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WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE 401k Plan overview

Plan NameWELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE
Plan identification number 002

WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

AHMAD TOLOU-SHAMS has sponsored the creation of one or more 401k plans.

Company Name:AHMAD TOLOU-SHAMS
Employer identification number (EIN):680236815
NAIC Classification:541213
NAIC Description:Tax Preparation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022013-01-01AHMAD TOLOU-SHAMS2014-04-02 AHMAD TOLOU-SHAMS2014-04-02
0022012-01-01AHMAD TOLOU-SHAMS AHMAD TOLOU-SHAMS2013-04-04
0022011-01-01AHMAD TOLOU-SHAMS
0022010-01-01AHMAD TOLOU-SHAMS
0022009-01-01AHMAD TOLOU-SHAMS

Plan Statistics for WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE

401k plan membership statisitcs for WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE

Measure Date Value
2012: WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE 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
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
2011: WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE 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
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2010: WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE 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
Total of all active and inactive participants2010-01-012
Total participants2010-01-012
Number of participants with account balances2010-01-012
2009: WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE 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 WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE

Measure Date Value
2012 : WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE 2012 401k financial data
Total income from all sources2012-12-31$23,120
Expenses. Total of all expenses incurred2012-12-31$10,500
Benefits paid (including direct rollovers)2012-12-31$10,500
Total plan assets at end of year2012-12-31$412,342
Total plan assets at beginning of year2012-12-31$399,722
Other income received2012-12-31$1,802
Net income (gross income less expenses)2012-12-31$12,620
Net plan assets at end of year (total assets less liabilities)2012-12-31$412,342
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$399,722
Total contributions received or receivable from employer(s)2012-12-31$21,318
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$21,318
Amount contributed by the employer to the plan for this plan year2012-12-31$21,318
2011 : WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE 2011 401k financial data
Total income from all sources2011-12-31$20,298
Expenses. Total of all expenses incurred2011-12-31$10,138
Benefits paid (including direct rollovers)2011-12-31$9,888
Total plan assets at end of year2011-12-31$399,722
Total plan assets at beginning of year2011-12-31$389,562
Other income received2011-12-31$1,388
Net income (gross income less expenses)2011-12-31$10,160
Net plan assets at end of year (total assets less liabilities)2011-12-31$399,722
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$389,562
Total contributions received or receivable from employer(s)2011-12-31$18,910
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$250
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$18,910
Amount contributed by the employer to the plan for this plan year2011-12-31$18,910
2010 : WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE 2010 401k financial data
Total income from all sources2010-12-31$23,029
Expenses. Total of all expenses incurred2010-12-31$100
Total plan assets at end of year2010-12-31$389,562
Total plan assets at beginning of year2010-12-31$366,633
Expenses. Other expenses not covered elsewhere2010-12-31$100
Other income received2010-12-31$3,040
Net income (gross income less expenses)2010-12-31$22,929
Net plan assets at end of year (total assets less liabilities)2010-12-31$389,562
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$366,633
Total contributions received or receivable from employer(s)2010-12-31$19,989
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$19,989
Amount contributed by the employer to the plan for this plan year2010-12-31$19,989
2009 : WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$21,357
Amount contributed by the employer to the plan for this plan year2009-12-31$21,357

Form 5500 Responses for WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE

2012: WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE 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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