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PROFIT SHARING PLAN FOR BARBARA G YOZELL 401k Plan overview

Plan NamePROFIT SHARING PLAN FOR BARBARA G YOZELL
Plan identification number 001

PROFIT SHARING PLAN FOR BARBARA G YOZELL Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Other welfare benefit cover

401k Sponsoring company profile

BARBARA YOZELL has sponsored the creation of one or more 401k plans.

Company Name:BARBARA YOZELL
Employer identification number (EIN):900367854
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN FOR BARBARA G YOZELL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01BETHE PALMER
0012011-01-01BETHE PALMER
0012010-01-01BETHE PALMER

Plan Statistics for PROFIT SHARING PLAN FOR BARBARA G YOZELL

401k plan membership statisitcs for PROFIT SHARING PLAN FOR BARBARA G YOZELL

Measure Date Value
2012: PROFIT SHARING PLAN FOR BARBARA G YOZELL 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Total of all active and inactive participants2012-01-011
Total participants2012-01-011
2011: PROFIT SHARING PLAN FOR BARBARA G YOZELL 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Total of all active and inactive participants2011-01-011
Total participants2011-01-011
2010: PROFIT SHARING PLAN FOR BARBARA G YOZELL 2010 401k membership
Total participants, beginning-of-year2010-01-011
Total number of active participants reported on line 7a of the Form 55002010-01-011
Number of retired or separated participants receiving benefits2010-01-010
Total of all active and inactive participants2010-01-011
Total participants2010-01-011

Financial Data on PROFIT SHARING PLAN FOR BARBARA G YOZELL

Measure Date Value
2012 : PROFIT SHARING PLAN FOR BARBARA G YOZELL 2012 401k financial data
Total income from all sources2012-12-31$12,680
Total plan assets at end of year2012-12-31$372,731
Total plan assets at beginning of year2012-12-31$334,878
Other income received2012-12-31$12,680
Net income (gross income less expenses)2012-12-31$12,680
Net plan assets at end of year (total assets less liabilities)2012-12-31$372,731
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$334,878
2011 : PROFIT SHARING PLAN FOR BARBARA G YOZELL 2011 401k financial data
Total income from all sources2011-12-31$10,368
Total plan assets at end of year2011-12-31$334,878
Total plan assets at beginning of year2011-12-31$326,885
Other income received2011-12-31$10,368
Net income (gross income less expenses)2011-12-31$10,368
Net plan assets at end of year (total assets less liabilities)2011-12-31$334,878
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$326,885
2010 : PROFIT SHARING PLAN FOR BARBARA G YOZELL 2010 401k financial data
Total income from all sources2010-12-31$21,608
Total plan assets at end of year2010-12-31$326,886
Total plan assets at beginning of year2010-12-31$279,690
Total contributions received or receivable from participants2010-12-31$12,000
Other income received2010-12-31$9,608
Net income (gross income less expenses)2010-12-31$21,608
Net plan assets at end of year (total assets less liabilities)2010-12-31$326,886
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$279,690

Form 5500 Responses for PROFIT SHARING PLAN FOR BARBARA G YOZELL

2012: PROFIT SHARING PLAN FOR BARBARA G YOZELL 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PROFIT SHARING PLAN FOR BARBARA G YOZELL 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PROFIT SHARING PLAN FOR BARBARA G YOZELL 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 – TrustYes
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement - TrustYes
2010-01-01Plan benefit arrangement – General assets of the sponsorYes

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