401k Plan data: ROBERT C. WATSON & ASSOC., INC. 401(K) PROFIT SHARING PLAN plan

ROBERT C. WATSON & ASSOC., INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROBERT C. WATSON & ASSOC., INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

ROBERT C. WATSON & ASSOC., INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

ROBERT C. WATSON & ASSOC., INC. has sponsored the creation of one or more 401k plans.

Company Name: ROBERT C. WATSON & ASSOC., INC.

Employer identification number (EIN): 954235137

NAIC Classification: 722300
NAIC Description: Special Food Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT C. WATSON & ASSOC., INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 DIANE WATSON
001 2012-01-01 DIANE WATSON
001 2011-01-01 DIANE WATSON
001 2010-01-01 DIANE WATSON
001 2009-01-01 DIANE WATSON
001 2009-01-01
001 2009-01-01 DIANE WATSON

Plan Statistics for ROBERT C. WATSON & ASSOC., INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT C. WATSON & ASSOC., INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: ROBERT C. WATSON & ASSOC., INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2012: ROBERT C. WATSON & ASSOC., INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 18
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 9
Total of all active and inactive participants 2012-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 27
Number of participants with account balances 2012-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 11
2011: ROBERT C. WATSON & ASSOC., INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 16
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 4
Total of all active and inactive participants 2011-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 20
Number of participants with account balances 2011-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ROBERT C. WATSON & ASSOC., INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 30
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 30
Number of participants with account balances 2010-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: ROBERT C. WATSON & ASSOC., INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 17
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 8
Total of all active and inactive participants 2009-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 25
Number of participants with account balances 2009-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2014: ROBERT C. WATSON & ASSOC., INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2012: ROBERT C. WATSON & ASSOC., INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	18
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	9
Total of all active and inactive participants	2012-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	27
Number of participants with account balances	2012-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	11
2011: ROBERT C. WATSON & ASSOC., INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	16
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	4
Total of all active and inactive participants	2011-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	20
Number of participants with account balances	2011-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ROBERT C. WATSON & ASSOC., INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	30
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	30
Number of participants with account balances	2010-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: ROBERT C. WATSON & ASSOC., INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	17
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	8
Total of all active and inactive participants	2009-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	25
Number of participants with account balances	2009-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on ROBERT C. WATSON & ASSOC., INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2014 : ROBERT C. WATSON & ASSOC., INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-04-30	$0
Total income from all sources	2014-04-30	$8,597
Expenses. Total of all expenses incurred	2014-04-30	$61,462
Benefits paid (including direct rollovers)	2014-04-30	$61,137
Total plan assets at end of year	2014-04-30	$0
Total plan assets at beginning of year	2014-04-30	$52,865
Value of fidelity bond covering the plan	2014-04-30	$2,300,000
Total contributions received or receivable from participants	2014-04-30	$0
Expenses. Other expenses not covered elsewhere	2014-04-30	$325
Contributions received from other sources (not participants or employers)	2014-04-30	$8,000
Other income received	2014-04-30	$597
Net income (gross income less expenses)	2014-04-30	$-52,865
Net plan assets at end of year (total assets less liabilities)	2014-04-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-04-30	$52,865
Assets. Value of participant loans	2014-04-30	$0
Total contributions received or receivable from employer(s)	2014-04-30	$0
Value of certain deemed distributions of participant loans	2014-04-30	$0
Value of corrective distributions	2014-04-30	$0
Funding deficiency by the employer to the plan for this plan year	2014-04-30	$0
Minimum employer required contribution for this plan year	2014-04-30	$0
Amount contributed by the employer to the plan for this plan year	2014-04-30	$0
2012 : ROBERT C. WATSON & ASSOC., INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$100
Total income from all sources	2012-12-31	$422,396
Expenses. Total of all expenses incurred	2012-12-31	$16,445
Benefits paid (including direct rollovers)	2012-12-31	$16,345
Total plan assets at end of year	2012-12-31	$2,296,404
Total plan assets at beginning of year	2012-12-31	$1,890,353
Value of fidelity bond covering the plan	2012-12-31	$2,300,000
Total contributions received or receivable from participants	2012-12-31	$140,852
Expenses. Other expenses not covered elsewhere	2012-12-31	$100
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$242,459
Net income (gross income less expenses)	2012-12-31	$405,951
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,296,404
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,890,353
Assets. Value of participant loans	2012-12-31	$5,051
Total contributions received or receivable from employer(s)	2012-12-31	$39,085
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : ROBERT C. WATSON & ASSOC., INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total income from all sources	2011-12-31	$116,568
Expenses. Total of all expenses incurred	2011-12-31	$41,003
Benefits paid (including direct rollovers)	2011-12-31	$40,878
Total plan assets at end of year	2011-12-31	$1,890,353
Total plan assets at beginning of year	2011-12-31	$1,814,788
Total contributions received or receivable from participants	2011-12-31	$141,817
Expenses. Other expenses not covered elsewhere	2011-12-31	$125
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-59,632
Net income (gross income less expenses)	2011-12-31	$75,565
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,890,353
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,814,788
Assets. Value of participant loans	2011-12-31	$14,778
Total contributions received or receivable from employer(s)	2011-12-31	$34,383
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : ROBERT C. WATSON & ASSOC., INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$291,291
Expenses. Total of all expenses incurred	2010-12-31	$10,157
Benefits paid (including direct rollovers)	2010-12-31	$10,080
Total plan assets at end of year	2010-12-31	$1,814,788
Total plan assets at beginning of year	2010-12-31	$1,533,654
Value of fidelity bond covering the plan	2010-12-31	$150,000
Total contributions received or receivable from participants	2010-12-31	$116,800
Expenses. Other expenses not covered elsewhere	2010-12-31	$77
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$143,904
Net income (gross income less expenses)	2010-12-31	$281,134
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,814,788
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,533,654
Assets. Value of participant loans	2010-12-31	$24,447
Total contributions received or receivable from employer(s)	2010-12-31	$30,587
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : ROBERT C. WATSON & ASSOC., INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for ROBERT C. WATSON & ASSOC., INC. 401(K) PROFIT SHARING PLAN

2014: ROBERT C. WATSON & ASSOC., INC. 401(K) PROFIT SHARING PLAN 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	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2012: ROBERT C. WATSON & ASSOC., INC. 401(K) PROFIT SHARING PLAN 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: ROBERT C. WATSON & ASSOC., INC. 401(K) PROFIT SHARING PLAN 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: ROBERT C. WATSON & ASSOC., INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: ROBERT C. WATSON & ASSOC., INC. 401(K) PROFIT SHARING PLAN 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	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:	ROBERT C. WATSON & ASSOC., INC.
Employer identification number (EIN):	954235137
NAIC Classification:	722300
NAIC Description:	Special Food Services

Plan id#	Filing Submission Date	Name of Administrator
001	2014-01-01	DIANE WATSON
001	2012-01-01	DIANE WATSON
001	2011-01-01	DIANE WATSON
001	2010-01-01	DIANE WATSON
001	2009-01-01	DIANE WATSON
001	2009-01-01
001	2009-01-01	DIANE WATSON