ROBERT H. WARD & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT H. WARD & ASSOCIATES, INC. MONEY PURCHASE PLAN
401k plan membership statisitcs for ROBERT H. WARD & ASSOCIATES, INC. MONEY PURCHASE PLAN
| Measure | Date | Value |
|---|
| 2014: ROBERT H. WARD & ASSOCIATES, INC. MONEY PURCHASE PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
| 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 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 5 |
| Number of participants with account balances | 2014-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: ROBERT H. WARD & ASSOCIATES, INC. MONEY PURCHASE PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
| 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 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 5 |
| Number of participants with account balances | 2013-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: ROBERT H. WARD & ASSOCIATES, INC. MONEY PURCHASE PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
| 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 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 5 |
| Number of participants with account balances | 2012-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: ROBERT H. WARD & ASSOCIATES, INC. MONEY PURCHASE PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
| 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 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 5 |
| Number of participants with account balances | 2011-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: ROBERT H. WARD & ASSOCIATES, INC. MONEY PURCHASE PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 4 |
| Total participants | 2009-01-01 | 4 |
| Number of participants with account balances | 2009-01-01 | 6 |
| Measure | Date | Value |
|---|
| 2014 : ROBERT H. WARD & ASSOCIATES, INC. MONEY PURCHASE PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $61,471 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $340 |
| Total plan assets at end of year | 2014-12-31 | $1,227,173 |
| Total plan assets at beginning of year | 2014-12-31 | $1,166,042 |
| Other income received | 2014-12-31 | $1,813 |
| Net income (gross income less expenses) | 2014-12-31 | $61,131 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,227,173 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,166,042 |
| Assets. Value of participant loans | 2014-12-31 | $15,313 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $59,658 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $340 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $59,658 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $59,658 |
| 2013 : ROBERT H. WARD & ASSOCIATES, INC. MONEY PURCHASE PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $-37,453 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $300 |
| Total plan assets at end of year | 2013-12-31 | $1,166,042 |
| Total plan assets at beginning of year | 2013-12-31 | $1,203,795 |
| Other income received | 2013-12-31 | $-95,099 |
| Net income (gross income less expenses) | 2013-12-31 | $-37,753 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,166,042 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,203,795 |
| Assets. Value of participant loans | 2013-12-31 | $15,554 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $57,646 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $300 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $57,646 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $57,646 |
| 2012 : ROBERT H. WARD & ASSOCIATES, INC. MONEY PURCHASE PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $-9,735 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $272 |
| Total plan assets at end of year | 2012-12-31 | $1,203,795 |
| Total plan assets at beginning of year | 2012-12-31 | $1,213,802 |
| Other income received | 2012-12-31 | $-66,968 |
| Net income (gross income less expenses) | 2012-12-31 | $-10,007 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,203,795 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,213,802 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $57,233 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $272 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $57,233 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $57,233 |
| 2011 : ROBERT H. WARD & ASSOCIATES, INC. MONEY PURCHASE PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-79,665 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $200 |
| Total plan assets at end of year | 2011-12-31 | $1,213,802 |
| Total plan assets at beginning of year | 2011-12-31 | $1,293,667 |
| Other income received | 2011-12-31 | $-137,169 |
| Net income (gross income less expenses) | 2011-12-31 | $-79,865 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,213,802 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,293,667 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $57,504 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $200 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $57,504 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $57,504 |
| 2010 : ROBERT H. WARD & ASSOCIATES, INC. MONEY PURCHASE PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $360,380 |
| Total plan assets at end of year | 2010-12-31 | $1,293,667 |
| Total plan assets at beginning of year | 2010-12-31 | $933,287 |
| Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
| Other income received | 2010-12-31 | $302,699 |
| Net income (gross income less expenses) | 2010-12-31 | $360,380 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,293,667 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $933,287 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $57,681 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $57,681 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $57,681 |
| 2009 : ROBERT H. WARD & ASSOCIATES, INC. MONEY PURCHASE PLAN 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 |
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $53,324 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $53,324 |
