Logo

DAVID E HOLDREGE CPA PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID E HOLDREGE CPA PROFIT SHARING PLAN
Plan identification number 001

DAVID E HOLDREGE CPA PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

DAVID E HOLDREDGE CPA has sponsored the creation of one or more 401k plans.

Company Name:DAVID E HOLDREDGE CPA
Employer identification number (EIN):751618047
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID E HOLDREGE CPA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01DAVID E. HOLDREDGE DAVID E. HOLDREDGE2013-05-01
0012011-01-01DAVID E. HOLDREDGE DAVID E. HOLDREDGE2012-07-14
0012009-01-01DAVID E. HOLDREDGE DAVID E. HOLDREDGE2010-07-28

Plan Statistics for DAVID E HOLDREGE CPA PROFIT SHARING PLAN

401k plan membership statisitcs for DAVID E HOLDREGE CPA PROFIT SHARING PLAN

Measure Date Value
2012: DAVID E HOLDREGE CPA PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-010
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 participants2012-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-010
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DAVID E HOLDREGE CPA PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-016
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 participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: DAVID E HOLDREGE CPA PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-015

Financial Data on DAVID E HOLDREGE CPA PROFIT SHARING PLAN

Measure Date Value
2012 : DAVID E HOLDREGE CPA PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$91,101
Expenses. Total of all expenses incurred2012-12-31$843,361
Benefits paid (including direct rollovers)2012-12-31$843,361
Total plan assets at end of year2012-12-31$0
Total plan assets at beginning of year2012-12-31$752,260
Other income received2012-12-31$91,101
Net income (gross income less expenses)2012-12-31$-752,260
Net plan assets at end of year (total assets less liabilities)2012-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$752,260
2011 : DAVID E HOLDREGE CPA PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$84,763
Total plan assets at end of year2011-12-31$752,260
Total plan assets at beginning of year2011-12-31$667,497
Other income received2011-12-31$14,009
Net income (gross income less expenses)2011-12-31$84,763
Net plan assets at end of year (total assets less liabilities)2011-12-31$752,260
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$667,497
Total contributions received or receivable from employer(s)2011-12-31$70,754
2010 : DAVID E HOLDREGE CPA PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$142,551
Total plan assets at end of year2010-12-31$667,497
Total plan assets at beginning of year2010-12-31$524,946
Other income received2010-12-31$56,392
Net income (gross income less expenses)2010-12-31$142,551
Net plan assets at end of year (total assets less liabilities)2010-12-31$667,497
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$524,946
Total contributions received or receivable from employer(s)2010-12-31$86,159

Form 5500 Responses for DAVID E HOLDREGE CPA PROFIT SHARING PLAN

2012: DAVID E HOLDREGE CPA PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DAVID E HOLDREGE CPA PROFIT SHARING 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: DAVID E HOLDREGE CPA PROFIT SHARING 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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1