DAVID E HOLDREDGE CPA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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-year | 2012-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 0 |
| 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 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 0 |
| Number of participants with account balances | 2012-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: DAVID E HOLDREGE CPA PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 6 |
| Number of participants with account balances | 2011-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: DAVID E HOLDREGE CPA PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
| 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 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 6 |
| Number of participants with account balances | 2009-01-01 | 5 |
| Measure | Date | Value |
|---|
| 2012 : DAVID E HOLDREGE CPA PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $91,101 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $843,361 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $843,361 |
| Total plan assets at end of year | 2012-12-31 | $0 |
| Total plan assets at beginning of year | 2012-12-31 | $752,260 |
| Other income received | 2012-12-31 | $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 sources | 2011-12-31 | $84,763 |
| Total plan assets at end of year | 2011-12-31 | $752,260 |
| Total plan assets at beginning of year | 2011-12-31 | $667,497 |
| Other income received | 2011-12-31 | $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 sources | 2010-12-31 | $142,551 |
| Total plan assets at end of year | 2010-12-31 | $667,497 |
| Total plan assets at beginning of year | 2010-12-31 | $524,946 |
| Other income received | 2010-12-31 | $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 |
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