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SCOTT E. WOODWARD DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameSCOTT E. WOODWARD DEFINED BENEFIT PENSION PLAN
Plan identification number 001

SCOTT E. WOODWARD DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SCOTT E. WOODWARD has sponsored the creation of one or more 401k plans.

Company Name:SCOTT E. WOODWARD
Employer identification number (EIN):900055670
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCOTT E. WOODWARD DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012010-01-01SCOTT WOODWARD SCOTT WOODWARD2012-10-13
0012009-01-01SCOTT E WOODWARD SCOTT E WOODWARD2010-08-19
0012009-01-01SCOTT E WOODWARD SCOTT E WOODWARD2010-09-16
0012007-01-01SCOTT E. WOODWARD SCOTT E. WOODWARD2010-07-20

Plan Statistics for SCOTT E. WOODWARD DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for SCOTT E. WOODWARD DEFINED BENEFIT PENSION PLAN

Measure Date Value
2010: SCOTT E. WOODWARD DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-011
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SCOTT E. WOODWARD DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2007: SCOTT E. WOODWARD DEFINED BENEFIT PENSION PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-013
Total number of active participants reported on line 7a of the Form 55002007-01-013
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-010
Total of all active and inactive participants2007-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010

Financial Data on SCOTT E. WOODWARD DEFINED BENEFIT PENSION PLAN

Measure Date Value
2010 : SCOTT E. WOODWARD DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$569,473
Expenses. Total of all expenses incurred2010-12-31$182,946
Benefits paid (including direct rollovers)2010-12-31$62,457
Total plan assets at end of year2010-12-31$1,736,979
Total plan assets at beginning of year2010-12-31$1,350,452
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$0
Assets. Value of loans (other than to participants)2010-12-31$11,932
Expenses. Other expenses not covered elsewhere2010-12-31$120,489
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$569,473
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$386,527
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,736,979
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,350,452
Assets. Value of assets in partnership/joint-venture interests2010-12-31$56,112
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : SCOTT E. WOODWARD DEFINED BENEFIT PENSION PLAN 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 SCOTT E. WOODWARD DEFINED BENEFIT PENSION PLAN

2010: SCOTT E. WOODWARD DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SCOTT E. WOODWARD DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2007: SCOTT E. WOODWARD DEFINED BENEFIT PENSION PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

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