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SCHWENDIMAN, SUTTON & SIMMONS, PLLC P-S PLAN 401k Plan overview

Plan NameSCHWENDIMAN, SUTTON & SIMMONS, PLLC P-S PLAN
Plan identification number 001

SCHWENDIMAN, SUTTON & SIMMONS, PLLC P-S PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

SCHWENDIMAN, SUTTON & SIMMONS, PLLC / PSP, INC has sponsored the creation of one or more 401k plans.

Company Name:SCHWENDIMAN, SUTTON & SIMMONS, PLLC / PSP, INC
Employer identification number (EIN):200561324
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHWENDIMAN, SUTTON & SIMMONS, PLLC P-S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01LYLE M SIMMONS2016-06-21
0012014-01-01LYLE M SIMMONS2015-06-18
0012013-01-01LYLE M SIMMONS2014-05-15
0012012-01-01LYLE M SIMMONS
0012010-01-01LYLE M SIMMONS
0012009-01-01LYLE M SIMMONS

Plan Statistics for SCHWENDIMAN, SUTTON & SIMMONS, PLLC P-S PLAN

401k plan membership statisitcs for SCHWENDIMAN, SUTTON & SIMMONS, PLLC P-S PLAN

Measure Date Value
2012: SCHWENDIMAN, SUTTON & SIMMONS, PLLC P-S PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0111
Total participants2012-01-0111
Number of participants with account balances2012-01-0111
2010: SCHWENDIMAN, SUTTON & SIMMONS, PLLC P-S PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0110
Total number of active participants reported on line 7a of the Form 55002010-01-0110
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0110
Total participants2010-01-0110
Number of participants with account balances2010-01-0110
2009: SCHWENDIMAN, SUTTON & SIMMONS, PLLC P-S PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0110
Total number of active participants reported on line 7a of the Form 55002009-01-0110
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0110
Number of participants with account balances2009-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SCHWENDIMAN, SUTTON & SIMMONS, PLLC P-S PLAN

Measure Date Value
2012 : SCHWENDIMAN, SUTTON & SIMMONS, PLLC P-S PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total income from all sources2012-12-31$212,043
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$1,726,235
Total plan assets at beginning of year2012-12-31$1,514,192
Value of fidelity bond covering the plan2012-12-31$450,000
Total contributions received or receivable from participants2012-12-31$38,814
Expenses. Other expenses not covered elsewhere2012-12-31$0
Other income received2012-12-31$108,188
Net income (gross income less expenses)2012-12-31$212,043
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,726,235
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,514,192
Total contributions received or receivable from employer(s)2012-12-31$65,041
2010 : SCHWENDIMAN, SUTTON & SIMMONS, PLLC P-S PLAN 2010 401k financial data
Total income from all sources2010-12-31$241,046
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$1,567,905
Total plan assets at beginning of year2010-12-31$1,326,859
Value of fidelity bond covering the plan2010-12-31$450,000
Total contributions received or receivable from participants2010-12-31$18,586
Other income received2010-12-31$163,043
Net income (gross income less expenses)2010-12-31$241,046
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,567,905
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,326,859
Total contributions received or receivable from employer(s)2010-12-31$59,417

Form 5500 Responses for SCHWENDIMAN, SUTTON & SIMMONS, PLLC P-S PLAN

2012: SCHWENDIMAN, SUTTON & SIMMONS, PLLC P-S PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2010: SCHWENDIMAN, SUTTON & SIMMONS, PLLC P-S PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SCHWENDIMAN, SUTTON & SIMMONS, PLLC P-S PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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