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ROBERT W WEATHERLEY & CO PC PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameROBERT W WEATHERLEY & CO PC PROFIT SHARING PLAN & TRUST
Plan identification number 001

ROBERT W WEATHERLEY & CO PC PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

ROBERT W WEATHERLEY & CO PC has sponsored the creation of one or more 401k plans.

Company Name:ROBERT W WEATHERLEY & CO PC
Employer identification number (EIN):742912549
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT W WEATHERLEY & CO PC PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012009-01-01ROBERT W WEATHERLEY2010-07-31 ROBERT W WEATHERLEY2010-07-31

Plan Statistics for ROBERT W WEATHERLEY & CO PC PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for ROBERT W WEATHERLEY & CO PC PROFIT SHARING PLAN & TRUST

Measure Date Value
2009: ROBERT W WEATHERLEY & CO PC PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-016
Total of all active and inactive participants2009-01-016
Total participants2009-01-016
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ROBERT W WEATHERLEY & CO PC PROFIT SHARING PLAN & TRUST

Measure Date Value
2009 : ROBERT W WEATHERLEY & CO PC PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ROBERT W WEATHERLEY & CO PC PROFIT SHARING PLAN & TRUST

2009: ROBERT W WEATHERLEY & CO PC PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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