401k Plan data: JEFFREY P. WIDMAN, ATTORNEY-AT-LAW A SOLE PROPRIETOR DEFINED BENEFIT plan

JEFFREY P. WIDMAN, ATTORNEY-AT-LAW A SOLE PROPRIETOR DEFINED BENEFIT 401k Plan overview

Plan Name	JEFFREY P. WIDMAN, ATTORNEY-AT-LAW A SOLE PROPRIETOR DEFINED BENEFIT
Plan identification number	002

JEFFREY P. WIDMAN, ATTORNEY-AT-LAW A SOLE PROPRIETOR DEFINED BENEFIT Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

JEFFREY P. WIDMAN, ATTORNEY-AT-LAW, A SOLE PROP has sponsored the creation of one or more 401k plans.

Company Name: JEFFREY P. WIDMAN, ATTORNEY-AT-LAW, A SOLE PROP

Employer identification number (EIN): 770005993

NAIC Classification: 541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY P. WIDMAN, ATTORNEY-AT-LAW A SOLE PROPRIETOR DEFINED BENEFIT

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01 JEFFREY WIDMAN 2016-10-12 JEFFREY WIDMAN 2016-10-12
002 2014-01-01 JEFFREY WIDMAN JEFFREY WIDMAN 2015-10-12
002 2013-01-01 JEFFREY WIDMAN JEFFREY WIDMAN 2014-09-30
002 2012-01-01 JEFFREY WIDMAN JEFFREY WIDMAN 2013-10-14
002 2011-01-01 JEFFREY WIDMAN
002 2009-01-01 JEFFREY WIDMAN
002 2009-01-01 JEFFREY WIDMAN
002 2009-01-01 JEFFREY WIDMAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2015-01-01	JEFFREY WIDMAN	2016-10-12	JEFFREY WIDMAN	2016-10-12
002	2014-01-01	JEFFREY WIDMAN		JEFFREY WIDMAN	2015-10-12
002	2013-01-01	JEFFREY WIDMAN		JEFFREY WIDMAN	2014-09-30
002	2012-01-01	JEFFREY WIDMAN		JEFFREY WIDMAN	2013-10-14
002	2011-01-01	JEFFREY WIDMAN
002	2009-01-01	JEFFREY WIDMAN
002	2009-01-01	JEFFREY WIDMAN
002	2009-01-01	JEFFREY WIDMAN

Plan Statistics for JEFFREY P. WIDMAN, ATTORNEY-AT-LAW A SOLE PROPRIETOR DEFINED BENEFIT

401k plan membership statisitcs for JEFFREY P. WIDMAN, ATTORNEY-AT-LAW A SOLE PROPRIETOR DEFINED BENEFIT

Measure Date Value
2014: JEFFREY P. WIDMAN, ATTORNEY-AT-LAW A SOLE PROPRIETOR DEFINED BENEFIT 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JEFFREY P. WIDMAN, ATTORNEY-AT-LAW A SOLE PROPRIETOR DEFINED BENEFIT 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JEFFREY P. WIDMAN, ATTORNEY-AT-LAW A SOLE PROPRIETOR DEFINED BENEFIT 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JEFFREY P. WIDMAN, ATTORNEY-AT-LAW A SOLE PROPRIETOR DEFINED BENEFIT 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: JEFFREY P. WIDMAN, ATTORNEY-AT-LAW A SOLE PROPRIETOR DEFINED BENEFIT 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Number of retired or separated participants receiving benefits 2009-01-01 0
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: JEFFREY P. WIDMAN, ATTORNEY-AT-LAW A SOLE PROPRIETOR DEFINED BENEFIT 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JEFFREY P. WIDMAN, ATTORNEY-AT-LAW A SOLE PROPRIETOR DEFINED BENEFIT 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JEFFREY P. WIDMAN, ATTORNEY-AT-LAW A SOLE PROPRIETOR DEFINED BENEFIT 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JEFFREY P. WIDMAN, ATTORNEY-AT-LAW A SOLE PROPRIETOR DEFINED BENEFIT 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: JEFFREY P. WIDMAN, ATTORNEY-AT-LAW A SOLE PROPRIETOR DEFINED BENEFIT 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Number of retired or separated participants receiving benefits	2009-01-01	0
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JEFFREY P. WIDMAN, ATTORNEY-AT-LAW A SOLE PROPRIETOR DEFINED BENEFIT

Measure	Date	Value
2014 : JEFFREY P. WIDMAN, ATTORNEY-AT-LAW A SOLE PROPRIETOR DEFINED BENEFIT 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$369,185
Expenses. Total of all expenses incurred	2014-12-31	$4,661,141
Benefits paid (including direct rollovers)	2014-12-31	$4,650,381
Total plan assets at end of year	2014-12-31	$3,725
Total plan assets at beginning of year	2014-12-31	$4,295,681
Value of fidelity bond covering the plan	2014-12-31	$2,000,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$369,185
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-4,291,956
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,725
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,295,681
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$0
Assets. Value of real-estate (other than employer real property)	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$10,760
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$323,355
2013 : JEFFREY P. WIDMAN, ATTORNEY-AT-LAW A SOLE PROPRIETOR DEFINED BENEFIT 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,022,048
Expenses. Total of all expenses incurred	2013-12-31	$467,103
Benefits paid (including direct rollovers)	2013-12-31	$460,418
Total plan assets at end of year	2013-12-31	$4,295,681
Total plan assets at beginning of year	2013-12-31	$3,740,736
Value of fidelity bond covering the plan	2013-12-31	$2,000,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$1,022,048
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$554,945
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,295,681
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,740,736
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$48,609
Assets. Value of real-estate (other than employer real property)	2013-12-31	$1,634,000
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$6,685
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$314,216
2012 : JEFFREY P. WIDMAN, ATTORNEY-AT-LAW A SOLE PROPRIETOR DEFINED BENEFIT 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$-31,766
Expenses. Total of all expenses incurred	2012-12-31	$264,845
Benefits paid (including direct rollovers)	2012-12-31	$261,085
Total plan assets at end of year	2012-12-31	$3,740,736
Total plan assets at beginning of year	2012-12-31	$4,037,347
Value of fidelity bond covering the plan	2012-12-31	$1,755,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$-31,766
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-296,611
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,740,736
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,037,347
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$46,000
Assets. Value of real-estate (other than employer real property)	2012-12-31	$1,709,000
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$3,760
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : JEFFREY P. WIDMAN, ATTORNEY-AT-LAW A SOLE PROPRIETOR DEFINED BENEFIT 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$207,153
Expenses. Total of all expenses incurred	2011-12-31	$2,110
Total plan assets at end of year	2011-12-31	$4,037,347
Total plan assets at beginning of year	2011-12-31	$3,832,304
Value of fidelity bond covering the plan	2011-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$2,110
Other income received	2011-12-31	$207,153
Net income (gross income less expenses)	2011-12-31	$205,043
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,037,347
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,832,304
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$46,060
Assets. Value of real-estate (other than employer real property)	2011-12-31	$2,196,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : JEFFREY P. WIDMAN, ATTORNEY-AT-LAW A SOLE PROPRIETOR DEFINED BENEFIT 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$157,227
Expenses. Total of all expenses incurred	2010-12-31	$2,050
Total plan assets at end of year	2010-12-31	$3,832,304
Total plan assets at beginning of year	2010-12-31	$3,677,127
Value of fidelity bond covering the plan	2010-12-31	$500,000
Other income received	2010-12-31	$157,227
Net income (gross income less expenses)	2010-12-31	$155,177
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,832,304
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,677,127
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$46,060
Assets. Value of real-estate (other than employer real property)	2010-12-31	$2,196,000
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,050
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for JEFFREY P. WIDMAN, ATTORNEY-AT-LAW A SOLE PROPRIETOR DEFINED BENEFIT

2014: JEFFREY P. WIDMAN, ATTORNEY-AT-LAW A SOLE PROPRIETOR DEFINED BENEFIT 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JEFFREY P. WIDMAN, ATTORNEY-AT-LAW A SOLE PROPRIETOR DEFINED BENEFIT 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JEFFREY P. WIDMAN, ATTORNEY-AT-LAW A SOLE PROPRIETOR DEFINED BENEFIT 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JEFFREY P. WIDMAN, ATTORNEY-AT-LAW A SOLE PROPRIETOR DEFINED BENEFIT 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: JEFFREY P. WIDMAN, ATTORNEY-AT-LAW A SOLE PROPRIETOR DEFINED BENEFIT 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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

Company Name:	JEFFREY P. WIDMAN, ATTORNEY-AT-LAW, A SOLE PROP
Employer identification number (EIN):	770005993
NAIC Classification:	541190