JAMES R SWAB has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2023: JAMES R SWAB, CPA KEOGH PLAN 2023 401k membership |
---|
Total participants, beginning-of-year | 2023-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 1 |
Total of all active and inactive participants | 2023-01-01 | 2 |
Total participants | 2023-01-01 | 2 |
Number of participants with account balances | 2023-01-01 | 2 |
2022: JAMES R SWAB, CPA KEOGH PLAN 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1 |
Total of all active and inactive participants | 2022-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 2 |
Number of participants with account balances | 2022-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: JAMES R SWAB, CPA KEOGH PLAN 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1 |
Total of all active and inactive participants | 2021-01-01 | 2 |
Total participants | 2021-01-01 | 2 |
Number of participants with account balances | 2021-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: JAMES R SWAB, CPA KEOGH PLAN 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
Total of all active and inactive participants | 2020-01-01 | 2 |
Total participants | 2020-01-01 | 2 |
Number of participants with account balances | 2020-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: JAMES R SWAB, CPA KEOGH PLAN 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
Total of all active and inactive participants | 2019-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 2 |
Number of participants with account balances | 2019-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: JAMES R SWAB, CPA KEOGH PLAN 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 2 |
Total participants | 2018-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: JAMES R SWAB, CPA KEOGH PLAN 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
Total of all active and inactive participants | 2017-01-01 | 2 |
Total participants | 2017-01-01 | 2 |
Number of participants with account balances | 2017-01-01 | 2 |
2016: JAMES R SWAB, CPA KEOGH PLAN 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 2 |
Number of participants with account balances | 2016-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: JAMES R SWAB, CPA KEOGH PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
Total of all active and inactive participants | 2015-01-01 | 2 |
Total participants | 2015-01-01 | 2 |
Number of participants with account balances | 2015-01-01 | 2 |
2014: JAMES R SWAB, CPA KEOGH PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
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 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 2 |
Number of participants with account balances | 2014-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: JAMES R SWAB, CPA KEOGH PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
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 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 2 |
Number of participants with account balances | 2013-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: JAMES R SWAB, CPA KEOGH PLAN 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 | 2 |
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 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 2 |
Number of participants with account balances | 2012-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: JAMES R SWAB, CPA KEOGH PLAN 2011 401k membership |
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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: JAMES R SWAB, CPA KEOGH PLAN 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 2 |
Number of participants with account balances | 2010-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: JAMES R SWAB, CPA KEOGH PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 2 |
Number of participants with account balances | 2009-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|
2023 : JAMES R SWAB, CPA KEOGH PLAN 2023 401k financial data |
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Total income from all sources | 2023-12-31 | $143,659 |
Expenses. Total of all expenses incurred | 2023-12-31 | $112,725 |
Benefits paid (including direct rollovers) | 2023-12-31 | $112,725 |
Total plan assets at end of year | 2023-12-31 | $2,467,636 |
Total plan assets at beginning of year | 2023-12-31 | $2,436,702 |
Other income received | 2023-12-31 | $141,934 |
Net income (gross income less expenses) | 2023-12-31 | $30,934 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $2,467,636 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,436,702 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $1,725 |
2022 : JAMES R SWAB, CPA KEOGH PLAN 2022 401k financial data |
---|
Total income from all sources | 2022-12-31 | $94,617 |
Expenses. Total of all expenses incurred | 2022-12-31 | $879,393 |
Benefits paid (including direct rollovers) | 2022-12-31 | $144,884 |
Total plan assets at end of year | 2022-12-31 | $2,436,702 |
Total plan assets at beginning of year | 2022-12-31 | $3,221,478 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $734,509 |
Other income received | 2022-12-31 | $91,435 |
Net income (gross income less expenses) | 2022-12-31 | $-784,776 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,436,702 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,221,478 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $3,182 |
2021 : JAMES R SWAB, CPA KEOGH PLAN 2021 401k financial data |
---|
Total income from all sources | 2021-12-31 | $504,166 |
Expenses. Total of all expenses incurred | 2021-12-31 | $132,749 |
Benefits paid (including direct rollovers) | 2021-12-31 | $132,228 |
Total plan assets at end of year | 2021-12-31 | $3,221,478 |
Total plan assets at beginning of year | 2021-12-31 | $2,850,061 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $521 |
Other income received | 2021-12-31 | $490,485 |
Net income (gross income less expenses) | 2021-12-31 | $371,417 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,221,478 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,850,061 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $13,681 |
2020 : JAMES R SWAB, CPA KEOGH PLAN 2020 401k financial data |
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Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $128,296 |
Expenses. Total of all expenses incurred | 2020-12-31 | $242,767 |
Benefits paid (including direct rollovers) | 2020-12-31 | $60,810 |
Total plan assets at end of year | 2020-12-31 | $2,850,061 |
Total plan assets at beginning of year | 2020-12-31 | $2,964,532 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $181,957 |
Other income received | 2020-12-31 | $111,027 |
Net income (gross income less expenses) | 2020-12-31 | $-114,471 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,850,061 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,964,532 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $17,269 |
2019 : JAMES R SWAB, CPA KEOGH PLAN 2019 401k financial data |
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Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $558,301 |
Expenses. Total of all expenses incurred | 2019-12-31 | $110,896 |
Benefits paid (including direct rollovers) | 2019-12-31 | $110,645 |
Total plan assets at end of year | 2019-12-31 | $2,964,532 |
Total plan assets at beginning of year | 2019-12-31 | $2,517,127 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $251 |
Other income received | 2019-12-31 | $543,123 |
Net income (gross income less expenses) | 2019-12-31 | $447,405 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,964,532 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,517,127 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $15,178 |
2018 : JAMES R SWAB, CPA KEOGH PLAN 2018 401k financial data |
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Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $131,268 |
Expenses. Total of all expenses incurred | 2018-12-31 | $307,206 |
Benefits paid (including direct rollovers) | 2018-12-31 | $113,829 |
Total plan assets at end of year | 2018-12-31 | $2,517,127 |
Total plan assets at beginning of year | 2018-12-31 | $2,693,065 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $193,377 |
Other income received | 2018-12-31 | $111,775 |
Net income (gross income less expenses) | 2018-12-31 | $-175,938 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,517,127 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,693,065 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $19,493 |
2017 : JAMES R SWAB, CPA KEOGH PLAN 2017 401k financial data |
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Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $386,201 |
Expenses. Total of all expenses incurred | 2017-12-31 | $98,119 |
Benefits paid (including direct rollovers) | 2017-12-31 | $98,097 |
Total plan assets at end of year | 2017-12-31 | $2,693,065 |
Total plan assets at beginning of year | 2017-12-31 | $2,404,983 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $22 |
Other income received | 2017-12-31 | $363,067 |
Net income (gross income less expenses) | 2017-12-31 | $288,082 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,693,065 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,404,983 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $23,134 |
2016 : JAMES R SWAB, CPA KEOGH PLAN 2016 401k financial data |
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Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $321,955 |
Expenses. Total of all expenses incurred | 2016-12-31 | $85,213 |
Benefits paid (including direct rollovers) | 2016-12-31 | $85,169 |
Total plan assets at end of year | 2016-12-31 | $2,404,983 |
Total plan assets at beginning of year | 2016-12-31 | $2,168,241 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $44 |
Other income received | 2016-12-31 | $287,329 |
Net income (gross income less expenses) | 2016-12-31 | $236,742 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,404,983 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,168,241 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $34,626 |
2015 : JAMES R SWAB, CPA KEOGH PLAN 2015 401k financial data |
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Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $-91,383 |
Expenses. Total of all expenses incurred | 2015-12-31 | $90,063 |
Benefits paid (including direct rollovers) | 2015-12-31 | $89,923 |
Total plan assets at end of year | 2015-12-31 | $2,168,241 |
Total plan assets at beginning of year | 2015-12-31 | $2,349,687 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $140 |
Other income received | 2015-12-31 | $-131,255 |
Net income (gross income less expenses) | 2015-12-31 | $-181,446 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,168,241 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,349,687 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $39,872 |
2014 : JAMES R SWAB, CPA KEOGH PLAN 2014 401k financial data |
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Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $251,319 |
Expenses. Total of all expenses incurred | 2014-12-31 | $80,618 |
Benefits paid (including direct rollovers) | 2014-12-31 | $80,464 |
Total plan assets at end of year | 2014-12-31 | $2,349,687 |
Total plan assets at beginning of year | 2014-12-31 | $2,178,986 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $154 |
Other income received | 2014-12-31 | $214,189 |
Net income (gross income less expenses) | 2014-12-31 | $170,701 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,349,687 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,178,986 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $37,130 |
2013 : JAMES R SWAB, CPA KEOGH PLAN 2013 401k financial data |
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Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $400,004 |
Expenses. Total of all expenses incurred | 2013-12-31 | $66,522 |
Benefits paid (including direct rollovers) | 2013-12-31 | $65,870 |
Total plan assets at end of year | 2013-12-31 | $2,178,986 |
Total plan assets at beginning of year | 2013-12-31 | $1,845,504 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $652 |
Other income received | 2013-12-31 | $364,147 |
Net income (gross income less expenses) | 2013-12-31 | $333,482 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,178,986 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,845,504 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $35,857 |
2012 : JAMES R SWAB, CPA KEOGH PLAN 2012 401k financial data |
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Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $187,846 |
Expenses. Total of all expenses incurred | 2012-12-31 | $60,563 |
Benefits paid (including direct rollovers) | 2012-12-31 | $59,576 |
Total plan assets at end of year | 2012-12-31 | $1,845,504 |
Total plan assets at beginning of year | 2012-12-31 | $1,718,221 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $987 |
Other income received | 2012-12-31 | $149,709 |
Net income (gross income less expenses) | 2012-12-31 | $127,283 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,845,504 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,718,221 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $38,137 |
2011 : JAMES R SWAB, CPA KEOGH PLAN 2011 401k financial data |
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Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $84,587 |
Expenses. Total of all expenses incurred | 2011-12-31 | $58,071 |
Benefits paid (including direct rollovers) | 2011-12-31 | $57,160 |
Total plan assets at end of year | 2011-12-31 | $1,718,221 |
Total plan assets at beginning of year | 2011-12-31 | $1,691,705 |
Value of fidelity bond covering the plan | 2011-12-31 | $95,000 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $911 |
Other income received | 2011-12-31 | $47,852 |
Net income (gross income less expenses) | 2011-12-31 | $26,516 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,718,221 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,691,705 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $36,735 |
2010 : JAMES R SWAB, CPA KEOGH PLAN 2010 401k financial data |
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Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $263,107 |
Expenses. Total of all expenses incurred | 2010-12-31 | $1,014 |
Total plan assets at end of year | 2010-12-31 | $1,691,705 |
Total plan assets at beginning of year | 2010-12-31 | $1,429,612 |
Value of fidelity bond covering the plan | 2010-12-31 | $95,000 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $1,014 |
Other income received | 2010-12-31 | $230,857 |
Net income (gross income less expenses) | 2010-12-31 | $262,093 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,691,705 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,429,612 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $32,250 |
2023: JAMES R SWAB, CPA KEOGH PLAN 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: JAMES R SWAB, CPA KEOGH PLAN 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: JAMES R SWAB, CPA KEOGH PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: JAMES R SWAB, CPA KEOGH PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: JAMES R SWAB, CPA KEOGH PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: JAMES R SWAB, CPA KEOGH PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: JAMES R SWAB, CPA KEOGH PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: JAMES R SWAB, CPA KEOGH PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: JAMES R SWAB, CPA KEOGH PLAN 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: JAMES R SWAB, CPA KEOGH PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: JAMES R SWAB, CPA KEOGH PLAN 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 R SWAB, CPA KEOGH PLAN 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: JAMES R SWAB, CPA KEOGH PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: JAMES R SWAB, CPA KEOGH PLAN 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: JAMES R SWAB, CPA KEOGH PLAN 2009 form 5500 responses |
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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 |