CHIACCHIA & FLEMING, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CHIACCHIA & FLEMING LLP 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for CHIACCHIA & FLEMING LLP 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2012: CHIACCHIA & FLEMING LLP 401(K) PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 11 |
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 | 1 |
Total of all active and inactive participants | 2012-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 12 |
Number of participants with account balances | 2012-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: CHIACCHIA & FLEMING LLP 401(K) PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 10 |
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 | 3 |
Total of all active and inactive participants | 2011-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 13 |
Number of participants with account balances | 2011-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: CHIACCHIA & FLEMING LLP 401(K) PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 10 |
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 | 2 |
Total of all active and inactive participants | 2009-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 12 |
Number of participants with account balances | 2009-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
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2012 : CHIACCHIA & FLEMING LLP 401(K) PROFIT SHARING PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $0 |
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $138,208 |
Expenses. Total of all expenses incurred | 2012-12-31 | $17,268 |
Benefits paid (including direct rollovers) | 2012-12-31 | $1,651 |
Total plan assets at end of year | 2012-12-31 | $1,080,496 |
Total plan assets at beginning of year | 2012-12-31 | $959,556 |
Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
Total contributions received or receivable from participants | 2012-12-31 | $37,921 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $50,287 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $120,940 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,080,496 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $959,556 |
Assets. Value of participant loans | 2012-12-31 | $7,743 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $50,000 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $15,617 |
2011 : CHIACCHIA & FLEMING LLP 401(K) PROFIT SHARING PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $98,766 |
Expenses. Total of all expenses incurred | 2011-12-31 | $47,209 |
Benefits paid (including direct rollovers) | 2011-12-31 | $32,480 |
Total plan assets at end of year | 2011-12-31 | $959,556 |
Total plan assets at beginning of year | 2011-12-31 | $907,999 |
Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
Total contributions received or receivable from participants | 2011-12-31 | $39,740 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $9,026 |
Net income (gross income less expenses) | 2011-12-31 | $51,557 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $959,556 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $907,999 |
Assets. Value of participant loans | 2011-12-31 | $11,186 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $50,000 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $14,729 |
2010 : CHIACCHIA & FLEMING LLP 401(K) PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $170,023 |
Expenses. Total of all expenses incurred | 2010-12-31 | $7,400 |
Benefits paid (including direct rollovers) | 2010-12-31 | $145 |
Total plan assets at end of year | 2010-12-31 | $907,999 |
Total plan assets at beginning of year | 2010-12-31 | $745,376 |
Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
Total contributions received or receivable from participants | 2010-12-31 | $39,125 |
Other income received | 2010-12-31 | $102,079 |
Net income (gross income less expenses) | 2010-12-31 | $162,623 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $907,999 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $745,376 |
Assets. Value of participant loans | 2010-12-31 | $16,654 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $28,819 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $7,255 |
2009 : CHIACCHIA & FLEMING LLP 401(K) PROFIT SHARING PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2012: CHIACCHIA & FLEMING LLP 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: CHIACCHIA & FLEMING LLP 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
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: CHIACCHIA & FLEMING LLP 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
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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 |
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
Policy contract number | GP 35525 |
Policy instance | 1 |
Insurance contract or identification number | GP 35525 | Number of Individuals Covered | 12 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $2,364 | Total amount of fees paid to insurance company | USD $499 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,805 | Amount paid for insurance broker fees | 13 | Additional information about fees paid to insurance broker | NON MONETARY COMPENSATION TO SALES REP | Insurance broker organization code? | 4 | Insurance broker name | PENSION SERVICES OF WNY INC |
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LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
Policy contract number | GP 35525 |
Policy instance | 1 |
Insurance contract or identification number | GP 35525 | Number of Individuals Covered | 13 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $2,184 | Total amount of fees paid to insurance company | USD $481 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
Policy contract number | GP35525 |
Policy instance | 1 |
Insurance contract or identification number | GP35525 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $1,779 | Total amount of fees paid to insurance company | USD $376 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $905 | Amount paid for insurance broker fees | 10 | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION | Insurance broker organization code? | 4 | Insurance broker name | PENSION SERVICES OF WESTERN NY |
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