PAGE & TURNBULL, INC. has sponsored the creation of one or more 401k plans.
Additional information about PAGE & TURNBULL, INC.
Submission information for form 5500 for 401k plan PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2014: PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-10-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 35 |
Number of retired or separated participants receiving benefits | 2014-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 17 |
Total of all active and inactive participants | 2014-10-01 | 52 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 0 |
Total participants | 2014-10-01 | 52 |
Number of participants with account balances | 2014-10-01 | 52 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-10-01 | 0 |
2013: PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-10-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 26 |
Number of retired or separated participants receiving benefits | 2013-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 15 |
Total of all active and inactive participants | 2013-10-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 0 |
Total participants | 2013-10-01 | 41 |
Number of participants with account balances | 2013-10-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 0 |
2012: PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-10-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 26 |
Number of retired or separated participants receiving benefits | 2012-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 14 |
Total of all active and inactive participants | 2012-10-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 0 |
Total participants | 2012-10-01 | 40 |
Number of participants with account balances | 2012-10-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-10-01 | 0 |
2011: PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-10-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 23 |
Number of retired or separated participants receiving benefits | 2011-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 15 |
Total of all active and inactive participants | 2011-10-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 0 |
Total participants | 2011-10-01 | 38 |
Number of participants with account balances | 2011-10-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 0 |
2010: PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-10-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-10-01 | 17 |
Number of retired or separated participants receiving benefits | 2010-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-10-01 | 18 |
Total of all active and inactive participants | 2010-10-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-10-01 | 0 |
Total participants | 2010-10-01 | 35 |
Number of participants with account balances | 2010-10-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-10-01 | 0 |
2009: PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-10-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 22 |
Number of retired or separated participants receiving benefits | 2009-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 18 |
Total of all active and inactive participants | 2009-10-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 0 |
Total participants | 2009-10-01 | 40 |
Number of participants with account balances | 2009-10-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 1 |
Measure | Date | Value |
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2015 : PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
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Total plan liabilities at end of year | 2015-09-30 | $0 |
Total plan liabilities at beginning of year | 2015-09-30 | $0 |
Total income from all sources | 2015-09-30 | $240,339 |
Expenses. Total of all expenses incurred | 2015-09-30 | $49,930 |
Benefits paid (including direct rollovers) | 2015-09-30 | $49,620 |
Total plan assets at end of year | 2015-09-30 | $3,391,136 |
Total plan assets at beginning of year | 2015-09-30 | $3,200,727 |
Value of fidelity bond covering the plan | 2015-09-30 | $300,000 |
Total contributions received or receivable from participants | 2015-09-30 | $211,755 |
Expenses. Other expenses not covered elsewhere | 2015-09-30 | $310 |
Contributions received from other sources (not participants or employers) | 2015-09-30 | $802 |
Other income received | 2015-09-30 | $-70,054 |
Noncash contributions received | 2015-09-30 | $0 |
Net income (gross income less expenses) | 2015-09-30 | $190,409 |
Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $3,391,136 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $3,200,727 |
Assets. Value of participant loans | 2015-09-30 | $62,012 |
Total contributions received or receivable from employer(s) | 2015-09-30 | $97,836 |
Value of certain deemed distributions of participant loans | 2015-09-30 | $0 |
Value of corrective distributions | 2015-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-09-30 | $0 |
2014 : PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-09-30 | $0 |
Total plan liabilities at end of year | 2014-09-30 | $0 |
Total plan liabilities at beginning of year | 2014-09-30 | $0 |
Total income from all sources | 2014-09-30 | $540,183 |
Expenses. Total of all expenses incurred | 2014-09-30 | $148,079 |
Benefits paid (including direct rollovers) | 2014-09-30 | $147,619 |
Total plan assets at end of year | 2014-09-30 | $3,200,527 |
Total plan assets at beginning of year | 2014-09-30 | $2,808,423 |
Value of fidelity bond covering the plan | 2014-09-30 | $300,000 |
Total contributions received or receivable from participants | 2014-09-30 | $198,970 |
Expenses. Other expenses not covered elsewhere | 2014-09-30 | $460 |
Contributions received from other sources (not participants or employers) | 2014-09-30 | $0 |
Other income received | 2014-09-30 | $285,159 |
Noncash contributions received | 2014-09-30 | $0 |
Net income (gross income less expenses) | 2014-09-30 | $392,104 |
Net plan assets at end of year (total assets less liabilities) | 2014-09-30 | $3,200,527 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-09-30 | $2,808,423 |
Assets. Value of participant loans | 2014-09-30 | $63,512 |
Total contributions received or receivable from employer(s) | 2014-09-30 | $56,054 |
Value of certain deemed distributions of participant loans | 2014-09-30 | $0 |
Value of corrective distributions | 2014-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-09-30 | $0 |
2013 : PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-09-30 | $0 |
Total plan liabilities at end of year | 2013-09-30 | $0 |
Total plan liabilities at beginning of year | 2013-09-30 | $0 |
Total income from all sources | 2013-09-30 | $513,455 |
Expenses. Total of all expenses incurred | 2013-09-30 | $32,621 |
Benefits paid (including direct rollovers) | 2013-09-30 | $32,471 |
Total plan assets at end of year | 2013-09-30 | $2,808,423 |
Total plan assets at beginning of year | 2013-09-30 | $2,327,589 |
Value of fidelity bond covering the plan | 2013-09-30 | $300,000 |
Total contributions received or receivable from participants | 2013-09-30 | $139,555 |
Expenses. Other expenses not covered elsewhere | 2013-09-30 | $150 |
Contributions received from other sources (not participants or employers) | 2013-09-30 | $0 |
Other income received | 2013-09-30 | $319,273 |
Noncash contributions received | 2013-09-30 | $0 |
Net income (gross income less expenses) | 2013-09-30 | $480,834 |
Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $2,808,423 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $2,327,589 |
Assets. Value of participant loans | 2013-09-30 | $44,170 |
Total contributions received or receivable from employer(s) | 2013-09-30 | $54,627 |
Value of certain deemed distributions of participant loans | 2013-09-30 | $0 |
Value of corrective distributions | 2013-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-09-30 | $0 |
2012 : PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-09-30 | $0 |
Total plan liabilities at end of year | 2012-09-30 | $0 |
Total income from all sources | 2012-09-30 | $508,206 |
Expenses. Total of all expenses incurred | 2012-09-30 | $111,221 |
Benefits paid (including direct rollovers) | 2012-09-30 | $111,001 |
Total plan assets at end of year | 2012-09-30 | $2,327,589 |
Total plan assets at beginning of year | 2012-09-30 | $1,930,604 |
Value of fidelity bond covering the plan | 2012-09-30 | $150,000 |
Total contributions received or receivable from participants | 2012-09-30 | $122,469 |
Expenses. Other expenses not covered elsewhere | 2012-09-30 | $220 |
Contributions received from other sources (not participants or employers) | 2012-09-30 | $0 |
Other income received | 2012-09-30 | $332,974 |
Noncash contributions received | 2012-09-30 | $0 |
Net income (gross income less expenses) | 2012-09-30 | $396,985 |
Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $2,327,589 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $1,930,604 |
Assets. Value of participant loans | 2012-09-30 | $67,670 |
Total contributions received or receivable from employer(s) | 2012-09-30 | $52,763 |
Value of certain deemed distributions of participant loans | 2012-09-30 | $0 |
Value of corrective distributions | 2012-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-09-30 | $0 |
2011 : PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-09-30 | $0 |
Total plan liabilities at end of year | 2011-09-30 | $0 |
Total plan liabilities at beginning of year | 2011-09-30 | $0 |
Total income from all sources | 2011-09-30 | $99,528 |
Expenses. Total of all expenses incurred | 2011-09-30 | $31,958 |
Benefits paid (including direct rollovers) | 2011-09-30 | $31,634 |
Total plan assets at end of year | 2011-09-30 | $1,930,604 |
Total plan assets at beginning of year | 2011-09-30 | $1,863,034 |
Value of fidelity bond covering the plan | 2011-09-30 | $150,000 |
Total contributions received or receivable from participants | 2011-09-30 | $124,739 |
Expenses. Other expenses not covered elsewhere | 2011-09-30 | $324 |
Contributions received from other sources (not participants or employers) | 2011-09-30 | $0 |
Other income received | 2011-09-30 | $-67,827 |
Noncash contributions received | 2011-09-30 | $0 |
Net income (gross income less expenses) | 2011-09-30 | $67,570 |
Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $1,930,604 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $1,863,034 |
Assets. Value of participant loans | 2011-09-30 | $80,757 |
Total contributions received or receivable from employer(s) | 2011-09-30 | $42,616 |
Value of certain deemed distributions of participant loans | 2011-09-30 | $0 |
Value of corrective distributions | 2011-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-09-30 | $0 |
2014: PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-10-01 | Type of plan entity | Single employer plan |
2014-10-01 | Submission has been amended | No |
2014-10-01 | This submission is the final filing | No |
2014-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-10-01 | Plan is a collectively bargained plan | No |
2014-10-01 | Plan funding arrangement – Insurance | Yes |
2014-10-01 | Plan funding arrangement – Trust | Yes |
2014-10-01 | Plan benefit arrangement – Insurance | Yes |
2014-10-01 | Plan benefit arrangement - Trust | Yes |
2013: PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-10-01 | Type of plan entity | Single employer plan |
2013-10-01 | Submission has been amended | No |
2013-10-01 | This submission is the final filing | No |
2013-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-10-01 | Plan is a collectively bargained plan | No |
2013-10-01 | Plan funding arrangement – Insurance | Yes |
2013-10-01 | Plan funding arrangement – Trust | Yes |
2013-10-01 | Plan benefit arrangement – Insurance | Yes |
2013-10-01 | Plan benefit arrangement - Trust | Yes |
2012: PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-10-01 | Type of plan entity | Single employer plan |
2012-10-01 | Submission has been amended | No |
2012-10-01 | This submission is the final filing | No |
2012-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-10-01 | Plan is a collectively bargained plan | No |
2012-10-01 | Plan funding arrangement – Insurance | Yes |
2012-10-01 | Plan funding arrangement – Trust | Yes |
2012-10-01 | Plan benefit arrangement – Insurance | Yes |
2012-10-01 | Plan benefit arrangement - Trust | Yes |
2011: PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-10-01 | Type of plan entity | Single employer plan |
2011-10-01 | Submission has been amended | No |
2011-10-01 | This submission is the final filing | No |
2011-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-10-01 | Plan is a collectively bargained plan | No |
2011-10-01 | Plan funding arrangement – Insurance | Yes |
2011-10-01 | Plan funding arrangement – Trust | Yes |
2011-10-01 | Plan benefit arrangement – Insurance | Yes |
2011-10-01 | Plan benefit arrangement - Trust | Yes |
2010: PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses |
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2010-10-01 | Type of plan entity | Single employer plan |
2010-10-01 | Submission has been amended | No |
2010-10-01 | This submission is the final filing | No |
2010-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-10-01 | Plan is a collectively bargained plan | No |
2010-10-01 | Plan funding arrangement – Insurance | Yes |
2010-10-01 | Plan funding arrangement – Trust | Yes |
2010-10-01 | Plan benefit arrangement – Insurance | Yes |
2010-10-01 | Plan benefit arrangement - Trust | Yes |
2009: PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-10-01 | Type of plan entity | Single employer plan |
2009-10-01 | Submission has been amended | Yes |
2009-10-01 | This submission is the final filing | No |
2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-10-01 | Plan is a collectively bargained plan | No |
2009-10-01 | Plan funding arrangement – Insurance | Yes |
2009-10-01 | Plan funding arrangement – Trust | Yes |
2009-10-01 | Plan benefit arrangement – Insurance | Yes |
2009-10-01 | Plan benefit arrangement - Trust | Yes |
2008: PAGE & TURNBULL, INC. 401(K) PROFIT SHARING PLAN 2008 form 5500 responses |
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2008-10-01 | Type of plan entity | Single employer plan |
2008-10-01 | Submission has been amended | Yes |
2008-10-01 | This submission is the final filing | No |
2008-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-10-01 | Plan is a collectively bargained plan | No |