015-12-31$-24,760
Total plan assets at end of year2015-12-31$542,024
Total plan assets at beginning of year2015-12-31$566,784
Other income received2015-12-31$-24,760
Net income (gross income less expenses)2015-12-31$-24,760
Net plan assets at end of year (total assets less liabilities)2015-12-31$542,024
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$566,784
2014 : WILLIAM R. TREISTER, ESQ. SEP-IRA DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total income from all sources2014-12-31$20,798
Total plan assets at end of year2014-12-31$566,785
Total plan assets at beginning of year2014-12-31$545,987
Other income received2014-12-31$20,798
Net income (gross income less expenses)2014-12-31$20,798
Net plan assets at end of year (total assets less liabilities)2014-12-31$566,785
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$545,987
2013 : WILLIAM R. TREISTER, ESQ. SEP-IRA DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total income from all sources2013-12-31$64,894
Total plan assets at end of year2013-12-31$545,987
Total plan assets at beginning of year2013-12-31$481,093
Other income received2013-12-31$64,894
Net income (gross income less expenses)2013-12-31$64,894
Net plan assets at end of year (total assets less liabilities)2013-12-31$545,987
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$481,093
2012 : WILLIAM R. TREISTER, ESQ. SEP-IRA DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total income from all sources2012-12-31$54,083
Expenses. Total of all expenses incurred2012-12-31$240
Total plan assets at end of year2012-12-31$481,093
Total plan assets at beginning of year2012-12-31$427,250
Other income received2012-12-31$54,083
Net income (gross income less expenses)2012-12-31$53,843
Net plan assets at end of year (total assets less liabilities)2012-12-31$481,093
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$427,250
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$240
2011 : WILLIAM R. TREISTER, ESQ. SEP-IRA DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total income from all sources2011-12-31$-15,967
Total plan assets at end of year2011-12-31$427,250
Total plan assets at beginning of year2011-12-31$443,217
Other income received2011-12-31$-15,967
Net income (gross income less expenses)2011-12-31$-15,967
Net plan assets at end of year (total assets less liabilities)2011-12-31$427,250
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$443,217

Form 5500 Responses for WILLIAM R. TREISTER, ESQ. SEP-IRA DEFINED CONTRIBUTION PLAN

2018: WILLIAM R. TREISTER, ESQ. SEP-IRA DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WILLIAM R. TREISTER, ESQ. SEP-IRA DEFINED CONTRIBUTION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WILLIAM R. TREISTER, ESQ. SEP-IRA DEFINED CONTRIBUTION PLAN 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: WILLIAM R. TREISTER, ESQ. SEP-IRA DEFINED CONTRIBUTION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WILLIAM R. TREISTER, ESQ. SEP-IRA DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WILLIAM R. TREISTER, ESQ. SEP-IRA DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WILLIAM R. TREISTER, ESQ. SEP-IRA DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILLIAM R. TREISTER, ESQ. SEP-IRA DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WILLIAM R. TREISTER, ESQ. SEP-IRA DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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