JOHN SIXT & SON, INC. has sponsored the creation of one or more 401k plans.
Additional information about JOHN SIXT & SON, INC.
Submission information for form 5500 for 401k plan JOHN SIXT & SON, INC. PROFIT SHARING PLAN
401k plan membership statisitcs for JOHN SIXT & SON, INC. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2011: JOHN SIXT & SON, INC. PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 20 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
| 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 | 25 |
| Total participants | 2011-01-01 | 25 |
| Number of participants with account balances | 2011-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
| 2009: JOHN SIXT & SON, INC. PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 23 |
| 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 | 5 |
| Total of all active and inactive participants | 2009-01-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 28 |
| Number of participants with account balances | 2009-01-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2011 : JOHN SIXT & SON, INC. PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $25,192 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $116,581 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $110,477 |
| Total plan assets at end of year | 2011-12-31 | $1,971,790 |
| Total plan assets at beginning of year | 2011-12-31 | $2,063,179 |
| Value of fidelity bond covering the plan | 2011-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $28,836 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $5,041 |
| Other income received | 2011-12-31 | $-38,720 |
| Net income (gross income less expenses) | 2011-12-31 | $-91,389 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,971,790 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,063,179 |
| Assets. Value of participant loans | 2011-12-31 | $48,366 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $35,076 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,063 |
| 2010 : JOHN SIXT & SON, INC. PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $347,921 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $55,869 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $49,341 |
| Total plan assets at end of year | 2010-12-31 | $2,063,179 |
| Total plan assets at beginning of year | 2010-12-31 | $1,771,127 |
| Value of fidelity bond covering the plan | 2010-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $20,496 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $5,674 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $2,672 |
| Other income received | 2010-12-31 | $274,434 |
| Net income (gross income less expenses) | 2010-12-31 | $292,052 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,063,179 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,771,127 |
| Assets. Value of participant loans | 2010-12-31 | $27,700 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $50,319 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $854 |
| 2011: JOHN SIXT & SON, INC. 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 |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JOHN SIXT & SON, INC. PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 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 |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) |
| Policy contract number | 86375 |
| Policy instance | 1 |
| Insurance contract or identification number | 86375 | | Number of Individuals Covered | 24 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $4,299 | | Total amount of fees paid to insurance company | USD $1,461 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| US LIFE INSURANCE CO., INC. (National Association of Insurance Commissioners NAIC id number: 70106 ) |
| Policy contract number | 50824 |
| Policy instance | 2 |
| Insurance contract or identification number | 50824 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) |
| Policy contract number | 86375 |
| Policy instance | 1 |
| Insurance contract or identification number | 86375 | | Number of Individuals Covered | 26 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Commission paid to Insurance Broker | USD $18,267 | | Insurance broker organization code? | 4 | | Amount paid for insurance broker fees | 2797 | | Additional information about fees paid to insurance broker | TPA FEES & COMPENSATION | | Insurance broker name | ACTUARIAL CONSULTING SERVICES, INC. |
|
| US LIFE INSURANCE CO., INC. (National Association of Insurance Commissioners NAIC id number: 70106 ) |
| Policy contract number | 50824 |
| Policy instance | 2 |
| Insurance contract or identification number | 50824 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
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