Plan Name | JACK D. CLOSE & ASSOCIATES 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | JACK D. CLOSE & ASSOCIATES |
Employer identification number (EIN): | 880348546 |
NAIC Classification: | 621340 |
NAIC Description: | Offices of Physical, Occupational and Speech Therapists, and Audiologists |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2011-01-01 | JACK D. CLOSE | 2012-07-30 | JACK D. CLOSE | 2012-07-30 |
001 | 2010-01-01 | JACK D. CLOSE | 2011-07-27 | ||
001 | 2008-01-01 | JACK D CLOSE |
Measure | Date | Value |
---|---|---|
2008: JACK D. CLOSE & ASSOCIATES 401(K) PLAN 2008 401k membership | ||
Total participants, beginning-of-year | 2008-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2008-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 4 |
Total of all active and inactive participants | 2008-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
Total participants | 2008-01-01 | 19 |
Number of participants with account balances | 2008-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2008 : JACK D. CLOSE & ASSOCIATES 401(K) PLAN 2008 401k financial data | ||
Total income from all sources | 2008-12-31 | $-41,318 |
Expenses. Total of all expenses incurred | 2008-12-31 | $20,419 |
Benefits paid (including direct rollovers) | 2008-12-31 | $20,419 |
Total plan assets at end of year | 2008-12-31 | $130,715 |
Total plan assets at beginning of year | 2008-12-31 | $192,452 |
Value of fidelity bond covering the plan | 2008-12-31 | $15,000 |
Total contributions received or receivable from participants | 2008-12-31 | $23,068 |
Other income received | 2008-12-31 | $-67,685 |
Net income (gross income less expenses) | 2008-12-31 | $-61,737 |
Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $130,715 |
Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $192,452 |
Total contributions received or receivable from employer(s) | 2008-12-31 | $3,299 |
2008: JACK D. CLOSE & ASSOCIATES 401(K) PLAN 2008 form 5500 responses | ||
---|---|---|
2008-01-01 | Type of plan entity | Single employer plan |
2008-01-01 | Submission has been amended | Yes |
2008-01-01 | This submission is the final filing | No |
2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-01-01 | Plan is a collectively bargained plan | No |
2008-01-01 | Plan funding arrangement – Trust | Yes |
2008-01-01 | Plan benefit arrangement - Trust | Yes |