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R KEITH SHANER RETIREMENT PLAN 401k Plan overview

Plan NameR KEITH SHANER RETIREMENT PLAN
Plan identification number 001

R KEITH SHANER RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 408 accounts and annuities - See Limited Pension Plan Reporting instructions for pension plan utilizing individual Code section 408 retirement accounts or annuities as the funding vehicle for providing benefits.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

R. KEITH SHANER, P.C. has sponsored the creation of one or more 401k plans.

Company Name:R. KEITH SHANER, P.C.
Employer identification number (EIN):541627412
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about R. KEITH SHANER, P.C.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1992-07-06
Company Identification Number: 0394907
Legal Registered Office Address: 2309 COMMONWEALTH DR

CHARLOTTESVILLE
United States of America (USA)
22901

More information about R. KEITH SHANER, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R KEITH SHANER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01R. KEITH SHANER R. KEITH SHANER2015-09-03
0012013-01-01R. KEITH SHANER R. KEITH SHANER2014-09-11
0012012-01-01R. KEITH SHANER R. KEITH SHANER2013-07-31
0012011-01-01R. KEITH SHANER R. KEITH SHANER2012-09-11
0012009-01-01R. KEITH SHANER R. KEITH SHANER2010-09-08

Plan Statistics for R KEITH SHANER RETIREMENT PLAN

401k plan membership statisitcs for R KEITH SHANER RETIREMENT PLAN

Measure Date Value
2014: R KEITH SHANER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: R KEITH SHANER RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
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 participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: R KEITH SHANER RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
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 participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: R KEITH SHANER RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
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 participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: R KEITH SHANER RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-013

Financial Data on R KEITH SHANER RETIREMENT PLAN

Measure Date Value
2014 : R KEITH SHANER RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$73,074
Expenses. Total of all expenses incurred2014-12-31$1,008,739
Benefits paid (including direct rollovers)2014-12-31$998,197
Total plan assets at end of year2014-12-31$0
Total plan assets at beginning of year2014-12-31$935,665
Value of fidelity bond covering the plan2014-12-31$110,000
Total contributions received or receivable from participants2014-12-31$51,200
Expenses. Other expenses not covered elsewhere2014-12-31$10,542
Other income received2014-12-31$9,522
Net income (gross income less expenses)2014-12-31$-935,665
Net plan assets at end of year (total assets less liabilities)2014-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$935,665
Total contributions received or receivable from employer(s)2014-12-31$12,352
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$12,352
Amount contributed by the employer to the plan for this plan year2014-12-31$12,352
2013 : R KEITH SHANER RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$205,300
Expenses. Total of all expenses incurred2013-12-31$8,231
Total plan assets at end of year2013-12-31$935,665
Total plan assets at beginning of year2013-12-31$738,596
Value of fidelity bond covering the plan2013-12-31$110,000
Total contributions received or receivable from participants2013-12-31$52,000
Expenses. Other expenses not covered elsewhere2013-12-31$8,231
Other income received2013-12-31$142,647
Net income (gross income less expenses)2013-12-31$197,069
Net plan assets at end of year (total assets less liabilities)2013-12-31$935,665
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$738,596
Total contributions received or receivable from employer(s)2013-12-31$10,653
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$10,652
Amount contributed by the employer to the plan for this plan year2013-12-31$10,652
2012 : R KEITH SHANER RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$140,904
Expenses. Total of all expenses incurred2012-12-31$6,647
Total plan assets at end of year2012-12-31$738,596
Total plan assets at beginning of year2012-12-31$604,339
Value of fidelity bond covering the plan2012-12-31$80,000
Total contributions received or receivable from participants2012-12-31$49,800
Expenses. Other expenses not covered elsewhere2012-12-31$6,647
Other income received2012-12-31$80,816
Net income (gross income less expenses)2012-12-31$134,257
Net plan assets at end of year (total assets less liabilities)2012-12-31$738,596
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$604,339
Total contributions received or receivable from employer(s)2012-12-31$10,288
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$10,288
Amount contributed by the employer to the plan for this plan year2012-12-31$10,288
2011 : R KEITH SHANER RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$73,407
Expenses. Total of all expenses incurred2011-12-31$36,596
Total plan assets at end of year2011-12-31$604,339
Total plan assets at beginning of year2011-12-31$567,528
Value of fidelity bond covering the plan2011-12-31$80,000
Total contributions received or receivable from participants2011-12-31$49,900
Expenses. Other expenses not covered elsewhere2011-12-31$34,460
Other income received2011-12-31$13,079
Net income (gross income less expenses)2011-12-31$36,811
Net plan assets at end of year (total assets less liabilities)2011-12-31$604,339
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$567,528
Total contributions received or receivable from employer(s)2011-12-31$10,428
Value of corrective distributions2011-12-31$2,136
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$10,428
Amount contributed by the employer to the plan for this plan year2011-12-31$10,428
2010 : R KEITH SHANER RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$118,795
Expenses. Total of all expenses incurred2010-12-31$4,447
Total plan assets at end of year2010-12-31$567,528
Total plan assets at beginning of year2010-12-31$453,180
Value of fidelity bond covering the plan2010-12-31$80,000
Total contributions received or receivable from participants2010-12-31$50,900
Expenses. Other expenses not covered elsewhere2010-12-31$4,447
Other income received2010-12-31$57,736
Net income (gross income less expenses)2010-12-31$114,348
Net plan assets at end of year (total assets less liabilities)2010-12-31$567,528
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$453,180
Total contributions received or receivable from employer(s)2010-12-31$10,159
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$10,159
Amount contributed by the employer to the plan for this plan year2010-12-31$10,159
2009 : R KEITH SHANER RETIREMENT PLAN 2009 401k financial data
Minimum employer required contribution for this plan year2009-12-31$10,496
Amount contributed by the employer to the plan for this plan year2009-12-31$10,496

Form 5500 Responses for R KEITH SHANER RETIREMENT PLAN

2014: R KEITH SHANER RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: R KEITH SHANER RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: R KEITH SHANER RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: R KEITH SHANER RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: R KEITH SHANER RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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