WILLIAM L OTTEN & ASSOCIATES INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILLIAM L OTTEN & ASSOCIATES INC 401K PROFIT SHARING PLAN
401k plan membership statisitcs for WILLIAM L OTTEN & ASSOCIATES INC 401K PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2011: WILLIAM L OTTEN & ASSOCIATES INC 401K PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
| Total of all active and inactive participants | 2011-01-01 | 4 |
| Total participants | 2011-01-01 | 4 |
| Number of participants with account balances | 2011-01-01 | 4 |
| 2010: WILLIAM L OTTEN & ASSOCIATES INC 401K PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 4 |
| Total of all active and inactive participants | 2010-01-01 | 4 |
| Total participants | 2010-01-01 | 4 |
| Number of participants with account balances | 2010-01-01 | 4 |
| 2009: WILLIAM L OTTEN & ASSOCIATES INC 401K PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 5 |
| 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 | 4 |
| Measure | Date | Value |
|---|
| 2011 : WILLIAM L OTTEN & ASSOCIATES INC 401K PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $31,130 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $31,500 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $31,500 |
| Total plan assets at end of year | 2011-12-31 | $941,333 |
| Total plan assets at beginning of year | 2011-12-31 | $941,703 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $51,733 |
| Other income received | 2011-12-31 | $-32,984 |
| Net income (gross income less expenses) | 2011-12-31 | $-370 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $941,333 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $941,703 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $12,381 |
| 2010 : WILLIAM L OTTEN & ASSOCIATES INC 401K PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $146,723 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $28,500 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $28,500 |
| Total plan assets at end of year | 2010-12-31 | $941,703 |
| Total plan assets at beginning of year | 2010-12-31 | $823,480 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $62,847 |
| Other income received | 2010-12-31 | $68,343 |
| Net income (gross income less expenses) | 2010-12-31 | $118,223 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $941,703 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $823,480 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $15,533 |
| 2011: WILLIAM L OTTEN & ASSOCIATES INC 401K PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: WILLIAM L OTTEN & ASSOCIATES INC 401K PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: WILLIAM L OTTEN & ASSOCIATES INC 401K PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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