ROGER SAWATZKE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROGER SAWATZKE DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST
401k plan membership statisitcs for ROGER SAWATZKE DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2012: ROGER SAWATZKE DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 0 |
| Number of participants with account balances | 2012-01-01 | 0 |
| 2011: ROGER SAWATZKE DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 2 |
| Total participants | 2011-01-01 | 2 |
| Number of participants with account balances | 2011-01-01 | 2 |
| 2010: ROGER SAWATZKE DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2 |
| Total of all active and inactive participants | 2010-01-01 | 2 |
| Total participants | 2010-01-01 | 2 |
| Number of participants with account balances | 2010-01-01 | 2 |
| 2009: ROGER SAWATZKE DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 3 |
| Total participants | 2009-01-01 | 3 |
| Number of participants with account balances | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2012 : ROGER SAWATZKE DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-06-30 | $-804,202 |
| Total income from all sources | 2012-06-30 | $38,453 |
| Total plan assets at end of year | 2012-06-30 | $0 |
| Total plan assets at beginning of year | 2012-06-30 | $765,749 |
| Other income received | 2012-06-30 | $38,453 |
| Net income (gross income less expenses) | 2012-06-30 | $38,453 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $765,749 |
| 2011 : ROGER SAWATZKE DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $20,903 |
| Total plan assets at end of year | 2011-12-31 | $735,749 |
| Total plan assets at beginning of year | 2011-12-31 | $714,846 |
| Other income received | 2011-12-31 | $17,261 |
| Net income (gross income less expenses) | 2011-12-31 | $20,903 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $735,749 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $714,846 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $3,642 |
| 2010 : ROGER SAWATZKE DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $120,315 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,022 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $1,022 |
| Total plan assets at end of year | 2010-12-31 | $714,846 |
| Total plan assets at beginning of year | 2010-12-31 | $595,553 |
| Other income received | 2010-12-31 | $65,169 |
| Net income (gross income less expenses) | 2010-12-31 | $119,293 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $714,846 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $595,553 |
| Assets. Value of participant loans | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $55,146 |
| 2012: ROGER SAWATZKE DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | This submission is the final filing | Yes |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ROGER SAWATZKE DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: ROGER SAWATZKE DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ROGER SAWATZKE DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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