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JAMES J. VANHAM MONEY PURCHASE PENSION KEOGH PLAN 401k Plan overview

Plan NameJAMES J. VANHAM MONEY PURCHASE PENSION KEOGH PLAN
Plan identification number 001

JAMES J. VANHAM MONEY PURCHASE PENSION KEOGH PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

JAMES J. VANHAM has sponsored the creation of one or more 401k plans.

Company Name:JAMES J. VANHAM
Employer identification number (EIN):363793122
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES J. VANHAM MONEY PURCHASE PENSION KEOGH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01JAMES J. VANHAM
0012012-01-01JAMES J. VANHAM
0012011-01-01JAMES J. VANHAM
0012010-01-01JAMES J. VANHAM
0012009-01-01JAMES VANHAM

Plan Statistics for JAMES J. VANHAM MONEY PURCHASE PENSION KEOGH PLAN

401k plan membership statisitcs for JAMES J. VANHAM MONEY PURCHASE PENSION KEOGH PLAN

Measure Date Value
2013: JAMES J. VANHAM MONEY PURCHASE PENSION KEOGH PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JAMES J. VANHAM MONEY PURCHASE PENSION KEOGH PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
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 participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JAMES J. VANHAM MONEY PURCHASE PENSION KEOGH PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
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
2010: JAMES J. VANHAM MONEY PURCHASE PENSION KEOGH PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012
Number of participants with account balances2010-01-012
2009: JAMES J. VANHAM MONEY PURCHASE PENSION KEOGH PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on JAMES J. VANHAM MONEY PURCHASE PENSION KEOGH PLAN

Measure Date Value
2013 : JAMES J. VANHAM MONEY PURCHASE PENSION KEOGH PLAN 2013 401k financial data
Total income from all sources2013-12-31$75,272
Expenses. Total of all expenses incurred2013-12-31$73,596
Benefits paid (including direct rollovers)2013-12-31$64,821
Total plan assets at end of year2013-12-31$590,378
Total plan assets at beginning of year2013-12-31$588,702
Total contributions received or receivable from participants2013-12-31$11,800
Expenses. Other expenses not covered elsewhere2013-12-31$2,885
Other income received2013-12-31$63,472
Net income (gross income less expenses)2013-12-31$1,676
Net plan assets at end of year (total assets less liabilities)2013-12-31$590,378
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$588,702
Total contributions received or receivable from employer(s)2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$5,890
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : JAMES J. VANHAM MONEY PURCHASE PENSION KEOGH PLAN 2012 401k financial data
Total income from all sources2012-12-31$57,744
Expenses. Total of all expenses incurred2012-12-31$4,925
Total plan assets at end of year2012-12-31$588,702
Total plan assets at beginning of year2012-12-31$535,883
Other income received2012-12-31$45,744
Net income (gross income less expenses)2012-12-31$52,819
Net plan assets at end of year (total assets less liabilities)2012-12-31$588,702
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$535,883
Total contributions received or receivable from employer(s)2012-12-31$12,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$4,925
2011 : JAMES J. VANHAM MONEY PURCHASE PENSION KEOGH PLAN 2011 401k financial data
Total income from all sources2011-12-31$32,886
Expenses. Total of all expenses incurred2011-12-31$5,492
Total plan assets at end of year2011-12-31$535,883
Total plan assets at beginning of year2011-12-31$508,489
Other income received2011-12-31$-3,114
Net income (gross income less expenses)2011-12-31$27,394
Net plan assets at end of year (total assets less liabilities)2011-12-31$535,883
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$508,489
Total contributions received or receivable from employer(s)2011-12-31$36,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$5,492
2010 : JAMES J. VANHAM MONEY PURCHASE PENSION KEOGH PLAN 2010 401k financial data
Total income from all sources2010-12-31$103,563
Expenses. Total of all expenses incurred2010-12-31$4,998
Total plan assets at end of year2010-12-31$508,489
Total plan assets at beginning of year2010-12-31$409,924
Other income received2010-12-31$67,563
Net income (gross income less expenses)2010-12-31$98,565
Net plan assets at end of year (total assets less liabilities)2010-12-31$508,489
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$409,924
Total contributions received or receivable from employer(s)2010-12-31$36,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$4,998

Form 5500 Responses for JAMES J. VANHAM MONEY PURCHASE PENSION KEOGH PLAN

2013: JAMES J. VANHAM MONEY PURCHASE PENSION KEOGH PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JAMES J. VANHAM MONEY PURCHASE PENSION KEOGH PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JAMES J. VANHAM MONEY PURCHASE PENSION KEOGH PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JAMES J. VANHAM MONEY PURCHASE PENSION KEOGH PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JAMES J. VANHAM MONEY PURCHASE PENSION KEOGH PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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