JAMES H. LOWRY & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES H. LOWRY & ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN & TRUST
401k plan membership statisitcs for JAMES H. LOWRY & ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN & TRUST
| Measure | Date | Value |
|---|
| 2013: JAMES H. LOWRY & ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN & TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
| Total of all active and inactive participants | 2013-01-01 | 1 |
| Total participants | 2013-01-01 | 1 |
| Number of participants with account balances | 2013-01-01 | 1 |
| 2012: JAMES H. LOWRY & ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN & TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-10-31 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-10-31 | 0 |
| Number of retired or separated participants receiving benefits | 2012-10-31 | 1 |
| Total of all active and inactive participants | 2012-10-31 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-31 | 0 |
| Total participants | 2012-10-31 | 1 |
| Number of participants with account balances | 2012-10-31 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-10-31 | 0 |
| 2011: JAMES H. LOWRY & ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN & TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-11-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 0 |
| Number of retired or separated participants receiving benefits | 2011-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-11-01 | 2 |
| Total of all active and inactive participants | 2011-11-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-11-01 | 0 |
| Total participants | 2011-11-01 | 2 |
| Number of participants with account balances | 2011-11-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-11-01 | 0 |
| 2008: JAMES H. LOWRY & ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN & TRUST 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-11-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-11-01 | 0 |
| Number of retired or separated participants receiving benefits | 2008-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2008-11-01 | 2 |
| Total of all active and inactive participants | 2008-11-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-11-01 | 0 |
| Total participants | 2008-11-01 | 2 |
| Number of participants with account balances | 2008-11-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-11-01 | 0 |
| Measure | Date | Value |
|---|
| 2013 : JAMES H. LOWRY & ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN & TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $36,662 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $80,034 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $72,000 |
| Total plan assets at end of year | 2013-12-31 | $761,379 |
| Total plan assets at beginning of year | 2013-12-31 | $804,751 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $8,034 |
| Other income received | 2013-12-31 | $36,662 |
| Net income (gross income less expenses) | 2013-12-31 | $-43,372 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $761,379 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $804,751 |
| Total income from all sources | 2013-10-31 | $107,122 |
| Expenses. Total of all expenses incurred | 2013-10-31 | $191,288 |
| Benefits paid (including direct rollovers) | 2013-10-31 | $182,857 |
| Total plan assets at end of year | 2013-10-31 | $804,751 |
| Total plan assets at beginning of year | 2013-10-31 | $888,917 |
| Expenses. Other expenses not covered elsewhere | 2013-10-31 | $8,431 |
| Other income received | 2013-10-31 | $107,122 |
| Net income (gross income less expenses) | 2013-10-31 | $-84,166 |
| Net plan assets at end of year (total assets less liabilities) | 2013-10-31 | $804,751 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-10-31 | $888,917 |
| 2012 : JAMES H. LOWRY & ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN & TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-10-31 | $49,877 |
| Expenses. Total of all expenses incurred | 2012-10-31 | $256,478 |
| Benefits paid (including direct rollovers) | 2012-10-31 | $248,056 |
| Total plan assets at end of year | 2012-10-31 | $888,917 |
| Total plan assets at beginning of year | 2012-10-31 | $1,095,518 |
| Expenses. Other expenses not covered elsewhere | 2012-10-31 | $8,422 |
| Other income received | 2012-10-31 | $49,877 |
| Net income (gross income less expenses) | 2012-10-31 | $-206,601 |
| Net plan assets at end of year (total assets less liabilities) | 2012-10-31 | $888,917 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-10-31 | $1,095,518 |
| Funding deficiency by the employer to the plan for this plan year | 2012-10-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-10-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-10-31 | $0 |
| 2011 : JAMES H. LOWRY & ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN & TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-10-31 | $139,293 |
| Expenses. Total of all expenses incurred | 2011-10-31 | $91,875 |
| Benefits paid (including direct rollovers) | 2011-10-31 | $81,814 |
| Total plan assets at end of year | 2011-10-31 | $1,095,518 |
| Total plan assets at beginning of year | 2011-10-31 | $1,048,100 |
| Other income received | 2011-10-31 | $139,293 |
| Net income (gross income less expenses) | 2011-10-31 | $47,418 |
| Net plan assets at end of year (total assets less liabilities) | 2011-10-31 | $1,095,518 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-10-31 | $1,048,100 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-10-31 | $10,061 |
| 2009 : JAMES H. LOWRY & ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN & TRUST 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-10-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-10-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-10-31 | $0 |
| 2013: JAMES H. LOWRY & ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN & TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: JAMES H. LOWRY & ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN & TRUST 2012 form 5500 responses |
|---|
| 2012-10-31 | Type of plan entity | Single employer plan |
| 2012-10-31 | Plan funding arrangement – Trust | Yes |
| 2012-10-31 | Plan benefit arrangement - Trust | Yes |
| 2011: JAMES H. LOWRY & ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN & TRUST 2011 form 5500 responses |
|---|
| 2011-11-01 | Type of plan entity | Single employer plan |
| 2011-11-01 | Plan funding arrangement – Trust | Yes |
| 2011-11-01 | Plan benefit arrangement - Trust | Yes |
| 2008: JAMES H. LOWRY & ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN & TRUST 2008 form 5500 responses |
|---|
| 2008-11-01 | Type of plan entity | Single employer plan |
| 2008-11-01 | Submission has been amended | No |
| 2008-11-01 | This submission is the final filing | No |
| 2008-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-11-01 | Plan is a collectively bargained plan | No |
| 2008-11-01 | Plan funding arrangement – Insurance | Yes |
| 2008-11-01 | Plan funding arrangement – Trust | Yes |
| 2008-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2008-11-01 | Plan benefit arrangement - Trust | Yes |
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